Introduction: Organizations use Microsoft Dynamics 365 Portals as a hub for making relevant information available to the users at the right time. Many organizations need their portal users to attach documents that get stored in CRM but can be easily accessed from the portal for effortless information flow. Steps to attach documents from Microsoft Portal:… Read More: Attach Documents from Microsoft Dynamics 365 Portal »
We are ready for one of the biggest gatherings of Dynamics 365 peers, CRMUG Summit Nashville. Summit brings the Dynamics CRM community together from all over the world to interact, network, and get inspired. As a Gold Sponsor, we will be exhibiting our flagship product, Maplytics™, which is a native Map Visualization, Routing & Geo-analytics… Read More: Attending CRMUG Summit Nashville? Let’s catch-up at Booth 724! »
Introduction: Plug-in is used to inject a custom logic in the CRM process to transform or extend the out-of-the-box features/behavior of Dynamics 365 platform. Recently, we had a business requirement to develop a plugin for Dynamics CRM On-Premises. After developing the plug-in based on the business need, the next step was to register the plug-in… Read More: Fixed – Login issue for Dynamics CRM On-Premises using Plug-in… »
Introduction: Field Service capabilities in Microsoft Dynamics 365 helps service organizations in managing resources, work orders, inventory, customer assets, and more to improve overall resource productivity for on-site installation & maintenance services. In this blog, we will discuss how the work order generation process can be automated out-of-the-box. Generating Work Order in advance from Agreements:… Read More: Dynamics 365 Field Service: Generate Agreement Work Order in Advance »
What do you do when you get an urgent email from one of your clients you have been following up since last few weeks, and the client wants you to email a quote urgently? You hurriedly browse through Dynamics 365 to export the quote that you need in PDF format and realize that the process… Read More: Save Time by attaching Dynamics 365 Quote to an Email… »
Introduction: Very often, we need to retrieve an entity to update a field but due to concurrency issue, the entity is already updated, and we are stuck. In scenarios like this, we can use Optimistic Concurrency to determine whether an entity was modified since it was last retrieved! Recently, while working with one of our… Read More: Optimistic Concurrency in Dynamics 365 »
The introduction of Representational State Transfer (REST) service has allowed us to remotely interact with SharePoint data and perform basic operations like Create, Delete, Read and Update on SharePoint folders and files. When we use REST, we don’t need to add any references to libraries or client assemblies in SharePoint. In one of our earlier… Read More: Fixed – AADSTS90100: Invalid request. The Accept request parameter value… »
D365UG/CRMUG Summit Nashville is just around the corner and this year too Inogic and Maplytics would be exhibiting there as Gold Sponsor at Booth 724. This year’s Summit is to be held in Nashville, TN from 10-13 October 2017 and we are already excited to see what the 2017 edition of the largest gathering of… Read More: Block your schedule – 11th Oct, 3PM for our CRMUG… »
Introduction: Voice of the Customer surveys that was 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 guide you through the process of opening a Voice of the Customer Survey… Read More: Open Voice of the Customer survey link in a specific… »
Introduction: In one of our previous blogs, we explained how to set up the VOC in Dynamics 365 environment. In this blog, we will explain how to add custom CSS to the VOC Survey. Recently, we developed a VOC survey to get the customer feedback in Dynamics CRM as seen in the screenshot below; The… Read More: Apply Custom CSS to VOC Survey in Dynamics 365 »