Maplytics October 2018 Release – Maps integration with Dynamics 365 CRM in another new Avatar!

We are here once again with our new release. Thank you so much to our Partners and Maplytics users for their feedback time and again which helps us to take up new challenges and add strong new features in your favorite Maps integration solution for Dynamics 365 CRM. In Maplytics March 2018 release, our core focus… Read More »

Multiple language options on a single web page in Microsoft Portal

Introduction: Recently we had a business requirement to use a localization (Multiple language options) on a single page i.e. not for the whole portal website. But we don’t want to use out of box localization concept since it applies to whole portal website as shown in above screenshot. So after some research and play around… Read More »

Obtain OrganizationService using Application User in Dynamics 365

Introduction: The Application User is the concept that allows us (developers) programmatic access to Dynamics 365 data and entities. Prior to the introduction of Application User concept we were using licensed user account’s User Name and Password to authenticate to CRM and perform operations. As a developer, you may have come across with the situation… Read More »

CRMUG Summit: 16 Oct, 2:30 PM, Location: 226A – Partner Solutions Showcase presenting Maplytics New Release – We are counting you in!

The wait is over! We have arrived at Phoenix for the largest gathering of Microsoft Dynamics 365 peers, CRMUG Summit and can’t wait to meet our closest friends and solution experts from across the globe at our Booth # 834. Like every year this year too, we will be showcasing new release of our Dynamics… Read More »

Guide Lines on Identifying PI Data in Dynamics 365 to Comply with GDPR

The General Data Protection Regulation (GDPR) by the European Union is designed to protect the personal information of the EU citizens, which means every organization around the globe who have their customers who are citizens of the EU must comply to this law. As per this law, an organization should not hold any personal information… Read More »

Click2Export New Release – Experience an Innovative way to export your Dynamics 365 CRM Reports!

Innovation starts with your Team, Partner, Customer and the end Users. Well, with a combined effort of all these, we are glad to bring up another new set of strong and innovative features in our Click2Export – Your favorite Dynamics 365 CRM App to export Dynamics CRM reports in a click. In our last blog,… Read More »

PowerApps – Alter Component(s) properties based off of other field(s) value using Rules

Introduction: We all know, PowerApps, helps you build business apps. The potential that PowerApps beholds is humongous. PowerApps can help us build an app as basic as a Survey App or maybe a complex one which could have a potential of being a calculator. Well! This blog post is dedicated to describing one of the… Read More »

Automatically Send Greeting Email on Birthdays (Leap Year Scenario) using Microsoft Flow – Part 2

Introduction: In one of our recent blog we saw, How to automatically send greeting email on Birthdays using Microsoft Flow. In order to take customer relations to a next level, any company or establishment would surely like to greet their valuable customers regardless of whether they are born on 29 Feb or not. This blog… Read More »

Multi-Select Option Set field in Dynamics 365 V9.0

Introduction: With the release of Dynamics 365 v9.0 Microsoft introduced a new data type i.e. Multi Select Option Set with the help of this we can select more than one option set in Dynamics 365. Multi-Select Option Set has a list of options and we can select more than one option from the list on… Read More »

Dynamics 365 Field Service: Personal View and Security on Schedule Board

Introduction: Schedule Board provides an overview of the resource availability and bookings. It is a feature within Dynamics 365 Field Service module. Schedule Board by default provides all schedulers with an “Initial Public View” that includes all resource types, territories and unscheduled work orders. Users have the ability to create their own tabs by bringing… Read More »

5 reasons to integrate QuickBooks and Dynamics 365 CRM with InoLink

Businesses, where the sales team has access to all the customer data, can have better sales performance. With the availability of the customer data including financial data can help the Sales Team understand their customers and provide better customer experience. However, due to security reasons, organizations prefer not to integrate their accounting and CRM systems… Read More »

Working with Workflow and Workflow Assembly Output Parameters

Introduction: Using the OOB Workflow, you can use values that are only accessible under the Workflow context to perform operations. If you want to use values that are not under the context of the Workflow or not related to the entity record for which the Workflow is going be executed, then you will need to write a custom assembly… Read More »

Automatically Send Greeting Email on Birthdays using Microsoft Flow

Recently we received a business requirement where client wants to send Birthday Emails to the CRM contacts. We tried this using Microsoft Flow. In this blog we will discuss this. First we need to create a Recurrence trigger so that this functionality will run every day. To create recurrence trigger in Flow please follow below… Read More »

3 reasons why User Adoption Monitor is needed for a successful Dynamics CRM implementation

In this age of digital transformation, organizations leverage the powerful features of business apps to transform their business processes and grow from regional players to global leaders. However, implementing business apps in an organization is easier said than done and it ultimately depends on how well the users adopt the new tool. Needless to say… Read More »

How to Use Columns in a Slicer from Multiple CRM Datasets in Power BI Reports

Introduction: Microsoft Power BI is a powerful tool used for data analysis and reporting using data from different sources, for instance, Dynamics 365. Sometimes reports demand the use of a filter and recently we had a business requirement to apply a filter based on a column from two data sets. The requirement was to have… Read More »

Heard about this? Sales Territory Management in Dynamics CRM using Maps

Territory Management has always been an important part of every business not just to improve sales and revenue potential but also to get a strong hold of customer and market segments. In Dynamics 365 we always had the option of creating territories since inception. Our aim has always been to extend the existing Dynamics CRM… Read More »

How to manage security roles for Apps in Dynamics 365 v9.0

Introduction: With the release of Dynamics 365 Microsoft has brought many new exciting features, one of them is common user interface across all devices. The core idea behind this feature is to bring a single client technology to cover all the different UI’s across devices. Web, Outlook, Mobile, Tablet. In this blog, we will see… Read More »

Identify the Source of Records Created From Microsoft Portal in Dynamics 365

Introduction: Microsoft Portals can be accessed by authenticated and as well as anonymous contacts. So if a user has privileges to create records in Dynamics CRM, irrespective of the fact that they are logged into the Portal or not, then when such records get created in CRM-owner of those records will be set as SYSTEM.… Read More »

Configure Schedule Board to include Multiple Entities Booking Requirements using Universal Resource Scheduling

Introduction: Universal Resource Scheduling feature in Dynamics 365 Version 9.0 can be used to enable scheduling of any entity including custom entities on the Schedule Board. Along with the Scheduling, we will also see how we can add the fields on the booking slot of the Schedule Board and also how to add different booking… Read More »