Author Archives: Inogic

Effortlessly Export Dynamics CRM/365 Reports to PDF, Word or Excel!

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 »

[SOLVED] Issue with moving Actions between environments using Solutions

Issue: Recently, while moving an Action from Dev environment to the Production environment through solutions, we faced an issue of “Resource not found”. Though the action seems to be imported successfully, it didn’t appear to work and was showing the mentioned error. Cause: Further investigating the issue, we came to know the reason behind it.… Read More »

Inogic can help you with Dynamics CRM Development, Implementation, Migration & More

It has been 11 years since we first started Inogic back in 2006. Back then, Microsoft just upgraded the Microsoft CRM 1.0 and rebranded it to Microsoft Dynamics CRM 3.0. Since then, the application has evolved significantly, and we have been evolving with it and have adopted new technologies along the way to keep up… Read More »

Controls in Dynamics 365 for Mobile App: Star Rating

In our previous blogs of the ‘Controls in Dynamics 365 for Mobile App’ series, we discussed Input Mask, Multimedia, Website Preview and Auto-Complete controls. The Auto-Complete control allows users to select a value from the drop-down list rather than typing the whole text and save time while entering data in the Dynamics 365 Mobile and… Read More »

Views show no records – Double check Field Level Security in Dynamics 365/CRM

Apart from Security roles that allow controlling record level access, Dynamics 365/CRM also supports Field Level Security that allows you to control access to individual fields. Using Field Level Security, you can control ‘Read’, ‘Update’ and ‘Create’ access. If a user does not have “Read” access to a particular field, a lot of your processes… Read More »

One Click is all it takes to Clone/Copy Dynamics 365 Records

One Click is all it takes to Clone/Copy Dynamics 365 Records The success of a business is defined by the efficiency of their employees. If the employees are spending time on activities that do not add value to the business process, the organization ends up losing valuable opportunities! A lot of time is wasted when… Read More »

Show HTML Webresources in Charts within Microsoft Dynamics 365/CRM

Introduction: For a long time now, perhaps from version 2011 of Microsoft Dynamics CRM, we could design charts and these charts are displayed as a contextual pane beside the views that display the requested charts using the data currently being displayed in the View. It is only recently that we discovered a hidden gem, the… Read More »

Using Entity Reference Output Parameter in Workflow Assembly

Introduction: Workflows in Dynamics CRM (now known as Process in Dynamics 365) allow users to create and manage automated business processes. It can be used to update entity records or related entity records. Using the OOB Workflow we can only update records which are accessible under the Workflow context. If you want to update any… Read More »