In modern businesses, there is an unavoidable need of creating quotes or invoices in a small amount of time for new as well as existing customers. So organizations need to keep these quotes/invoices handy on time so that there won’t be any delay occurring in the business. Also, we can’t keep customers waiting for a… Read More »
Introduction: Voice of Customer in Dynamics 365 helps to capture feedback regarding your product or service from CRM. With Voice of the Customer, we can easily set up surveys, distribute them to contacts via workflows, and capture responses. Recently we had a business requirement where we only need to show the checkbox text and not… Read More »
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 and Star Rating controls. Star Rating control allows users to add star ratings on entity records to rate it on a scale of 1 to 5 in Dynamics 365 Mobile and Tablet app. Today we… Read More »
Introduction: Whenever we upgrade Dynamics CRM we learn many things along with it. Recently we had a business requirement where we recently upgraded Dynamics CRM from CRM 2011 to CRM 2016. We completed upgrade smoothly but after upgrading to CRM 2016 we were not able to Create/Update the Service Activity record. While saving the record… Read More »
User Adoption Monitor by Inogic is helping users monitor and track various entity actions that are commonly performed in CRM. For eg. Activities like account-create, lead-create, etc. The dashboard that is configured with the solution in Dynamics CRM is very helpful for manager of an organization to get the graphical representation of activity report at… Read More »
Introduction: As we know, Voice of Customer is an easy and reliable way to gather feedback via Surveys from the customer for the products or services they are using directly in your Dynamics CRM. With Voice of the Customer, we can easily set up surveys, distribute them to contacts via workflows, and capture responses. This… Read More »
We had a business requirement to “Create” entity records in bulk using OOB “Import Data” feature of Dynamics 365. While doing so, we were experiencing an issue while importing data in Dynamics 365, the error we were getting was “The source data is not in the required format” We were importing the data as CSV… Read More »
We have been exploring the cool new Dynamics 365 v9.0 quite a lot in the recent times. And quite often this question has been asked so a blog would be the perfect place to announce that yes your favorite Inogic Dynamics CRM apps are now compatible with the new Dynamics 365 CRM v9.0. Have you… Read More »
Numerous features are available for Dynamics 365 Field Service. Let’s review about the small feature of schedule board in Field Service. Schedule board enables to view work orders by field agents, so it is necessary that the work order scheduled date and time should be correctly viewed to avoid confusion both in Bookable resource Booking… Read More »
Introduction: No doubt SSIS is widely used tool for Migration and Integration in all areas, Dynamics 365 CRM is no exception. We have been using SSIS in our number of Dynamics 365 Migration and Integration project. Recently, we received a business requirement where we have to use SSIS script component and need to connect to… Read More »