Earlier when we had an Email Template created for any entity, we used to follow the below four steps to send an email using Template: Retrieve the Email Template and get the Template Id Instantiate the template using InstantiateTemplate request and get the Response Create the Email in CRM using IOrganizationService object or OrganizationServiceContext object… Read More »
Introduction: We had a requirement where we wanted to add a view that will list out all the Work Order Incidents on the Resco Mobile CRM app. We also wanted to add clickable images to this view to allow the user to mark Work Order Incidents as resolved or unresolved through a visual guide. To… Read More »
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 »
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 »
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 »
Introduction: Microsoft Dynamics 365 introduced the concept of role-based business apps to enable organizations to package different related entities best suited for their business logic. These easy and intuitive apps allow users to find what they need to do every day. By default, Dynamics 365 comes with an App with the name ‘Dynamics 365 –… Read More »
Introduction: Very often we need to provide a link that redirects to an external link like Company Website, to be accessed by the portal users on the Microsoft Dynamics 365 Portal. However, in some cases, we need to restrict the access to those external links based on the Roles assigned to the portal user or… Read More »
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 »
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 »
We worked with Microsoft Tech Support and have the actual reasons for the issues as well as the resolution to this problem provided in the article here.