Category Archives: Dynamics 365

Enable Multiple Languages on Microsoft Dynamics 365 Portal

Enable Multiple Languages on Microsoft Dynamics 365 Portal

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: Enable Multiple Languages on Microsoft Dynamics 365 Portal »

Feature Enhancements to Notes in Dynamics 365 for Phones and Tablets

Feature Enhancement to Notes in Dynamics 365 Mobile and Tablet app

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: Feature Enhancements to Notes in Dynamics 365 for Phones and… »

Change the Default Business App Name in Dynamics 365

Changing the Default Business App Name in Dynamics 365

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: Change the Default Business App Name in Dynamics 365 »

Hide external links in Microsoft Dynamics CRM/365 Portal

Hide external links in Microsoft Dynamics CRM Portal

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: Hide external links in Microsoft Dynamics CRM/365 Portal »

[Webinar] Experience Real World Examples of Mapping Solution in Dynamics 365

Webinar

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

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… »

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

UNABLE TO UPDATE RELYING PARTY IN ADFS FOR DYNAMICS 365

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

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! »