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 »
For a long time, there is an unavoidable need of creating multiple repetitive records with the same data in all types of businesses. Usually, Dynamics 365 users do it programmatically or manually. But both processes prove to be time-consuming as well as inefficient for creating these accurate records. Thus ending up spending productive time in… Read More »
Introduction: Email in Microsoft Dynamics 365 is one of the widely use feature to achieve the conversation with the customer as well as to keep track of the conversation happened with internal users. Recently, we had a business requirement, where the user wants to pull some details from initial mail in replied email record. Below… Read More »
Introduction: Microsoft Dynamics 365 v9.0 brings some of the most awaited features and enhancements. One of the important feature introduced in Dynamics v9.0 is Multi Select Option Set. Prior to Dynamics 365 v9, there was no provision to use multi-select option set field. Our this blog explains how data import works for multi-select option set field.… Read More »
Introduction: In our previous blog, we have discussed about performing CURD operations Create, Update, Delete and Retrieve using Xrm.WebApi. In this blog, we will discuss Retrieve Multiple and Execute Actions. Let’s explore about these operations one by one. 1. Retrieve Multiple: Retrieve multiple is used to retrieve more than one record from MS CRM. Suppose… Read More »