Author Archives: Inogic

Useful Tool for Copying Previous Time Entries Using “Copy From” Option in Dynamics 365 Project Service

Introduction: Recently, we had business requirement where client need to record time against a project. And once the time entries has been recorded against the resources for particular week, those recorded time need to be reviewed by project manager (project manager may or may not ask to correct any of the time entry), further once… Read More: Useful Tool for Copying Previous Time Entries Using “Copy From”… »

How to associate Knowledge Article with Incident (Case) Programmatically in Dynamics 365

How to associate Knowledge Article with Incident (Case) Programmatically in Dynamics 365

Introduction: Microsoft has introduced a knowledge management system for Dynamics CRM 365. This enables users to create rich knowledge articles, which also supports embedding external multimedia content like images and videos in the form of links. It also allows translations and versioning for the articles. In this blog will discuss about how to associate Knowledge… Read More: How to associate Knowledge Article with Incident (Case) Programmatically in… »

Error while Qualifying Lead in Dynamics 365

Facing Issue on qualifying a lead

Introduction: Recently while working we came across an issue while qualifying the lead as shown in the below screenshot. As we all know when a lead is qualified along with Opportunity and Account a Contact record also gets created with this lead as the Originating Lead. So there is 1:N relationship named “contact_originating_lead” between the… Read More: Error while Qualifying Lead in Dynamics 365 »

Redefining Field Productivity within Dynamics 365 – Maplytics March 2018 Release

A few months back, we released a new version of Maplytics that supported the Dynamics 365 v9 and along with it came the ability to access Maplytics on Dynamics 365 App for Phones. After the release, the product team immediately started working on the next version and the core focus of this release was to… Read More: Redefining Field Productivity within Dynamics 365 – Maplytics March 2018… »

Enable Editing of Fields for Mobile Offline Usage in Dynamics 365

Enable Editing of Fields for Mobile Offline Usage in Dynamics 365

Introduction: If user access Dynamics 365 through a mobile app and it is in offline mode then the user gets an error message and unable to edit records as fields are locked in offline mode. In this blog, we will walk you through the steps to enable the editing of entity fields in offline mode.… Read More: Enable Editing of Fields for Mobile Offline Usage in Dynamics… »

Top 8 Reasons Why You Should Have Maplytics as a Part of Your CRM Strategy

A CRM system like Dynamics 365 is a beautiful amalgamation of business strategy and the power of technology. Since the inception of CRM, businesses have harnessed the convenience and usability of having all the customer interaction and data in a single place to supercharge their business processes and improve the overall customer experience. When a… Read More: Top 8 Reasons Why You Should Have Maplytics as a… »

Steps to Prevent VOC from Failing to Create Feedback Entity Records While Chaining Survey in Dynamics 365

Introduction: Voice of the Customer introduced in Dynamics CRM 2016 has enabled organizations to get feedback from their customers across devices. To know how to create VOC Survey and survey activity, refer this article. In this blog, we will discuss about how to prevent VOC from failing to create feedback entity record while chaining survey. Recently,… Read More: Steps to Prevent VOC from Failing to Create Feedback Entity… »

Summit EMEA Update 2.0 – 3 More Reasons To Connect With Your Dynamics 365 Friends At Dublin In April!

In our last update 1.0, we saw how these 3 days are must attend days of learning, networking and growing together! We are now just a month away from Summit EMEA and excited to a part of Premier Event for the very first time this year as a Silver Sponsor.Summit is always the place to be… Read More: Summit EMEA Update 2.0 – 3 More Reasons To Connect… »

Working with Microsoft Dynamics 365 Portal Password Reset

Working with Microsoft Dynamics 365 Portal Password Reset

Introduction: It’s quite often that we do forget our login password to the portal, In that case forgot password option comes to rescue. Using forgot password or reset password option available in login module we can recover lost password in few clicks. Like every other portal Microsoft portal also consists of the forgot password functionality.… Read More: Working with Microsoft Dynamics 365 Portal Password Reset »