Generate Your Own New Leads Now Within Dynamics 365 CRM with Maplytics

Every growth-oriented organization is always looking for ways to stimulate and capture their target audience in their products and services. The first obvious question that comes to mind while creating a buzz is, how can get the maximum audience interested and generate quality leads. Before the digital revolution, this was a complicated task and required… Read More »

Working with CRM View Query on Dynamics 365 App for Tablets

Sometimes we come across a scenario where we need to display sub grid depending upon some run time scenario or display details that are not possible to achieve using OOB condition like display Activities where regarding is contacts which are related to account on account form. This is not possible through options available with OOB… Read More »

Clone Multiple Quotes or Invoices in Dynamics 365 CRM in a One Click

In modern businesses, there is an unavoidable need of creating quotes or invoices in a small amount of time for new as well as existing customers. So organizations need to keep these quotes/invoices handy on time so that there won’t be any delay occurring in the business. Also, we can’t keep customers waiting for a… Read More »

Hide the Question Text of checkbox for Voice of Customer in Dynamics 365

Introduction: Voice of Customer in Dynamics 365 helps to capture feedback regarding your product or service from CRM. With Voice of the Customer, we can easily set up surveys, distribute them to contacts via workflows, and capture responses. Recently we had a business requirement where we only need to show the checkbox text and not… Read More »

Controls in Dynamics 365 v9.0 for Mobile App: Contract Calendar

In our previous blogs of the ‘Controls in Dynamics 365 for Mobile App’ series, we discussed Input Mask , Multimedia, Website Preview, Auto-Complete, Option set and Star Rating controls. Star Rating control allows users to add star ratings on entity records to rate it on a scale of 1 to 5 in Dynamics 365 Mobile and Tablet app. Today we… Read More »

Fixed – Unable to Create or Update record after Upgrading Dynamics 365 CRM

Introduction: Whenever we upgrade Dynamics CRM we learn many things along with it. Recently we had a business requirement where we recently upgraded Dynamics CRM from CRM 2011 to CRM 2016. We completed upgrade smoothly but after upgrading to CRM 2016 we were not able to Create/Update the Service Activity record. While saving the record… Read More »

User Adoption Monitor now allows to Track Users Access on Dynamics 365 CRM On-Premise & Online

User  Adoption Monitor by Inogic is helping users monitor and track various entity actions that are commonly performed in CRM. For eg. Activities like account-create, lead-create, etc. The dashboard that is configured with the solution in Dynamics CRM is very helpful for manager of an organization to get the graphical representation of activity report at… Read More »

Exploring the Unsubscribe Survey Option in Voice of Customer in Dynamics 365 CRM

Introduction: As we know, Voice of Customer is an easy and reliable way to gather feedback via Surveys from the customer for the products or services they are using directly in your Dynamics CRM. With Voice of the Customer, we can easily set up surveys, distribute them to contacts via workflows, and capture responses. This… Read More »

Fixed – Unable to import CSV file due to error The source data is not in the required format in Dynamics 365

We had a business requirement to “Create” entity records in bulk using OOB “Import Data” feature of Dynamics 365. While doing so, we were experiencing an issue while importing data in Dynamics 365, the error we were getting was “The source data is not in the required format” We were importing the data as CSV… Read More »

Inogic Dynamics 365 CRM Apps now compatible with v9.0 – Have you checked them lately?

We have been exploring the cool new Dynamics 365 v9.0 quite a lot in the recent times. And quite often this question has been asked so a blog would be the perfect place to announce that yes your favorite Inogic Dynamics CRM apps are now compatible with the new Dynamics 365 CRM v9.0. Have you… Read More »

Resolve Date and Time difference issue between Scheduled Board and Bookable Resource Booking Record

Numerous features are available for Dynamics 365 Field Service. Let’s review about the small feature of schedule board in Field Service. Schedule board enables to view work orders by field agents, so it is necessary that the work order scheduled date and time should be correctly viewed to avoid confusion both in Bookable resource Booking… Read More »

Deep Clone your choice of child records along with parent records in Dynamics 365 CRM

For a long time, there is an unavoidable need of creating multiple repetitive records with the same data in all types of businesses. Usually, Dynamics 365 users do it programmatically or manually. But both processes prove to be time-consuming as well as inefficient for creating these accurate records. Thus ending up spending productive time in… Read More »

Track Parent Email using Parent Activity ID Field on Email Entity in Dynamics 365

Introduction: Email in Microsoft Dynamics 365 is one of the widely use feature to achieve the conversation with the customer as well as to keep track of the conversation happened with internal users. Recently, we had a business requirement, where the user wants to pull some details from initial mail in replied email record. Below… Read More »

Migrating Dynamics 365 v9.0 Multi Select Option Set Field Data using SSIS

Introduction: Microsoft Dynamics 365 v9.0 brings some of the most awaited features and enhancements. One of the important feature introduced in Dynamics v9.0 is Multi Select Option Set. Prior to Dynamics 365 v9, there was no provision to use multi-select option set field. Our this blog explains how data import works for multi-select option set field.… Read More »

Dynamics 365 v9.0: Xrm.WebApi – Operations Part – 2

Introduction: In our previous blog, we have discussed about performing CURD operations Create, Update, Delete and Retrieve using Xrm.WebApi. In this blog, we will discuss Retrieve Multiple and Execute Actions. Let’s explore about these operations one by one. 1. Retrieve Multiple:  Retrieve multiple is used to retrieve more than one record from MS CRM. Suppose… Read More »

Dynamics 365 Field Service: Payments related to Work Order and Invoice

Introduction: Field Service remains a critically important component for most of the organizations. It radically drives customer satisfaction and builds stronger trusted relationship with the customers. Recently, while working on field service, we came across an entity “Payments” and “Payment Details”, this created curiosity to explore more on this. And we did some research and… Read More »