Category Archives: Dynamics 365

[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: [Webinar] Experience Real World Examples of Mapping Solution in Dynamics… »

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: Stage-gating a Business Process Flow using two-options attribute type in… »

Fixed – Field Service database version is out of Sync error in Dynamics 365 Field Service

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.

Unable to Update Relying Party in ADFS for Dynamics 365/CRM

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: Unable to Update Relying Party in ADFS for Dynamics 365/CRM »

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: Modify Maximum Active Business Process Flows allowed per entity in… »

Effortlessly Export Dynamics CRM/365 Reports to PDF, Word or Excel!

Export Dynamics CRM/365 Records to PDF, Word or Excel

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: Effortlessly Export Dynamics CRM/365 Reports to PDF, Word or Excel! »

Controls in Dynamics 365 for Mobile App: Option Set

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: Controls in Dynamics 365 for Mobile App: Option Set »

[SOLVED] Issue with moving Actions between environments using Solutions

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: [SOLVED] Issue with moving Actions between environments using Solutions »

Controls in Dynamics 365 for Mobile App: Star Rating

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: Controls in Dynamics 365 for Mobile App: Star Rating »

Views show no records – Double check Field Level Security in Dynamics 365/CRM

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: Views show no records – Double check Field Level Security… »