In Dynamics 365, Microsoft has introduced App Designer where we can create different apps based on security roles where we can controls which entities, dashboards different people in an organization can see. As we all know, Dynamics 365 v9.0 came with Unified Interface, which provides the same user interface in all devices. In this blog,… Read More »
We have always been keen on making it easier for Sales Managers to manage territories for their salesperson. Previously, we introduced the concept of creating Geographies, which helps users to define created territories geographically. With the help of Territory assignment workflow, users are able to assign territories to records within the Microsoft Dynamics CRM based… Read More »
Introduction: Microsoft Dynamics CRM 365 introduced additional controls for mobile and tablet to increase user interaction, user convenience and for user-friendliness. These controls are available for Mobile, Tablet application depending on the field type. Today in this blog we will discuss about Bullet Graph Control. Bullet Graph Control: This control is used to represent field… Read More »
Many times while working in Dynamics 365 CRM we found small clues tips which sometimes becomes life saver for us. Today in this blog I will share one of such small tip. If we enter special characters like # $ % & ( ‘ in text input the GetControl & Getattribute will give different result.… Read More »
Introduction: Dynamics 365 upgrades often enfold bunch of exciting features and the latest October release which upgrades your CRM to version 9.1 happens to continue the legacy. Amongst all the new features, the one we are targeting in this blog is the SharePoint’s integration with MS Portal. With the commencement of this feature, it would… Read More »
The productivity of an organization depends prominently on the efficiency of its employees. They form a crucial part of the business process by handling customer data and delivering services. For the employees to act promptly, they need to put lesser manual effort in data entry and find methods to handle their repetitive tasks effectively and… Read More »
Introduction: Recently we had a business requirement where client wants to filter PartyList field by selected account in regarding field on activity entity form. As shown in below image, when we click on party list field, by default it shows data of many entities (i.e. Account, Contact, and User etc.) Our client requirement is to… Read More »
Introduction: Recently we had a business requirement where customer wants to map Order Line fields to Invoice Line while creating an Invoice from Order. Until Dynamics 365 8.2 version, there was no direct relationship between Order Line and Invoice Line. But, in a recent update we found that there is 1: N relationship between Order… Read More »
Introduction: In our previous blog we have seen how to create Power BI reports using Dynamics 365 connector. In order to publish Power BI report, you must have a Power BI service account associated with it. In this blog, we will see how we can add Power BI report in Dynamics CRM dashboards. Once you… Read More »
In our last blog we covered some prominent features of User Adoption while in this blog we will focus on some of its powerful features and how a combination of your Dynamics CRM with User Adoption Monitor for activity tracking can help your business presence grow! We know that in the emerging trends of today’s… Read More »