Introduction In this blog, we have explained how to convert currency field value as per the CRM logged-in user currency setting. Thus, it would be helpful for user to get the converted amount in their selected default currency. For example: User ‘A’ entered the amount as USD 10 and User ‘B’ have default currency as… Read More: How to Convert Currency Field Value as per logged in… »
Introduction With the commencement of Wave 2 Microsoft has introduced another cool feature – ‘High Density Header’. Well, High Density Header is a different approach towards the visual representation of form headers. This is also a step towards making the Unified Interface the primary Interface as this feature even though is implemented by default only… Read More: Introducing Microsoft Wave 2 Release New Feature – High Density… »
Introduction: There are times when one encounters some kind of errors while accessing Dynamics 365 CRM through mobile. In this blog, we will focus on one such error. Recently while I was logging in to Dynamics 365 Mobile App as a Salesperson, I got the below error: From the error it was quite obvious that… Read More: How to Resolve ‘Tablet privileges required’ error while accessing Dynamics… »
Thank You – Your favorite 1 Click Solution, Click2Export is now a Preferred Solution on Microsoft AppSource. In our last blog, i.e. Schedule Export of SSRS/Word Templates & Auto-Send Emails in Dynamics 365 CRM with Click2Export you have seen some major updates which make Click2Export a must-have app for your Dynamics 365 CRM. You already… Read More: 1 Click to Export them All – Report, Word and… »
Introduction: Microsoft has included quite a number of new capabilities in this Dynamics 365 Wave 2 Release which spans across its Sales, Marketing, Customer Service, Field Service, Finance, HR and Retail applications. In this blog, we will highlight some of the major features of Dynamics 365 Wave 2 Release. 1) Auto populate Lead fields with known… Read More: Dynamics 365 CRM Wave 2 Release Highlights! »
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: How to enable and use Connection Insights feature in Dynamics… »
Introduction: Earlier to the Wave 2 release there was no option to customize the Opportunity Close dialog box. While closing an opportunity, organization would like to know why the opportunity is lost or won. If it is lost then business will try new strategies to improve win rates. In this Wave 2 release Microsoft has… Read More: Customization of Opportunity Close dialog box in Dynamics 365 »
Introduction We use images in reports which were taken as external images from notes or from entity image of CRM. In this blog, we will see how we can use image web resource of CRM in SSRS report. Consider a scenario where in a report, we need to show different images depending on logged in… Read More: How to use Image Web Resource of Dynamics 365 CRM… »
The new release of Maplytics – our CfMD preferred app for Dynamics 365 CRM and PowerApps (CDS) is now available on our Website! Maplytics is constantly updated with new features frequently. With this release, other than small but helpful features, Maplytics has once again focused on navigation experience of Field Sales and Field Service Professionals… Read More: Empowering Field Sales and Service Reps within Dynamics 365 CRM… »
Microsoft AppSource is a one-stop marketplace for various Dynamics 365 Business application needs. AppSource could be called as App Store, but for Dynamics 365 Business Applications. Recently, we came across a scenario, where a client was trying to install one of our products, but he couldn’t see his production environment in the instance picker. After… Read More: Install Apps from AppSource where tenant is split into Multiple… »