Category Archives: Dynamics CRM

Tip: Using SendEmailFromTemplateRequest to directly send an email using the Email Template

Using SendEmailFromTemplateRequest to directly send an email using Email Template

Earlier when we had an Email Template created for any entity, we used to follow the below four steps to send an email using Template: Retrieve the Email Template and get the Template Id Instantiate the template using InstantiateTemplate request and get the Response Create the Email in CRM using IOrganizationService object or OrganizationServiceContext object… Read More: Tip: Using SendEmailFromTemplateRequest to directly send an email using the… »

Unable to connect IFD CRM using Plugin Registration Tool

When we setup IFD configuration for Dynamic 365 it doesn’t always go smoothly. Sometimes, after configuring IFD, the CRM connects through the web client, but it does not connect using Plugin Registration Tool. The below message is displayed while connecting CRM using Plugin Registration Tool: We have faced this issue many times and have found various solutions!… Read More: Unable to connect IFD CRM using Plugin Registration Tool »

Maplytics is now Certified for Microsoft Dynamics (CfMD)

We are pleased to announce that Maplytics™ is now one of the first geo-analytical mapping solutions to be Certified for Microsoft Dynamics (CfMD) by meeting Microsoft Corp.’s highest standard for partner-developed software. Maplytics can now carry the distinct Certified for Microsoft Dynamics logo Solutions that are Certified for Microsoft Dynamics have demonstrated development quality… Read More: Maplytics is now Certified for Microsoft Dynamics (CfMD) »

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

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… »

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! »

[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 »

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… »

Show HTML Webresources in Charts within Microsoft Dynamics 365/CRM

Show HTML Webresources in Charts within Microsoft Dynamics CRM

Introduction: For a long time now, perhaps from version 2011 of Microsoft Dynamics CRM, we could design charts and these charts are displayed as a contextual pane beside the views that display the requested charts using the data currently being displayed in the View. It is only recently that we discovered a hidden gem, the… Read More: Show HTML Webresources in Charts within Microsoft Dynamics 365/CRM »