Category Archives: Dynamics 365

Create New Records in Dynamics CRM using Microsoft Flow

Introduction: Microsoft Flow is a powerful business application that allows the user to create and automate workflows across multiple applications and services without developers help. In one of our blog “Microsoft Flow – Create a record in Dynamics 365 using Gmail Connector”, we saw how to create a record in Dynamics 365 using Gmail Connector.… Read More »

New Email Feature in Dynamics 365 v9.0

With the release of Dynamics 365 v9.0, Microsoft has introduced many new features that make our Dynamics 365 even better. With the new User Interface changes, we just can’t stop looking at it. The new User Experience added in the Dynamics 365 has become more consistent across multiple devices such as desktop, mobile and, tablet.… Read More »

Move Dynamics 365 Attachments to SharePoint using Microsoft Flow

Microsoft Flow allows us to connect and automate two disparate systems. And, the best part of Microsoft Flow is that both the systems need not be from Microsoft’s umbrella. The way Microsoft Flow allows the communication between two different systems is with the help of plethora of connectors that’s available at our disposal. We can… Read More »

Fixed – “You Need Microsoft Dynamics 365 License To Continue” Error While Reactivating Workflow

Introduction: Recently, while working we tried to make changes to an old workflow. Where we deactivated that workflow and then again activated the same workflow after making some changes, but we faced an error saying “You need Microsoft Dynamics 365 license to continue”. As we were working with System administrator Role and that user also… Read More »

Working with Translation for Managed Solution in Dynamics 365

Translation help users to understand the given details in their native language when user is unaware of that language. In CRM it is especially helpful when we are working on a packaged solution. Dynamics 365 CRM allow us to provide translation using Import/Export of translation as below. And also by adding XML tag for translation… Read More »

Useful Tool for Copying Previous Time Entries Using “Copy From” Option in Dynamics 365 Project Service

Introduction: Recently, we had business requirement where client need to record time against a project. And once the time entries has been recorded against the resources for particular week, those recorded time need to be reviewed by project manager (project manager may or may not ask to correct any of the time entry), further once… Read More »

How to associate Knowledge Article with Incident (Case) Programmatically in Dynamics 365

Introduction: Microsoft has introduced a knowledge management system for Dynamics CRM 365. This enables users to create rich knowledge articles, which also supports embedding external multimedia content like images and videos in the form of links. It also allows translations and versioning for the articles. In this blog will discuss about how to associate Knowledge… Read More »

Working with CRM View Query on Dynamics 365 App for Tablets

Sometimes we come across a scenario where we need to display sub grid depending upon some run time scenario or display details that are not possible to achieve using OOB condition like display Activities where regarding is contacts which are related to account on account form. This is not possible through options available with OOB… Read More »

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 »

Fixed – Unable to import CSV file due to error The source data is not in the required format in Dynamics 365

We had a business requirement to “Create” entity records in bulk using OOB “Import Data” feature of Dynamics 365. While doing so, we were experiencing an issue while importing data in Dynamics 365, the error we were getting was “The source data is not in the required format” We were importing the data as CSV… Read More »

Resolve Date and Time difference issue between Scheduled Board and Bookable Resource Booking Record

Numerous features are available for Dynamics 365 Field Service. Let’s review about the small feature of schedule board in Field Service. Schedule board enables to view work orders by field agents, so it is necessary that the work order scheduled date and time should be correctly viewed to avoid confusion both in Bookable resource Booking… Read More »

Track Parent Email using Parent Activity ID Field on Email Entity in Dynamics 365

Introduction: Email in Microsoft Dynamics 365 is one of the widely use feature to achieve the conversation with the customer as well as to keep track of the conversation happened with internal users. Recently, we had a business requirement, where the user wants to pull some details from initial mail in replied email record. Below… Read More »

Dynamics 365 Field Service: Payments related to Work Order and Invoice

Introduction: Field Service remains a critically important component for most of the organizations. It radically drives customer satisfaction and builds stronger trusted relationship with the customers. Recently, while working on field service, we came across an entity “Payments” and “Payment Details”, this created curiosity to explore more on this. And we did some research and… Read More »

Fixed – “Unable To Load Plug-in Assembly” Error in Dynamics 365

Introduction: Recently we had a business requirement where we created plug-ins and asynchronous workflows for ON-Premise CRM and in the plug-ins, we used some third party dll like Newtonsoft.Json.dll. But when we tried to register the plug-ins using ILMerge approach, the third party dlls did not get merged with plugin dll and other required dlls.… 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 »