Introduction: Voice of the Customer surveys that was introduced in Dynamics CRM 2016 has enabled organizations to get feedback from their customers across devices. To know how to create VOC survey and survey activity, refer this article. In this blog, we will guide you through the process of opening a Voice of the Customer Survey… Read More: Open Voice of the Customer survey link in a specific… »
Introduction: In one of our previous blogs, we explained how to set up the VOC in Dynamics 365 environment. In this blog, we will explain how to add custom CSS to the VOC Survey. Recently, we developed a VOC survey to get the customer feedback in Dynamics CRM as seen in the screenshot below; The… Read More: Apply Custom CSS to VOC Survey in Dynamics 365 »
![[Live Webinar] Maplytics August 2017 Release – Uniquely Yours](https://www.inogic.com/blog/wp-content/uploads/2017/09/webinar-1-1-200x140.png)
With user centric improvements and features, Maplytics August 2017 Release is designed to enhance the productivity of every Dynamics CRM user by adding enhanced geo-analytics capabilities and user level personalization! The new release is more user-friendly than its predecessors and empowers the user to do more on the map within Dynamics 365 Customer Engagement and… Read More: [Live Webinar] Maplytics August 2017 Release – Uniquely Yours »
Introduction: Recently we had a business requirement to populate some of the details on the Child record from the Parent record when the child record is created by clicking the ‘+’ button on the child record sub-grid in Resco. We can achieve the above-said functionality easily in Dynamics CRM simply by adding the attributes mapping… Read More: Populate the details from the Parent record to Child record… »
Click2Clone is a productivity app for Microsoft Dynamics 365 Customer Engagement that empowers the users to automate the process of copying OOB & custom MS Dynamics CRM entities. Click2Clone simplifies the process of creating new records in Dynamics 365 and helps CRM users to significantly reduce the time spent on manual data entry and improve… Read More: Click2Clone for Dynamics 365 is now even more powerful! »
Introduction: Recently we had a requirement to show the middle name in the Composite Name field in Dynamics 365. Currently, the composite name field on the fly out only shows the First Name and the Last Name as shown in the screenshot below; However, the requirement was to show the middle Name too. There are… Read More: Tip – Composite Name field in Dynamics 365 »
Introduction: After installing/configuring the Portal for Dynamics 365 online, the first question that comes to our mind is, how will we give the Portal access/login to contacts? In this blog, we will discuss few questions related to Portal access. Question #1 As a System Administrator/CRM User, how can we send an invitation to Dynamics CRM… Read More: Send Invite to Contacts automatically for Microsoft Portal in Dynamics… »
Business reports are a primary mode of communication in an organization that adds immense value to the business processes. One of the primary reason why organizations choose Microsoft Dynamics 365 Customer Engagement is because of its reporting capabilities that enable users to analyze the enterprise data for actionable insights. Reports compiled from Dynamics CRM data… Read More: Exporting and Sharing Dynamics 365 Reports Made Easy! »
Introduction: In our earlier blog, we discussed about creating folders and uploading files on the SharePoint Online through workflows/plugins using REST. In this blog, we will see how we can set the metadata of the uploaded files using REST.
Introduction: We had a business requirement to change the background color of the List Row based on the status of the record i.e. change the background color of List Row to red if the record status is inactive. Steps to change the background color of List Row: 1. In Resco Woodford project, go to the… Read More: Change the background of List Row dynamically in Resco »