Category Archives: Dynamics 365 v9

Hide the Question Text of checkbox for Voice of Customer in Dynamics 365

Introduction: Voice of Customer in Dynamics 365 helps to capture feedback regarding your product or service from CRM. With Voice of the Customer, we can easily set up surveys, distribute them to contacts via workflows, and capture responses. Recently we had a business requirement where we only need to show the checkbox text and not… Read More »

Fixed – Unable to Create or Update record after Upgrading Dynamics 365 CRM

Introduction: Whenever we upgrade Dynamics CRM we learn many things along with it. Recently we had a business requirement where we recently upgraded Dynamics CRM from CRM 2011 to CRM 2016. We completed upgrade smoothly but after upgrading to CRM 2016 we were not able to Create/Update the Service Activity record. While saving the record… Read More »

Exploring the Unsubscribe Survey Option in Voice of Customer in Dynamics 365 CRM

Introduction: As we know, Voice of Customer is an easy and reliable way to gather feedback via Surveys from the customer for the products or services they are using directly in your Dynamics CRM. With Voice of the Customer, we can easily set up surveys, distribute them to contacts via workflows, and capture responses. This… Read More »

Inogic Dynamics 365 CRM Apps now compatible with v9.0 – Have you checked them lately?

We have been exploring the cool new Dynamics 365 v9.0 quite a lot in the recent times. And quite often this question has been asked so a blog would be the perfect place to announce that yes your favorite Inogic Dynamics CRM apps are now compatible with the new Dynamics 365 CRM v9.0. Have you… Read More »

Migrating Dynamics 365 v9.0 Multi Select Option Set Field Data using SSIS

Introduction: Microsoft Dynamics 365 v9.0 brings some of the most awaited features and enhancements. One of the important feature introduced in Dynamics v9.0 is Multi Select Option Set. Prior to Dynamics 365 v9, there was no provision to use multi-select option set field. Our this blog explains how data import works for multi-select option set field.… Read More »

Dynamics 365 v9.0: Xrm.WebApi – Operations Part – 2

Introduction: In our previous blog, we have discussed about performing CURD operations Create, Update, Delete and Retrieve using Xrm.WebApi. In this blog, we will discuss Retrieve Multiple and Execute Actions. Let’s explore about these operations one by one. 1. Retrieve Multiple:  Retrieve multiple is used to retrieve more than one record from MS CRM. Suppose… Read More »

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

Introduction: Recently while working on Dynamics 365 v9.0 Mobile & Tablet App we found new action buttons on dashboard records which can be a benefit for Dynamics 365 user. So in this blog we will discuss about new action buttons in Dynamics 365 v9.0 Mobile & Table Client, which allows user to Qualify Lead and… Read More »

Fixed – Executing Action with Complex Output Parameters through Web API in Dynamics 365 v9.0

Introduction:        While working on Dynamics 365, we get a chance to work on lot many things. At times you work on C# or JavaScript or SSRS or SSIS. Having knowledge of so many languages, frameworks, or technologies could be taxing. Sometimes we face errors while developing something and don’t have control over how it could… Read More »

Setting Session Timeout in Dynamics CRM Online

Introduction: Earlier we had the option to set the session timeout in Microsoft Dynamics CRM On-Premises version. The session timeout for the online version, however, was defaulted to 24 hours. Microsoft has now provided the flexibility to modify the Session timeout for Dynamics CRM Online. Configuring Session Timeout for Dynamics CRM Online: To set the session… Read More »