Author Archives: Inogic

Set Reference and Auto Update the cloned Dynamics CRM record using Click2Clone workflow Feature

Our new release of Click2Clone solution and its new features has been helping Dynamics CRM users save a lot of time. Originally, Click2Clone started with some basic features of cloning records in a simple manner. Eventually, we started getting requests for enhancement of advanced cloning features. With the help of valuable feedback and suggestions by… Read More: Set Reference and Auto Update the cloned Dynamics CRM record… »

Show Or Hide Microsoft FLOW button in Dynamics 365

As we know, we can easily see or create FLOW processes from Dynamics 365 CE for required entities using FLOW button. This FLOW button, we can see on Entity’s Homepage and FORM and as well in Site Map. To show or hide the FLOW button in CRM, we can use system settings. For this, we… Read More: Show Or Hide Microsoft FLOW button in Dynamics 365 »

Working with Filters of views in Resco Mobile App

Introduction: Recently, we had a business requirement where we need to filter the List View on the entity form of Resco mobile app. Generally, when you add a List View on an entity form, it will show all related records in that list. But we can filter the Views in Resco mobile app to show… Read More: Working with Filters of views in Resco Mobile App »

How to Show the Survey Response of a Survey for a Particular Entity using VOC in Dynamics 365

Introduction: As we know that, VOC is an Add-on in Dynamics CRM online that allows the creation of customer surveys, these surveys could then be sent out to determine the level of customer satisfaction. Here, in this blog, we will see how to show the survey responses of a survey associate for a particular entity. So… Read More: How to Show the Survey Response of a Survey for… »

Solved – Links Not Redirecting to Respective Webpage or App in Android Device from Dynamics 365 Mobile App

In one of our recent project, we were facing the issue where we had links on our design Html page and these links were working fine on desktop and IOS devices. But when we tried opening same on android mobile it fails. Let’s take an example: – We are developing one html web resource that… Read More: Solved – Links Not Redirecting to Respective Webpage or App… »

Rewinding our CRMUG Summit 2018 Memories – Thank You friends!

Well, can’t believe #UserGroupSummit is over and we are back home. Year on year it just continues to grow in numbers, groups, sessions and ofcoz more Dynamics friends and leads for us. It’s time to rewind and Thank everyone who visited and interacted with us at our booth and our session. A special thanks to… Read More: Rewinding our CRMUG Summit 2018 Memories – Thank You friends! »

Working on Lookup field of Dynamics 365 in Power BI

Introduction: Recently, we had a business requirement to show lookup fields name in our Power BI Reports. In Power BI Lookup columns show its guid and not name. So after some research and play around we found a solution to this problem. We achieved it by using LOOKUPVALUE function. Here as you can see in… Read More: Working on Lookup field of Dynamics 365 in Power BI »

Maplytics October 2018 Release – Maps integration with Dynamics 365 CRM in another new Avatar!

We are here once again with our new release. Thank you so much to our Partners and Maplytics users for their feedback time and again which helps us to take up new challenges and add strong new features in your favorite Maps integration solution for Dynamics 365 CRM. In Maplytics March 2018 release, our core focus… Read More: Maplytics October 2018 Release – Maps integration with Dynamics 365… »

Connect to the Power BI Using Common Data Service (CDS)

Introduction: The Common Data Service is an integral part of the Business Application Platform, providing secure cloud storage for your app data and integrating with Office 365 and Dynamics 365. Common Data Service (CDS) is one of the way to pull data from Dynamics 365. Common Data Service (CDS) enables us to easily build and extend… Read More: Connect to the Power BI Using Common Data Service (CDS) »

Multiple language options on a single web page in Microsoft Portal

Introduction: Recently we had a business requirement to use a localization (Multiple language options) on a single page i.e. not for the whole portal website. But we don’t want to use out of box localization concept since it applies to whole portal website as shown in above screenshot. So after some research and play around… Read More: Multiple language options on a single web page in Microsoft… »