Introduction Sales Insights is one of the recent offerings available for Dynamics 365 CE version 9.1.x. and above. In this blog we will explore one of the features of Sales Insights named ‘Connection Insights’. Pre-requisite Enable Sales Insights for the required environment. To do the same, simply follow the steps given below: In Sales hub… Read More »
Introduction: In Microsoft’s recent Dynamics 365 CRM April release everything has been categorized into Hubs, like Sales Hub, Field Service Hub, Service Hub, and so on. However, while working in UCI you may find a few missing buttons in the Command bar when compared to the Classic UI. Buttons like Advance Find, Edit, and Merge… Read More »
Introduction: Recently while working, we came across a scenario where the entity name was not seen on the lookup field but only ICON for the entity is seen on UCI. But the same thing was working correctly in Classic UI. After some research and play around we found solution to this problem. Solution: The view… Read More »
Introduction: Recently while working in Dynamics 365, we noticed that autocomplete functionality is not working on UCI but it is working properly on the Web. So after some research and play around we found a solution for this problem to show the list of entities. Let’s see how! There is one control named “CC_EntityOptionSet_Name”, by… Read More »
Introduction: Microsoft has introduced UCI in v9.0 and above version. While exploring UCI, we noticed one of the user in system getting error, when user trying open Activities in UCI App. This blog will help you to fix this issue and user will be able to open “Activities” in UCI app. Below is the error… Read More »