Author Archives: Inogic

[Live Webinar] Maplytics August 2017 Release – Uniquely Yours

With user centric improvements and features, Maplytics August 2017 Release is designed to enhance the productivity of every Dynamics CRM user by adding enhanced geo-analytics capabilities and user level personalization! The new release is more user-friendly than its predecessors and empowers the user to do more on the map within Dynamics 365 Customer Engagement and… Read More: [Live Webinar] Maplytics August 2017 Release – Uniquely Yours »

Fixed – ‘The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId’ error while processing Email Attachment using SSIS

'The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId' error while processing Email Attachment using SSIS

Introduction: While performing data migration most of the time, we need to migrate Email and Email Attachments, where we first migrate the Emails and then migrate the Email Attachments. However, when we did a run for this, we were facing the below error. ‘The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId.’… Read More: Fixed – ‘The attachment cannot be saved. Either specify activityId… »

Click2Clone for Dynamics 365 is now even more powerful!

Copy Dynamics CRM Records in a single click

Click2Clone is a productivity app for Microsoft Dynamics 365 Customer Engagement that empowers the users to automate the process of copying OOB & custom MS Dynamics CRM entities. Click2Clone simplifies the process of creating new records in Dynamics 365 and helps CRM users to significantly reduce the time spent on manual data entry and improve… Read More: Click2Clone for Dynamics 365 is now even more powerful! »

Make the Business Process Flow fields to be required conditionally

Introduction: Recently, we had a business requirement to make some fields, present in the Business process flow stage, to be required conditionally based on the value selected in one of the fields in the BPF stage. First, we tried to achieve this by writing a client side JavaScript code to make the Business Process fields… Read More: Make the Business Process Flow fields to be required conditionally »

Changing the title of a custom Signature tab in Resco

Introduction: Resco is amazing, and as we dive deeper, we are amazed at the flexibility the app offers to customize various aspects. Be it a form, view, or a custom tab, the extent to which a particular section can be customized is countless. This time around, we were impressed by the way Resco allows to… Read More: Changing the title of a custom Signature tab in Resco »

Tip – Composite Name field in Dynamics 365

Introduction: Recently we had a requirement to show the middle name in the Composite Name field in Dynamics 365. Currently, the composite name field on the fly out only shows the First Name and the Last Name as shown in the screenshot below; However, the requirement was to show the middle Name too. There are… Read More: Tip – Composite Name field in Dynamics 365 »

Send Invite to Contacts automatically for Microsoft Portal in Dynamics 365

Introduction: After installing/configuring the Portal for Dynamics 365 online, the first question that comes to our mind is, how will we give the Portal access/login to contacts? In this blog, we will discuss few questions related to Portal access. Question #1 As a System Administrator/CRM User, how can we send an invitation to Dynamics CRM… Read More: Send Invite to Contacts automatically for Microsoft Portal in Dynamics… »

Unable to Load View in Dynamics 365

Introduction: Recently, we upgraded Dynamics CRM 2011 to Dynamics CRM 2016(8.2). Everything was working well except for one View that was unable to Load and was throwing an error as shown in the screenshot below; We downloaded the error details by clicking on the ‘Download Log File’ button, and found the exact error message; ‘Condition… Read More: Unable to Load View in Dynamics 365 »

Maplytics August 2017 Release – Uniquely Yours!

Gear up Maplytics users, the Maplytics August 2017 Release is here, and it is power packed with new capabilities to further elevate your geo-analytical mapping experience within Dynamics 365 Customer Engagement! The new release has remarkable new features and upgrades to make your geo-analytics within Dynamics 365 more efficient! Our core focus for this release… Read More: Maplytics August 2017 Release – Uniquely Yours! »