Author Archives: Inogic

User Adoption Metrics that matter in your Dynamics CRM

This is a part two of our User Adoption Tracker Series. In Part 1 we saw how User Adoption Tracker could help you to track users actions of your Dynamics CRM/365. As we have been talking about adaptability, here in Part 2 lets read more about the Dashboards available in our user adoption tracker for your… Read More »

Re-Install Sample records of Entity maps and Dashboards in Maplytics

While we were discussing about Registering Maplytics in our last post we saw once the Maplytics license was installed there’s an option to install Sample Dashboards. This post explains how to restore the sample data installed for Maplytics if you have accidentally deleted the sample records of EntityMap/Dashboard. If you try to re-install the samples… Read More »

ExecuteMultiple & Workflow or Plugin Assemblies

Introduction: ExecuteMultipleRequest – Message that allows you to club multiple CRM operations and execute them at one go without having to send each of these as separate requests. The ExecuteMultiple provides you with the option to indicate whether you want to continue processing the remaining requests if one of them fails or to stop processing. But… Read More »

Creating Calendar rules with Breaks in Microsoft Dynamics CRM 2015

Introduction: Microsoft Dynamics CRM has comprehensive Calendar management capabilities to manage work schedules. You are allowed to not only specify the work hours but also the break times when the resource would be unavailable. Here we are demonstrating how to add breaks to daily work schedule programmatically. Calendar and Calendar rules entities in CRM are… Read More »

Configure Maplytics Default values in your Dynamics CRM

Every business is unique and Maplytics caters to all user personas of Sales, Marketing and Managers providing them with analytical Power of Maps from within your Dynamics CRM on-premises or online. To map your requirements with Maplytics you need to configure the default values best suited for your business need. How to Configure Default Values:… Read More »

Assign Maplytics Security Roles to users in your Dynamics CRM

After adding users to the Maplytics Team it is important to assign a secutity role to the user. This post will cover more about Maplytics Security roles and how you can assign them to your CRM users. Steps to Assign Maplytics Security Roles: Two new security roles specific to Maplytics would be installed along with… Read More »

Create Maplytics Team in your Dynamics CRM

In our earlier posts we have seen how to install and Register Maplytics in your Dynamics CRM. For a better control over who you want to give access to Maplytics in your organization we have made it a primary requirement to setup Maplytics Team in your Dynamics CRM on-premises or online. Lets read more about this… Read More »

API functions to control Subgrid behavior starting Dynamics CRM 2015 Update 1

Introduction: Prior to CRM2015 update 1 the only available function for interacting with the subgrids on the form was refresh(). This function is used to refresh the sub-grid records. With the release of CRM 2015 update 1, more functions were introduced to interact with the sub-grid using JavaScript. Function list: 1. addOnLoad 2. removeOnLoad Use… Read More »