Category Archives: Development

Techno-Functional Consulting for Microsoft Dynamics 365 CRM and Power Platform by Inogic

For 15+ years, Inogic has been assisting clients with its Dynamics 365 professional services to get the most from their CRM investments to develop stronger customer relationships, enhance productivity, optimize the sales process, and reduce operational expenses. We combine our deep expertise in Microsoft Dynamics 365 and Power Platform with experience in procedures, project methodology,… Read More »

How to get rid of More information required screen after spinning up a new trial

Introduction Lately, if you have spun up any trial you might have come across the below screen every time you try to sign in. It’s Microsoft’s concept of Security Defaults. If your tenant was created on or after October 22nd, 2019, Microsoft has enforced Security Defaults to most of the environments that are getting created.… Read More »

New way for creating and updating records in Dynamics 365 CRM

Introduction We often need to create or update records in bulk in Dynamics 365 CRM and there are several methods available to do so. The Import Data feature enables us to create and update the records in Dynamics 365 CRM. Further, the Bulk Edit button and Excel Online within Dynamics 365 CRM helps us to… Read More »

Solution Import issue on Dynamics 365 CRM v9.1

As we know, Microsoft has recently released Dynamics V9.1. After its release, most of the customers have upgraded to v9.1. When we tried to import the managed solution from dev CRM instance to customer end, we got the below error where customer CRM version was 9.1.0.30. The exact error we got from Downloaded log file… Read More »

Need help with implementation or migration to Dynamics 365 Portals? You are at the right place!

Before the introduction of the internet, businesses struggled to reach out to their customers and prospects for training and support of their products and services. The training sessions and support documentations drained organizations resources and were a slow method to deliver the customers, partners and employees information. While customers relied heavily on the support and… Read More »

Tip: Using SendEmailFromTemplateRequest to directly send an email using the Email Template

Earlier when we had an Email Template created for any entity, we used to follow the below four steps to send an email using Template: Retrieve the Email Template and get the Template Id Instantiate the template using InstantiateTemplate request and get the Response Create the Email in CRM using IOrganizationService object or OrganizationServiceContext object… Read More »

Inogic can help you with Dynamics CRM Development, Implementation, Migration & More

It has been 11 years since we first started Inogic back in 2006. Back then, Microsoft just upgraded the Microsoft CRM 1.0 and rebranded it to Microsoft Dynamics CRM 3.0. Since then, the application has evolved significantly, and we have been evolving with it and have adopted new technologies along the way to keep up… Read More »

Modify OOB ribbon button for Specific Activity Type Entity

Introduction: We recently had a business requirement where we wanted to hide the ‘Mark Complete’ OOB button from the home page of Activity entity. However, we wanted to hide this button for Service Activity entity and not for other activity types like Task, Appointment, Email, etc. ‘Mark Complete’ is a button on the Home Page… Read More »