Introduction: In Dynamics CRM, to make the entity customization changes visible it is important to “Publish” the customization. The customization could be changes to the entity metadata or form design or adding buttons to the ribbon bar. You can also import solutions that update the customizations and publish them. Scenario: In one of the processes… Read More »
We are glad to announce that we have reached a new milestone with our achievement of Microsoft Dynamics CRM Gold ISV competency. It is exciting to get acknowledged with the highest accreditation demonstrating “best-in-class” ability. This signifies our expertise, experience, and commitment to deliver optimized and innovative solutions and services meeting the standards set out… Read More »
Introduction: We have already shown how to integrate Dynamics CRM and Power BI in our previous blog. Since Power BI has proved to be a powerful visualization tool for Dynamics CRM users, we can use Power BI in multiple ways to analyze our business data. Consider a scenario where we want to generate a chart… Read More »
Introduction: Anyone would imagine Dynamics CRM installation to be a task as simple as downloading and executing the setup file and stepping through the wizard and its done!! But No!! It’s not always done 🙁 While it would work smoothly on some systems, it would error on others and this was one of the errors… Read More »
Inogic team would like to say a big Thank you to all for visiting our booth at the just concluded CRMUG Summit 2016 held in Tampa. It was a great experience for us to be a part of it for the very first time as a Gold sponsor. The “Count In. Count On” Summit witnessed… Read More »
Introduction: Voice of the Customer is a new feature, which was introduced in Dynamics CRM 2016. We have already discussed on how to create survey and survey activity in one of our previous blog. In this blog we are going to talk about how we can display Survey Questions conditionally using Response Routing in Voice… Read More »
Introduction: In our previous blog, we discussed about requirement of SharePoint URL for moving file from Dynamics CRM to SharePoint. This can be done by retrieving Absolute and Site collection URL request in Dynamics CRM. In this blog, we will discuss about another common requirement to open SharePoint site in the mobile device and how… Read More »
In Microsoft Dynamics CRM, many emails and notes along with attachment gets created on daily basis, which results into increase in the CRM database storage which is expensive. So usually, people go with the integration of Dynamics CRM with SharePoint which reduces the CRM database storage. We receive many such requests where client wants to… Read More »
Introduction: We have already discussed how to perform entity specific custom action using Web API in one of our earlier blog. But when we want an action to be performed on multiple entities, we need to create a global action. Create global action:- Go to Settings → Processes → Click New then select category as “Action” and entity… Read More »
While working with Dynamics CRM plugin, we encountered a scenario where we were calling a Web API, which returns data in JSON format. Normally .NET framework provides many methods to use JSON in C# code, many third party solutions such as Newtonsoft.Json library are available. Mostly we use JavaScriptSerializer to read JSON data. However, when we register… Read More »