Worried about User Adoption – Now track records opened by users in Dynamics 365 CRM

Automation has become a necessity in every type of business and Dynamics 365 CRM is one of the most preferred automation system implemented by various organizations around the globe. But its success totally depends upon its users, which leads us to the question, how to evaluate if it’s being adopted by its users. As an… Read More »

Integrating Dynamics 365 with Azure Functions – Part 3

Introduction: In our last post about Azure functions, we saw how to register the workflow assembly and execute the workflow using Microsoft Flow in Dynamics 365. Continuing with our series to call webhooks from CRM, let us register the Azure function created as a Webhook. We register this using the Plugin Registration Tool (PRT) From the PRT… Read More »

The first step towards Situational Intelligence with Dynamics 365 and Maplytics

Geographic Information Systems or GIS for short has come a long way and has helped hundreds of businesses and many governments to better manage their assets and resources. Situational Intelligence helps an organization to take into account their business data (CRM or ERP), their operational data (IoT, Sensors, etc.) and external data (weather, fire, etc.)… Read More »

Handle Alternate Key Exception: “Event failed due to an exception” in Dynamics 365

Introduction: We all know Alternate Key is used for the unique identification of an entity records in Dynamics 365 in the place of the primary key. The alternate key can be a combination of more than one attributes in Dynamics 365. Using alternate key user can identify a unique record in the system. In this… Read More »

Integrating Dynamics 365 with Azure Functions – Part 2

Introduction: In our recent blog, We saw how to create an Azure function and now that we have our Azure function ready and hosted, let’s look at invoking the function through a workflow. At this point, we will execute the function through an HTTP request instead of registering the function as a Webhook. Let us modify the… Read More »

In just one click – Clone Dynamics CRM data from any OOB or Custom Entity to another including its related child records!

In every business, there is a critical need to continuously automate to improve the efficiency and effectiveness of the process. Also, there is a never-ending innovation that takes place in every sector. Similarly at Inogic Innovation has no boundaries. In our last post, you must have read about the New Release of our Click2Clone solution… Read More »

Working with String (RESX) web resource in Dynamics 365 v9.0

Introduction: As we all know the new release of Dynamics 365 i.e v9.0 has come up with many new features. Along with these features Microsoft also introduced below new web resources for Dynamics CRM. Vector Format (SVG) String (RESX) In this blog, we are going to check how to work with web resource type “String… Read More »

Sync quotes, orders, and invoices within Dynamics CRM now using tax information stored in QuickBooks Australian version too!

In most of the business types, there is a need of a financial system and Customer Relationship Management to maintain the customer details. Many times the sales team only have access to CRM system. Although sometimes the sales team do need the financial details in the sales process. So, in that case, there is a… Read More »

Integrating Dynamics 365 with Azure Functions – Part 1

Introduction: Azure function is a serverless architecture where your code is hosted in the cloud and you do not need any infrastructure to host this. Traditionally extending business logic for Dynamics 365 Customer Engagement (D365 CE) included creating plugin and workflow assemblies which would be deployed to CRM using Plugin registration tool. The assembly could… Read More »

Clone Dynamics 365 CRM record with over 100 line items in a single click – The new Click2Clone has much more!

Innovation has no boundaries. A while back we saw some exciting features in Click2Clone like Hierarchical Relationship Cloning, Cloning Dynamics CRM records using Workflows, Prefix & Suffix configuration for cloned Dynamics CRM records. After this release our team started to work on the next version and the core focus of this release was to take… Read More »

Appointments on Schedule Board in Dynamics 365 Field Service

Introduction: Schedule board in an important feature in Dynamics 365 which gives an overview of the resource availability and bookings user can make. Whenever the Field Service solution is installed, the schedule board shows the work orders by default. But what about the other entities? What if I want to schedule the appointments too on… Read More »

CRMUG Summit Phoenix – Its your community and you don’t need any top reasons to be there!

Summit is just the place to be there for all Microsoft Dynamics 365 users and you don’t need any top 3,5,7 reasons to be there. You should be there, this is your community!. Blending credible peer-to-peer knowledge exchange with access to Microsoft leaders – Summit delivers focused learning, visionary product roadmaps, and optimal networking as… Read More »

Recurring Microsoft Flow for moving Email Attachment from Dynamics 365 to SharePoint

Introduction: In our last blog, we spoke about how to move attachments from Notes to SharePoint. In this blog, our focus would be to discuss on moving Email Attachments and leaving a link back in Notes for the user to locate the attachments. Let’s consider a scenario, a service based company who get a lot… Read More »

Activate User Adoption Monitor – Supports both Microsoft Dynamics 365 CRM Online as well as On – Premises

Introduction: It is well-known fact that Microsoft Dynamics 365 CRM is a powerful application that improves the productivity of an organization radically. And to realize the true potential of Dynamics 365 it is important to know how users are adopting to Dynamics 365 CRM. This is where a productivity solution like User Adoption Monitor comes… Read More »

Create New Records in Dynamics CRM using Microsoft Flow

Introduction: Microsoft Flow is a powerful business application that allows the user to create and automate workflows across multiple applications and services without developers help. In one of our blog “Microsoft Flow – Create a record in Dynamics 365 using Gmail Connector”, we saw how to create a record in Dynamics 365 using Gmail Connector.… Read More »

New Email Feature in Dynamics 365 v9.0

With the release of Dynamics 365 v9.0, Microsoft has introduced many new features that make our Dynamics 365 even better. With the new User Interface changes, we just can’t stop looking at it. The new User Experience added in the Dynamics 365 has become more consistent across multiple devices such as desktop, mobile and, tablet.… Read More »

Activate Click2Clone – One Click Solution to Clone Dynamics 365 CRM Records

Introduction: Click2Clone is one of our popular Dynamics 365 CRM Productivity App which assists you to clone your Dynamics 365 CRM records in a single click. Our solution supports Dynamics CRM version starting CRM2013 and all deployment models which means it doesn’t matter if you are on CRM Online, On-Premise or IFD you will very… Read More »