Category Archives: Dynamics 365

Set Regarding and Party list field in Dynamics 365 CRM UCI using Open Entity Form

Introduction With the release of Dynamics 365 V9.0 many client API has been changed. The list of the client API in which Dynamics 365 v9.0 is supported is available here. In this blog, we will see how to set regarding and party list field using open entity form in UCI. We had a requirement to… Read More: Set Regarding and Party list field in Dynamics 365 CRM… »

How to Detect Dataset PCF control is set for Home grid or Sub grid

Introduction In this blog, we will see how to identify whether the current Dataset PCF control is used for home grid or sub grid of Dynamics 365 CRM. Problem: Create one Dataset PCF control and set that control on Account entity home grid. In this control read the current entity home grid records using view… Read More: How to Detect Dataset PCF control is set for Home… »

Create Announcements, Alerts and Notifications to improve your Sales and Customer Service with Alerts4Dynamics in Dynamics 365 CRM

Ever since the launch of Alerts4Dynamics the number of downloads has been on the rise every day, but the best part is your astounding feedback. We are glad that with Alerts4Dynamics, we are able to serve the Dynamics community again and be a source of enriching experience. Recently we conducted a webinar for Alerts4Dynamics for… Read More: Create Announcements, Alerts and Notifications to improve your Sales and… »

How to Convert Currency Field Value as per logged in user’s Currency setting in SSRS

Introduction In this blog, we have explained how to convert currency field value as per the CRM logged-in user currency setting. Thus, it would be helpful for user to get the converted amount in their selected default currency. For example: User ‘A’ entered the amount as USD 10 and User ‘B’ have default currency as… Read More: How to Convert Currency Field Value as per logged in… »

How to use Scope with Common Data Service in Microsoft Flow

Introduction As we know in Dynamics 365 CE, the record access level plays a very crucial role, because it helps users to limit the access to the records in the Organization. This access of records can be to whole Organization, Parent: Child Business Units, Business Unit and User level. In the same way we can… Read More: How to use Scope with Common Data Service in Microsoft… »

How to resolve multiple RibbonRule with rule id error in Dynamics 365 CRM

Introduction In this blog, we will learn how to resolve multiple RibbonRule with rule id error. Previously, we received a client requirment to add a new button in Application ribbon which already had two buttons. It was necessary to perform some new funcionality which the client required. So we tried to add new ribbon button… Read More: How to resolve multiple RibbonRule with rule id error in… »

Explore our Microsoft Preferred Solution (s) for Dynamics 365 CRM on AppSource!

Thank You so very much – Well, that’s how we would like to start with, for all the amazing feedback on our Dynamics 365 CRM / PowerApps apps and coming up with real complicated requirements for us each time and isn’t that one of the reasons why we call these as Inogic Productivity Apps!! We… Read More: Explore our Microsoft Preferred Solution (s) for Dynamics 365 CRM… »

Power Platform : How to extract Form document data using AI Builder and Microsoft Flow

Introduction In our day to day business processes, we can use Artificial Intelligence to advance business operations. The AI Builder (preview feature) is the new Power Platform feature that allows us to use Artificial Intelligence to easily automate our business processes and predict outcomes. AI Builder currently supports four types of AI model, Form processing… Read More: Power Platform : How to extract Form document data using… »

Increase productivity of CRM users by using Dynamics 365 Virtual Agent

Introduction In our previous blog, we illustrated how we can use Dynamics 365 Virtual Agent to create Chatbot for the customers. In this blog, we will see how we can use Dynamics 365 Virtual Agent for employees of the organization or the CRM users. We can allow the CRM users to use Chatbot to perform… Read More: Increase productivity of CRM users by using Dynamics 365 Virtual… »

Create chatbot using Dynamics 365 Virtual Agent for your Customers

Introduction Customer service is the key aspect of any organization that add value to their growth. It becomes very important for organizations to focus on satisfying the customers with their services. We know email, phone call are the channels that the customer use to reach out to the organization and get what they are looking… Read More: Create chatbot using Dynamics 365 Virtual Agent for your Customers »