Category Archives: Dynamics 365 v9

How to update records within Resco Rules for Field Service Mobile App

Introduction Field service mobile app provides information which is essential for Field technicians to work at customer location and complete their work orders on time. There are various features that are available while working with customization of the Field Service Mobile app. Woodford is the configuration for customizing components for Field Service Mobile app. It… Read More: How to update records within Resco Rules for Field Service… »

How to see Business Process Flows in UCI App

Introduction In the recent times, Dynamics 365 CRM have undergone a complete UI overhaul. The new UI is called Unified Client Interface which is most commonly known as UCI. To be honest, the new UI is great, the load page time has improved as compared to the yesteryear UI. But, the simplest of things can… Read More: How to see Business Process Flows in UCI App »

Use Playbooks in Dynamics 365 CE

Introduction With the Playbooks feature, we can automate the sales processes or events in the Dynamics 365 CE without knowing Dynamics 365 CE customizations like workflows, plugins, etc. Means, we can set up automated processes by simply creating records in the CRM. So, here, let’s take an example – if a new lead is created… Read More: Use Playbooks in Dynamics 365 CE »

How to use Enhanced Reference Panel in UCI for rendering multiple sub-grids

Introduction: Enhanced Reference Panels is now available in UCI/UII Client. Reference panel have been around for a couple of versions now. However, it has gone mostly unnoticed and under-utilized. Reference panels are a good way to organize sub-grid information without utilizing too much of the screen space. It is compact and allows quick access to… Read More: How to use Enhanced Reference Panel in UCI for rendering… »

Avoid delegation while filtering records in Power Apps

Introduction Delegation in Power Apps means process of retrieving data to the data source itself. This means Power Apps will retrieve small amount of data to make sure the performance is consistent. We often get delegation warning when we filter huge data source in Power Apps as shown in below screenshot. To avoid the delegation… Read More: Avoid delegation while filtering records in Power Apps »

How to add users in Office 365 using ‘User Template’

Introduction In this blog, we will focus on ‘User Template’. Adding Users to Office 365 with same configuration is now possible by creating ‘User Template’. User Template allows you to quickly add the user with a saved configuration. Let’s consider a scenario of adding 5-6 users (Salesperson) to Dynamics 365 CRM with same basic information… Read More: How to add users in Office 365 using ‘User Template’ »

How to Convert Personal View to System View in Dynamics 365 CRM

Introduction In this blog we are going to explain how to convert personal views into system views without any coding or without using any third party solution. System views, similar to Public views are automatically created by Dynamics 365 CRM on installation. Why we need to convert personal views to system views? Personal view is only… Read More: How to Convert Personal View to System View in Dynamics… »

A Day in the Life of a Dynamics 365 CRM or PowerApps User with Inogic Productivity Apps!

Christmas is just around the corner and everyone is eagerly waiting for their gifts from Santa. But this year it’s going to be different. This year Santa is going to ensure that your Holidays are extra special and you enjoy it to the fullest. And how does he plan to do it? Well he has… Read More: A Day in the Life of a Dynamics 365 CRM… »

How to book resource on schedule board for Dynamics 365 CRM using multiple booking methods

Introduction Many times it happens that while booking the resource on schedule board we do not pay much attention in how much capacity the resource actually has. In this blog, we will explore the PSA V3 schedule board booking capability for Dynamics 365 CRM Unified Interface version 9.x and above. Further in this blog we… Read More: How to book resource on schedule board for Dynamics 365… »

Capture Video in Dynamics 365 Mobile App Using Client API Method

Introduction Microsoft has introduced many client APIs for user-friendliness and user attraction. ‘captureVideo’ is a client API for Dynamics 365 Mobile App in which we can capture a video using mobile device camera and store the captured video. This API is available for Mobile App. Note: This API invokes the device camera to record video.… Read More: Capture Video in Dynamics 365 Mobile App Using Client API… »