Author Archives: inogic

Execute Action with ColumnSet(ComplexType) type parameter Using Xrm.WebApi.online.execute in Dynamics 365 CRM V9.0

Introduction Microsoft has introduced Xrm.WebApi.online.execute to execute an action in Dynamics CRM version 9.0. In our last blog we have seen how to Execute action using Xrm.WebApi.online.execute in Dynamics CRM. In this blog we will see how to execute action with “ColumnSet(ComplexType)” type property. Here we are executing “GenerateQuoteFromOpportunity” action for sample purpose as this action contains… Read More »

How to solve “You do not have enough privileges to access the dashboard” or “There was an error retrieving the charts” on the dashboard

Introduction Recently one of our clients faced an issue where a user with whom the personal dashboard was shared, was getting an error while seeing the dashboard. We shared the personal dashboard with the user but the user was still unable to see the charts in the dashboard. So, after delving into the reason we… Read More »

1 Click to Export Word Templates and Email or Attach as Note or Upload to SharePoint within Dynamics 365 CRM

Dynamics 365 CRM is an extremely powerful system that caters to various functionalities of Sales, Service, Marketing, Finance and other domains. Dynamics 365 helps to create Reports and Word Templates which further strengthens its capability. Although it is a complex process to export these Reports/Word Templates, yet it empowers Dynamics 365 users with the ability… Read More »

Open PowerApps from Inside Dynamics 365 CRM

Introduction: PowerApps applications were developed for showing the Dynamics 365 CRM entities. To use these applications, it was opened outside Dynamics 365 CRM. But, there is a way to open these Apps from inside the Dynamics 365 CRM. Actually, every developed PowerApps application has its own web link and through this web link we could… Read More »

Link Existing Customers and Products between QuickBooks Online and Dynamics 365 CRM using InoLink

Introduction InoLink has a great feature named ‘Link Existing Customers’ and ‘Link Existing Products’, using which, the user can link all your existing Customers i.e. Accounts and Contacts, and Products between the two systems i.e. Dynamics 365 and QuickBooks Online. Let’s say you have been using Dynamics CRM, and QuickBooks Online for a long time… Read More »