Author Archives: inogic

How to Convert Currency Field Value as per logged in user’s Currency setting in SSRS

Introduction In this blog, we have explained how to convert currency field value as per the CRM logged-in user currency setting. Thus, it would be helpful for user to get the converted amount in their selected default currency. For example: User ‘A’ entered the amount as USD 10 and User ‘B’ have default currency as… Read More »

Introducing Microsoft Wave 2 New Feature – High Density Header

Introduction With the commencement of Wave 2 Microsoft has introduced another cool feature – ‘High Density Header’. Well, High Density Header is a different approach towards the visual representation of form headers. This is also a step towards making the Unified Interface the primary Interface as this feature even though is implemented by default only… Read More »

1 Click to Export them All – Report, Word and Excel Templates in Dynamics 365 CRM!

Thank You – Your favorite 1 Click Solution, Click2Export is now a Preferred Solution on Microsoft AppSource. In our last blog, you have seen some major updates which makes Click2Export a must have app for your Dynamics 365 CRM. Today let’s take this one more step ahead with our new release. Let’s learn in detail… Read More »

Dynamics 365 CRM Wave 2 Release Highlights!

Introduction: Microsoft has included quite a number of new capabilities in this Dynamics 365 Wave 2 Release which spans across its Sales, Marketing, Customer Service, Field Service, Finance, HR and Retail applications. In this blog, we will highlight some of the major features of Dynamics 365 Wave 2 Release. 1) Auto populate Lead fields with known… Read More »

How to enable and use Connection Insights feature in Dynamics 365 CRM

Introduction Sales Insights is one of the recent offerings available for Dynamics 365 CE version 9.1.x. and above. In this blog we will explore one of the features of Sales Insights named ‘Connection Insights’. Pre-requisite Enable Sales Insights for the required environment. To do the same, simply follow the steps given below: In Sales hub… Read More »

Empowering Field Sales and Service Reps within Dynamics 365 CRM with Maplytics July 2019 update

The new release of Maplytics – our CfMD preferred app for Dynamics 365 CRM and PowerApps (CDS)  is now available on our Website! Maplytics is constantly updated with new features frequently. With this release, other than small but helpful features, Maplytics has once again focused on navigation experience of Field Sales and Field Service Professionals… Read More »

Install Apps from AppSource where tenant is split into Multiple Geo

Microsoft AppSource is a one-stop marketplace for various Dynamics 365 Business application needs. AppSource could be called as App Store, but for Dynamics 365 Business Applications. Recently, we came across a scenario, where a client was trying to install one of our products, but he couldn’t see his production environment in the instance picker. After… Read More »