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 »
Introduction: Dynamics 365 is a leap forward from previous versions in terms of features and improvements. Even the mobile and tablet app of Dynamics 365 is updated with useful features to get the most out of the Dynamics CRM platform. Dynamics 365 Mobile and Tablet app now offers the ability to get the current user… Read More »
Introduction: Duplicate Detection has been around for a while. Earlier Duplicate detection could be scheduled as a job or it would auto-popup when creating/updating records based on the duplicate detection rules that have been defined. With Dynamics 365, we now have a way to find duplicates with a single click for the selected record. Now… Read More »