Activate Click2Clone – One Click Solution to Clone Dynamics 365 CRM Records

Introduction: Click2Clone is one of our popular Dynamics 365 CRM Productivity App which assists you to clone your Dynamics 365 CRM records in a single click. Our solution supports Dynamics CRM version starting CRM2013 and all deployment models which means it doesn’t matter if you are on CRM Online, On-Premise or IFD you will very… Read More »

New Entity Specific Dashboard in Dynamics 365 v9.0

Introduction No doubt Microsoft Dynamics 365 update comes with exciting features, and so Dynamics 365 v9.0 update. One of these feature in Entity Specific Dashboards in new Dynamics 365 UI. In the Sales Hub app, you can see these new dashboard called Entity Specific Dashboard. Entity specific dashboard. Entity Specific Dashboards are very similar to… Read More »

Geo-code Dynamics 365 Records Using Microsoft Flow

Introduction: Microsoft Flow is a powerful business application platform that includes PowerApps, the Common Data Service, Dynamics 365, and Office 365. It allows you to create and automate workflows across multiple applications and services without developers help. Microsoft Flow connects to more than 100 external services like SharePoint, OneDrive, Dynamics 365, Customer APIs, etc. we… Read More »

Fixed – “You Need Microsoft Dynamics 365 License To Continue” Error While Reactivating Workflow

Introduction: Recently, while working we tried to make changes to an old workflow. Where we deactivated that workflow and then again activated the same workflow after making some changes, but we faced an error saying “You need Microsoft Dynamics 365 license to continue”. As we were working with System administrator Role and that user also… Read More »

Working with Translation for Managed Solution in Dynamics 365

Translation help users to understand the given details in their native language when user is unaware of that language. In CRM it is especially helpful when we are working on a packaged solution. Dynamics 365 CRM allow us to provide translation using Import/Export of translation as below. And also by adding XML tag for translation… Read More »

Controls in Dynamics 365 for Mobile App: Flip Switch

Introduction: In our previous blogs of the ‘Controls in Dynamics 365 for Mobile App’ series, we discussed Input Mask, Multimedia, Website Preview, Auto-Complete, Option set, Star Rating controls and Contract Calendar. The Contract Calendar Control may help you to view the time table in order to understand what time the task needs to be performed on weekly basis. Contract calendar Control can… Read More »

Super Power to Export Dynamics 365 CRM Reports and Attach to an Email or as Note in just 1 Click

It’s almost like having a superpower when you use our  Click2Export to export and download your Dynamics 365 CRM reports. Let’s see how! We export multiple reports for meetings or presentations. When this happens, we usually end up investing our valuable time in exporting and converting Dynamics CRM reports. Consequently, the productivity of the business… Read More »

Useful Tool for Copying Previous Time Entries Using “Copy From” Option in Dynamics 365 Project Service

Introduction: Recently, we had business requirement where client need to record time against a project. And once the time entries has been recorded against the resources for particular week, those recorded time need to be reviewed by project manager (project manager may or may not ask to correct any of the time entry), further once… Read More »