Author Archives: Inogic

EasyRepro – Open record using Grid.OpenRecord() in Dynamics 365 Unified Interface

Introduction EasyRepro is a framework which is used to automate UI testing for dynamics customers Projects. Problem Grid.OpenRecord() method is used for opening the record from home page. This method opens the record by clicking on the first available anchor tag in the list of records, which makes it necessary to have the first column… Read More: EasyRepro – Open record using Grid.OpenRecord() in Dynamics 365 Unified… »

Integrate Intuit QuickBooks with Dynamics 365 CRM using InoLink to maintain data integrity

Have you ever wondered a scenario where you could view the accounting data of your organization within Dynamics CRM to expedite your business process? We have just the right solution for you! InoLink is a tool that integrates Dynamics 365 CRM with your accounting software Intuit QuickBooks. It allows Sales team of an organization, which… Read More: Integrate Intuit QuickBooks with Dynamics 365 CRM using InoLink to… »

Retrieval of Many-to-Many (N:N) Relationship Records using Web API in Dynamics 365

Retrieve ManyTomany related records in Dynamics 365 using Web API

Introduction In this blog we will learn to retrieve Dynamic CRM entity records in respect of Many to Many relationships between two Dynamic CRM entities (OOB/Custom). So let’s take a look at the following example: In the below screeshot, there is one Many-to-Many relationship present between Account and Territory Entity of Dynamic CRM. One Territory… Read More: Retrieval of Many-to-Many (N:N) Relationship Records using Web API in… »

Working with multiple sub grids appearing on the Marketing List form in Dynamics 365 v9.1

Quick tip for multiple sub grids appearing on the Marketing List

Recently one of our customers upgraded to Dynamics 365 V9.1 version and encountered a problem with Marketing List entity. When the customer tried to view the existing Marketing List record, multiple sub grids were displayed on the Marketing List form. Follow the given steps to replicate the multiple sub grid issue: Create the Marketing List… Read More: Working with multiple sub grids appearing on the Marketing List… »

How to use htmlEncode functionality in Dynamics 365 CRM

Introduction Recently we were facing an issue where the presence of special character in string hindered the search of record in Dynamic CRM web and UCI. After working on this issue it was found that there are some more special characters which does not work like: & “ ‘ < > + ; etc. Even… Read More: How to use htmlEncode functionality in Dynamics 365 CRM »

Cascading of Two Multi-Select Option Set fields in Dynamics 365 v9.0

Introduction Microsoft introduced Multi Select Option Set in Dynamics 365 V9.0, which will help us to select more than one option. Recently we had a business requirement, where the client required multi-select option set values to populate programmatically on selection of another multi-select option set. To achieve this, first, we need to create two multi-select… Read More: Cascading of Two Multi-Select Option Set fields in Dynamics 365… »

Azure Functions, Web API, PowerApps and other tricks for Dynamics 365 CRM – Most Clicked Blogs of the Year!

Powered by passion – Inogic is a leading Microsoft ISV for Dynamics 365 CRM for over more than a decade. We brew innovative products and fuel Dynamics 365 with our range of solutions. Inogic also offers bespoke high-quality low-cost offshore development services for Microsoft products such as Power BI, Flow, PowerApps, Portals and others. Given… Read More: Azure Functions, Web API, PowerApps and other tricks for Dynamics… »

Format Table Data to Show Horizontally in Power BI

Introduction In a recent business requirement, we were requested to display account details (account number, Email) horizontally by “Account Name” in the Power BI Report. When we selected a table to display data in our Power BI report, it displayed data vertically by default. We explored more to figure out that we can’t format tables to show… Read More: Format Table Data to Show Horizontally in Power BI »

Clone Dynamics 365 Work Order along with related records using Click2Clone

Clone Work Order along with related records using Click2Clone

Work order is an entity which is mostly used by Dynamics 365 users as work order has information of what work needs to be done. It is used to coordinate and schedule resources and activities. It can be used for different types of work, such as installations, repairs, or preventive maintenance. A work order can… Read More: Clone Dynamics 365 Work Order along with related records using… »

Converting Date and Time based on User Time Zone in PowerApp for Dynamics 365 CE

Introduction In our previous blog we have explored on how to set date and time fields of dynamics 365 through power app. Handling date and time fields according to time zone is quite tedious task. In today’s blog we will explore more on how to handle date and time fields of dynamics 365 according to… Read More: Converting Date and Time based on User Time Zone in… »