Introduction There are various options for providing an automatically generated number for the next record created in Dynamics 365 CRM. This feature is useful to uniquely identify records. Latest Field Service upgrades introduced (version) of this feature independently for Field Service by configuring the settings from ‘Field Service Setting’ area. This blog will be the… Read More »
Introduction As we know in Dynamics 365 CE, the record access level plays a very crucial role, because it helps users to limit the access to the records in the Organization. This access of records can be to whole Organization, Parent: Child Business Units, Business Unit and User level. In the same way we can… Read More »
At first, a Big Thank You for all your wonderful feedback and suggestions that have helped us make 6 of our Dynamics 365 apps as Microsoft Preferred Solution(s). It’s your enthusiasm to encourage new approaches that propel us to develop innovative solutions for you. So here we are, once again, happy and excited to introduce… Read More »
Introduction Microsoft Dynamics 365 CRM has introduced the feature called ‘Solution Layers’ in V9.x. In this blog, we will describe the use of ‘Solutions Layers’. As the user of Dynamics 365 CRM, we usually play with the solutions in our CRM for many purposes. We export/import many components like entity, dashboards, etc. using solutions within… Read More »
Introduction In this blog, we will learn how to resolve multiple RibbonRule with rule id error. Previously, we received a client requirment to add a new button in Application ribbon which already had two buttons. It was necessary to perform some new funcionality which the client required. So we tried to add new ribbon button… Read More »
Introduction Microsoft Flow helps us to automate everything – from simple notifications to complex business processes with defined steps and stages. By using Approval process you can manage the approval decision of invoices, leads etc. from the higher level management in the organization. In this blog, we are going to explore how to automate Quote… Read More »
Thank You so very much – Well, that’s how we would like to start with, for all the amazing feedback on our Dynamics 365 CRM / PowerApps apps and coming up with real complicated requirements for us each time and isn’t that one of the reasons why we call these as Inogic Productivity Apps!! We… Read More »
Introduction/Summary Emails, Web pages, social media, chat, survey responses, etc. are some of the channels through which customers communicate with a company or organization. The data or text messages coming through these channels are unstructured. Due to its unstructured nature it is difficult to extract insight like, whether the customer is happy or not, whether… Read More »
Introduction In one of our blogs we have seen how to update existing records in CDS (Common Data Service) using Microsoft flow in Dynamics 365 CRM. But recently we came across a scenario where we wanted to update a Contact record based on First name, Last name & EmailAddress using Microsoft Flow. However, while retrieving… Read More »
Introduction In this blog, we will learn how to perform multiple CRUD operations in a single Web API request using executeMultiple function. Currently, if we perform the CRUD operation on Dynamics 365 CRM then there is a need to fire the API request to each CRUD API operation. But with the help of executeMultiple we… Read More »