Category Archives: Dynamics CRM

Recurring Microsoft Flow for moving Email Attachment from Dynamics 365 to SharePoint

Introduction: In our last blog, we spoke about how to move attachments from Notes to SharePoint. In this blog, our focus would be to discuss on moving Email Attachments and leaving a link back in Notes for the user to locate the attachments. Let’s consider a scenario, a service based company who get a lot… Read More »

Create New Records in Dynamics CRM using Microsoft Flow

Introduction: Microsoft Flow is a powerful business application that allows the user to create and automate workflows across multiple applications and services without developers help. In one of our blog “Microsoft Flow – Create a record in Dynamics 365 using Gmail Connector”, we saw how to create a record in Dynamics 365 using Gmail Connector.… Read More »

New Email Feature in Dynamics 365 v9.0

With the release of Dynamics 365 v9.0, Microsoft has introduced many new features that make our Dynamics 365 even better. With the new User Interface changes, we just can’t stop looking at it. The new User Experience added in the Dynamics 365 has become more consistent across multiple devices such as desktop, mobile and, tablet.… Read More »

Working with Translation for Managed Solution in Dynamics 365

Translation help users to understand the given details in their native language when user is unaware of that language. In CRM it is especially helpful when we are working on a packaged solution. Dynamics 365 CRM allow us to provide translation using Import/Export of translation as below. And also by adding XML tag for translation… Read More »

How to associate Knowledge Article with Incident (Case) Programmatically in Dynamics 365

Introduction: Microsoft has introduced a knowledge management system for Dynamics CRM 365. This enables users to create rich knowledge articles, which also supports embedding external multimedia content like images and videos in the form of links. It also allows translations and versioning for the articles. In this blog will discuss about how to associate Knowledge… Read More »

Hide the Question Text of checkbox for Voice of Customer in Dynamics 365

Introduction: Voice of Customer in Dynamics 365 helps to capture feedback regarding your product or service from CRM. With Voice of the Customer, we can easily set up surveys, distribute them to contacts via workflows, and capture responses. Recently we had a business requirement where we only need to show the checkbox text and not… Read More »

Fixed – Unable to Create or Update record after Upgrading Dynamics 365 CRM

Introduction: Whenever we upgrade Dynamics CRM we learn many things along with it. Recently we had a business requirement where we recently upgraded Dynamics CRM from CRM 2011 to CRM 2016. We completed upgrade smoothly but after upgrading to CRM 2016 we were not able to Create/Update the Service Activity record. While saving the record… Read More »

User Adoption Monitor now allows to Track Users Access on Dynamics 365 CRM On-Premise & Online

User  Adoption Monitor by Inogic is helping users monitor and track various entity actions that are commonly performed in CRM. For eg. Activities like account-create, lead-create, etc. The dashboard that is configured with the solution in Dynamics CRM is very helpful for manager of an organization to get the graphical representation of activity report at… Read More »

Exploring the Unsubscribe Survey Option in Voice of Customer in Dynamics 365 CRM

Introduction: As we know, Voice of Customer is an easy and reliable way to gather feedback via Surveys from the customer for the products or services they are using directly in your Dynamics CRM. With Voice of the Customer, we can easily set up surveys, distribute them to contacts via workflows, and capture responses. This… Read More »

Fixed – Unable to import CSV file due to error The source data is not in the required format in Dynamics 365

We had a business requirement to “Create” entity records in bulk using OOB “Import Data” feature of Dynamics 365. While doing so, we were experiencing an issue while importing data in Dynamics 365, the error we were getting was “The source data is not in the required format” We were importing the data as CSV… Read More »

Resolve Date and Time difference issue between Scheduled Board and Bookable Resource Booking Record

Numerous features are available for Dynamics 365 Field Service. Let’s review about the small feature of schedule board in Field Service. Schedule board enables to view work orders by field agents, so it is necessary that the work order scheduled date and time should be correctly viewed to avoid confusion both in Bookable resource Booking… Read More »

Track Parent Email using Parent Activity ID Field on Email Entity in Dynamics 365

Introduction: Email in Microsoft Dynamics 365 is one of the widely use feature to achieve the conversation with the customer as well as to keep track of the conversation happened with internal users. Recently, we had a business requirement, where the user wants to pull some details from initial mail in replied email record. Below… Read More »

Fixed – “Unable To Load Plug-in Assembly” Error in Dynamics 365

Introduction: Recently we had a business requirement where we created plug-ins and asynchronous workflows for ON-Premise CRM and in the plug-ins, we used some third party dll like Newtonsoft.Json.dll. But when we tried to register the plug-ins using ILMerge approach, the third party dlls did not get merged with plugin dll and other required dlls.… Read More »

Fixed – Executing Action with Complex Output Parameters through Web API in Dynamics 365 v9.0

Introduction:        While working on Dynamics 365, we get a chance to work on lot many things. At times you work on C# or JavaScript or SSRS or SSIS. Having knowledge of so many languages, frameworks, or technologies could be taxing. Sometimes we face errors while developing something and don’t have control over how it could… Read More »