Introduction: Microsoft Dynamics 365 introduced the concept of role-based business apps to enable organizations to package different related entities best suited for their business logic. These easy and intuitive apps allow users to find what they need to do every day. By default, Dynamics 365 comes with an App with the name ‘Dynamics 365 –… Read More: Change the Default Business App Name in Dynamics 365 »
Introduction: Very often we need to provide a link that redirects to an external link like Company Website, to be accessed by the portal users on the Microsoft Dynamics 365 Portal. However, in some cases, we need to restrict the access to those external links based on the Roles assigned to the portal user or… Read More: Hide external links in Microsoft Dynamics CRM/365 Portal »
Recently we hosted a Live Webinar on 26th April, 10 AM GMT, and it was a phenomenal success! Responses received from the attendees were great, and everyone loved our Geo-Analytical Solution for Dynamics 365. However, interested people from other regions missed the Webinar due to the time zone difference. Now, we invite everyone who missed… Read More: [Webinar] Experience Real World Examples of Mapping Solution in Dynamics… »
Introduction: Resco Mobile App is a boon for the Field Technicians; it’s crisp, it’s smooth and has a lot of functionalities that could ease the life of a Technician. Resco provides us Form Rules to perform many things in the face of onchange, onload and onsave event on the form. Limitations: We could say, Resco… Read More: Tip – Call JavaScript on change of the field on… »
Introduction: Business Process Flows (BPF) have been around for a while now. BPF aid user adoption by guiding the users through the process that need to be followed at each step of the sales stage. You can add various stages in the business process flow to indicate the stage at which this record take for… Read More: Stage-gating a Business Process Flow using two-options attribute type in… »
We worked with Microsoft Tech Support and have the actual reasons for the issues as well as the resolution to this problem provided in the article here.
Issue: We were unable to update Relying Party using Update Federation Metadata button in ADFS as can be seen in the below screenshot: There were no errors reported in the EventViewer for this and trying to reconfigure Relying Party Trust failed as well. Solution: With ADFS and IFD the problem has always been the Certificates,… Read More: Unable to Update Relying Party in ADFS for Dynamics 365/CRM »
Sales, Service, and Marketing are essential elements for every organization to reach out, acquire and maintain a loyal customer base across diverse geographies. Sales, Service and Marketing Teams need to be super-efficient and be prepared for all kinds of hurdles they face while working towards the success of their organization! For Sales and Service Teams,… Read More: [Live Webinar] Mapping App for Dynamics 365 – Locate Productivity »
Introduction: Business Process Flow was introduced around CRM 2013. Business Process Flows can be used a guide to assist the users with the business process to be followed. Take for example Lead; your business could define the various stages and actions that need to be performed before a lead is qualified. To ensure that these… Read More: Modify Maximum Active Business Process Flows allowed per entity in… »
Business reports compiled from Microsoft Dynamics 365 data can be a powerful tool for Organizations to evaluate performance and strategize short-term and long-term goals. While reports can be remarkably useful for the organization, employees often spend a considerable amount of time preparing these reports. This is a concern for many organization as it is not… Read More: Effortlessly Export Dynamics CRM/365 Reports to PDF, Word or Excel! »