Category Archives: Dynamics 365

Unable to connect IFD CRM using Plugin Registration Tool

When we setup IFD configuration for Dynamic 365 it doesn’t always go smoothly. Sometimes, after configuring IFD, the CRM connects through the web client, but it does not connect using Plugin Registration Tool. The below message is displayed while connecting CRM using Plugin Registration Tool: We have faced this issue many times and have found various solutions!… Read More »

Enable Multiple Languages on Microsoft Dynamics 365 Portal

Introduction: Microsoft Portals can be used to surface data from Microsoft Dynamics 365 Customer Engagement for an external audience. Microsoft Portal provide various pre-configured templates for Customer Portal, Partner Portal, and Employee portal amongst others. Recently the portals were extended to provide Multi-language support, and here we cover the steps to enable multiple languages for… Read More »

Feature Enhancements to Notes in Dynamics 365 for Phones and Tablets

Introduction: Microsoft Dynamics 365 comes with many functionality enhancements that offer a seamless and integrated user experience on the web and mobile client to empower on the go users. Some of the feature enhancements use the on device hardware to offer a refined experience to the user. One such feature enhancement is in the Notes… Read More »

[Webinar] Experience Real World Examples of Mapping Solution in Dynamics 365

Recently we hosted a Live Webinar on 26th April, 10 AM GMT, and it was a phenomenal success! Responses received from the attendees were great, and everyone loved our Geo-Analytical Solution for Dynamics 365. However, interested people from other regions missed the Webinar due to the time zone difference. Now, we invite everyone who missed… Read More »

Stage-gating a Business Process Flow using two-options attribute type in Dynamics 365 Customer Engagement

Introduction: Business Process Flows (BPF) have been around for a while now. BPF aid user adoption by guiding the users through the process that need to be followed at each step of the sales stage. You can add various stages in the business process flow to indicate the stage at which this record take for… Read More »

Modify Maximum Active Business Process Flows allowed per entity in Dynamics 365

Introduction: Business Process Flow was introduced around CRM 2013. Business Process Flows can be used a guide to assist the users with the business process to be followed. Take for example Lead; your business could define the various stages and actions that need to be performed before a lead is qualified. To ensure that these… Read More »