Issue: We were unable to update Relying Party using Update Federation Metadata button in ADFS as can be seen in the below screenshot: There were no errors reported in the EventViewer for this and trying to reconfigure Relying Party Trust failed as well. Solution: With ADFS and IFD the problem has always been the Certificates,… Read More »
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 »
Business reports compiled from Microsoft Dynamics 365 data can be a powerful tool for Organizations to evaluate performance and strategize short-term and long-term goals. While reports can be remarkably useful for the organization, employees often spend a considerable amount of time preparing these reports. This is a concern for many organization as it is not… Read More »
In our previous blogs of the ‘Controls in Dynamics 365 for Mobile App’ series, we discussed Input Mask, Multimedia, Website Preview, Auto-Complete, and Star Rating controls. Star Rating control allows users to add star ratings on entity records to rate it on a scale of 1 to 5 in Dynamics 365 Mobile and Tablet app.… Read More »
![[SOLVED] Issue with moving Actions between environments using Solutions](https://www.inogic.com/blog/wp-content/uploads/2017/04/SOLVED-Issue-with-moving-Actions-between-environments-using-Solutions-1-1-200x140.png)
Issue: Recently, while moving an Action from Dev environment to the Production environment through solutions, we faced an issue of “Resource not found”. Though the action seems to be imported successfully, it didn’t appear to work and was showing the mentioned error. Cause: Further investigating the issue, we came to know the reason behind it.… Read More »
In our previous blogs of the ‘Controls in Dynamics 365 for Mobile App’ series, we discussed Input Mask, Multimedia, Website Preview and Auto-Complete controls. The Auto-Complete control allows users to select a value from the drop-down list rather than typing the whole text and save time while entering data in the Dynamics 365 Mobile and… Read More »
Apart from Security roles that allow controlling record level access, Dynamics 365/CRM also supports Field Level Security that allows you to control access to individual fields. Using Field Level Security, you can control ‘Read’, ‘Update’ and ‘Create’ access. If a user does not have “Read” access to a particular field, a lot of your processes… Read More »
Introduction: For a long time now, perhaps from version 2011 of Microsoft Dynamics CRM, we could design charts and these charts are displayed as a contextual pane beside the views that display the requested charts using the data currently being displayed in the View. It is only recently that we discovered a hidden gem, the… Read More »
Introduction: Workflows in Dynamics CRM (now known as Process in Dynamics 365) allow users to create and manage automated business processes. It can be used to update entity records or related entity records. Using the OOB Workflow we can only update records which are accessible under the Workflow context. If you want to update any… Read More »
Introduction: We had a business requirement, where we created a custom entity with a grid of Associated Accounts. Here, we wanted to restrict the Account while adding Accounts in the Associated View. We wanted to do this when the Account does not have the status reason ‘Approved’ by showing an error message and sending an… Read More »