We are ready for one of the biggest gatherings of Dynamics 365 peers, CRMUG Summit Nashville. Summit brings the Dynamics CRM community together from all over the world to interact, network, and get inspired. As a Gold Sponsor, we will be exhibiting our flagship product, Maplytics™, which is a native Map Visualization, Routing & Geo-analytics… Read More »
Introduction: Plug-in is used to inject a custom logic in the CRM process to transform or extend the out-of-the-box features/behavior of Dynamics 365 platform. Recently, we had a business requirement to develop a plugin for Dynamics CRM On-Premises. After developing the plug-in based on the business need, the next step was to register the plug-in… Read More »
Introduction: Field Service capabilities in Microsoft Dynamics 365 helps service organizations in managing resources, work orders, inventory, customer assets, and more to improve overall resource productivity for on-site installation & maintenance services. In this blog, we will discuss how the work order generation process can be automated out-of-the-box. Generating Work Order in advance from Agreements:… Read More »
Introduction: Very often, we need to retrieve an entity to update a field but due to concurrency issue, the entity is already updated, and we are stuck. In scenarios like this, we can use Optimistic Concurrency to determine whether an entity was modified since it was last retrieved! Recently, while working with one of our… Read More »
The introduction of Representational State Transfer (REST) service has allowed us to remotely interact with SharePoint data and perform basic operations like Create, Delete, Read and Update on SharePoint folders and files. When we use REST, we don’t need to add any references to libraries or client assemblies in SharePoint. In one of our earlier… Read More »
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 »
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 »
![[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 »
Introduction: While performing data migration most of the time, we need to migrate Email and Email Attachments, where we first migrate the Emails and then migrate the Email Attachments. However, when we did a run for this, we were facing the below error. ‘The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId.’… Read More »
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 »