Author Archives: Inogic

How to Resolve ‘Tablet privileges required’ error while accessing Dynamics 365 CRM through Mobile

Introduction: There are times when one encounters some kind of errors while accessing Dynamics 365 CRM through mobile. In this blog, we will focus on one such error. Recently while I was logging in to Dynamics 365 Mobile App as a Salesperson, I got the below error: From the error it was quite obvious that… Read More: How to Resolve ‘Tablet privileges required’ error while accessing Dynamics… »

1 Click to Export them All – Report, Word and Excel Templates in Dynamics 365 CRM!

Thank You – Your favorite 1 Click Solution, Click2Export is now a Preferred Solution on Microsoft AppSource. In our last blog, i.e. Schedule Export of SSRS/Word Templates & Auto-Send Emails in Dynamics 365 CRM with Click2Export you have seen some major updates which make Click2Export a must-have app for your Dynamics 365 CRM. You already… Read More: 1 Click to Export them All – Report, Word and… »

Dynamics 365 CRM Wave 2 Release Highlights!

Introduction: Microsoft has included quite a number of new capabilities in this Dynamics 365 Wave 2 Release which spans across its Sales, Marketing, Customer Service, Field Service, Finance, HR and Retail applications. In this blog, we will highlight some of the major features of Dynamics 365 Wave 2 Release. 1) Auto populate Lead fields with known… Read More: Dynamics 365 CRM Wave 2 Release Highlights! »

How to enable and use Connection Insights feature in Dynamics 365 CRM

Introduction Sales Insights is one of the recent offerings available for Dynamics 365 CE version 9.1.x. and above. In this blog we will explore one of the features of Sales Insights named ‘Connection Insights’. Pre-requisite Enable Sales Insights for the required environment. To do the same, simply follow the steps given below: In Sales hub… Read More: How to enable and use Connection Insights feature in Dynamics… »

Customization of Opportunity Close dialog box in Dynamics 365

Introduction: Earlier to the Wave 2 release there was no option to customize the Opportunity Close dialog box. While closing an opportunity, organization would like to know why the opportunity is lost or won. If it is lost then business will try new strategies to improve win rates. In this Wave 2 release Microsoft has… Read More: Customization of Opportunity Close dialog box in Dynamics 365 »

How to use Image Web Resource of Dynamics 365 CRM in SSRS Report

Introduction We use images in reports which were taken as external images from notes or from entity image of CRM. In this blog, we will see how we can use image web resource of CRM in SSRS report. Consider a scenario where in a report, we need to show different images depending on logged in… Read More: How to use Image Web Resource of Dynamics 365 CRM… »

Empowering Field Sales and Service Reps within Dynamics 365 CRM with Maplytics July 2019 update

The new release of Maplytics – our CfMD preferred app for Dynamics 365 CRM and PowerApps (CDS) is now available on our Website! Maplytics is constantly updated with new features frequently. With this release, other than small but helpful features, Maplytics has once again focused on navigation experience of Field Sales and Field Service Professionals… Read More: Empowering Field Sales and Service Reps within Dynamics 365 CRM… »

Install Apps from AppSource where tenant is split into Multiple Geo

Microsoft AppSource is a one-stop marketplace for various Dynamics 365 Business application needs. AppSource could be called as App Store, but for Dynamics 365 Business Applications. Recently, we came across a scenario, where a client was trying to install one of our products, but he couldn’t see his production environment in the instance picker. After… Read More: Install Apps from AppSource where tenant is split into Multiple… »

How to Enable Auto Numbering for Field Service Entities in Dynamics 365 CRM

Introduction There are various options for providing an automatically generated number for the next record created in Dynamics 365 CRM. This feature is useful to uniquely identify records. Latest Field Service upgrades introduced (version) of this feature independently for Field Service by configuring the settings from ‘Field Service Setting’ area. This blog will be the… Read More: How to Enable Auto Numbering for Field Service Entities in… »

How to use Scope with Common Data Service in Microsoft Flow

Introduction As we know in Dynamics 365 CE, the record access level plays a very crucial role, because it helps users to limit the access to the records in the Organization. This access of records can be to whole Organization, Parent: Child Business Units, Business Unit and User level. In the same way we can… Read More: How to use Scope with Common Data Service in Microsoft… »