Author Archives: Inogic

Create Global Email Template Programmatically in Dynamics 365 CRM

Introduction In this blog, we will discuss how we can create Global Email Template programmatically. Email templates contain prefilled data that you specify, so you don’t have to re-enter the same information for each article. To create an Email template for a specific entity (for Contact) we use logical name of the Entity “templatetypecode=contact”. Similarly,… Read More: Create Global Email Template Programmatically in Dynamics 365 CRM »

Boost Your Dynamics 365 CRM Toast Notification Display Time

Introduction With Dynamics 365 v9.1, Microsoft has upgraded UCI with many exciting features. In this blog, we will explore the feature Toast Notification Display Time available in UCI. Toast Notification Display Time is a new feature added to Dynamics 365 v9.1 but unfortunately, this feature is available only for UCI as of now, so enabling… Read More: Boost Your Dynamics 365 CRM Toast Notification Display Time »

PowerApps Portals, AI Builder, 400 new features et al – The “Wow” experience at MBAS 2019

Well, even “Wow” would be an understatement. Yes, that’s what we have experienced at our first Microsoft Business Application Summit 2019 which was recently wrapped up at Atlanta. Our Booth 22 was just buzzing with more and more interactive discussions on how we could together move ahead on this journey of digital transformation on Power… Read More: PowerApps Portals, AI Builder, 400 new features et al –… »

How to generate Power BI report based on logged-in user in Dynamics 365 CRM Online (restricted to his own record)

Note – Data in report will not follow security roles of logged-in user. Introduction In this blog we will see how to generate Power BI report based on logged-in user in Dynamics 365 CRM Online. Step 1 Create a report in Power BI desktop. Step 2 Create a role in Power BI desktop. Go to… Read More: How to generate Power BI report based on logged-in user… »

Useful tip for the Local and UTC setting in PowerApps

Introduction Handling dates with Date Time Zone in PowerApps can be tricky. So while handling the dates in PowerApps you should be aware of few Date Time Zone settings. In this blog we will be discussing the same. Date Time Zone Property in PowerApps can be set through Date Picker control. Under PowerApps inside Date… Read More: Useful tip for the Local and UTC setting in PowerApps »

Filter records in PowerApps based on the owner of the record in Dynamics 365 CE

Introduction In today’s blog we will explore how to filter records in PowerApps of Dynamics 365 CRM based on the logged in user in the PowerApps. Now I have created a default Canvas app for Account entity. As you can see in below screenshot, the list contains all the account records belonging to different users:… Read More: Filter records in PowerApps based on the owner of the… »

Schedule, Track and Manage Alerts in Dynamics 365 CRM the smart way with our new upcoming App – Alerts4Dynamics!

We are in the season of new releases! All our products are being polished with new features and soon there will be a wave of updates to revolutionize your Dynamics 365 experience. As you know, Dynamics 365 is a vast system that has innumerable processes running in synchronization and since number of users working in… Read More: Schedule, Track and Manage Alerts in Dynamics 365 CRM the… »

Execute Action with ColumnSet(ComplexType) type parameter Using Xrm.WebApi.online.execute in Dynamics 365 CRM V9.0

Introduction Microsoft has introduced Xrm.WebApi.online.execute to execute an action in Dynamics CRM version 9.0. In our last blog we have seen how to Execute action using Xrm.WebApi.online.execute in Dynamics CRM. In this blog we will see how to execute action with “ColumnSet(ComplexType)” type property. Here we are executing “GenerateQuoteFromOpportunity” action for sample purpose as this action contains… Read More: Execute Action with ColumnSet(ComplexType) type parameter Using Xrm.WebApi.online.execute in Dynamics… »

Add Fields in XML Mapping of Existing Word Template Used In Dynamics 365 CRM

Introduction In Microsoft Dynamics 365 CRM there is an option to create Word Templates. The Word Template feature was introduced in the MS Dynamics CRM 2016. It is useful to create templates for generating documents in a standardized format. To display entity data in standardized format we can export word template. But, these word templates contain… Read More: Add Fields in XML Mapping of Existing Word Template Used… »

How to solve “You do not have enough privileges to access the dashboard” or “There was an error retrieving the charts” on the dashboard

Introduction Recently one of our clients faced an issue where a user with whom the personal dashboard was shared, was getting an error while seeing the dashboard. We shared the personal dashboard with the user but the user was still unable to see the charts in the dashboard. So, after delving into the reason we… Read More: How to solve “You do not have enough privileges to… »