Microsoft Dynamics 365 CRM Tips and Tricks - By Inogic

Powerful features of User Adoption Monitor within Dynamics 365 CRM to build a stronger market presence!

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: Powerful features of User Adoption Monitor within Dynamics 365 CRM… »

Microsoft Flow – Perform action on update of specific field in Dynamics 365 Customer Engagement

Introduction: Microsoft Flow is the best thing ever happened to citizen developers. The flexibility to perform some actions and the ease at which those actions can be configured is the deal breaker. Microsoft Flow is a sister app to Azure Logic Apps, but the fact that it is so well integrated with Dynamics 365 Customer… Read More: Microsoft Flow – Perform action on update of specific field… »

How to set all Party list values while migrating data of Activities using SSIS

While doing data migration of Activity entities like Email, Phone call which has Party list fields like to, from, bcc, cc etc. where we set all values i.e. lookups of different entities like Account, Contact, Lead, User, Queue etc. and manually entered an email address for e.g. abc@gmail.com. While setting these party-list values, I was… Read More: How to set all Party list values while migrating data… »

Make Power BI report using data from Azure SQL server and view in Dynamics 365

Make Power BI report using data from Azure SQL server and view in Dynamic 365

Introduction: In this blog, we will see how to show data of SQL server into Dynamics CRM. For this first, you need to connect your Power BI Desktop with SQL server. After that, we can show Power BI report into Dynamics CRM. Step 1: Register with Microsoft Power BI and by Sign in with your… Read More: Make Power BI report using data from Azure SQL server… »

Set Reference and Auto Update the cloned Dynamics CRM record using Click2Clone workflow Feature

Our new release of Click2Clone solution and its new features has been helping Dynamics CRM users save a lot of time. Originally, Click2Clone started with some basic features of cloning records in a simple manner. Eventually, we started getting requests for enhancement of advanced cloning features. With the help of valuable feedback and suggestions by… Read More: Set Reference and Auto Update the cloned Dynamics CRM record… »

Show Or Hide Microsoft FLOW button in Dynamics 365

ShowOrHide Microsoft FLOW button in D365

As we know, we can easily see or create FLOW processes from Dynamics 365 CE for required entities using FLOW button. This FLOW button, we can see on Entity’s Homepage and FORM and as well in Site Map. To show or hide the FLOW button in CRM, we can use system settings. For this, we… Read More: Show Or Hide Microsoft FLOW button in Dynamics 365 »

Working with Filters of views in Resco Mobile App

Introduction: Recently, we had a business requirement where we need to filter the List View on the entity form of Resco mobile app. Generally, when you add a List View on an entity form, it will show all related records in that list. But we can filter the Views in Resco mobile app to show… Read More: Working with Filters of views in Resco Mobile App »

How to Show the Survey Response of a Survey for a Particular Entity using VOC in Dynamics 365

How to show the survey responses of a Survey

Introduction: As we know that, VOC is an Add-on in Dynamics CRM online that allows the creation of customer surveys, these surveys could then be sent out to determine the level of customer satisfaction. Here, in this blog, we will see how to show the survey responses of a survey associate for a particular entity. So… Read More: How to Show the Survey Response of a Survey for… »

Solved – Links Not Redirecting to Respective Webpage or App in Android Device from Dynamics 365 Mobile App

In one of our recent project, we were facing the issue where we had links on our design Html page and these links were working fine on desktop and IOS devices. But when we tried opening same on android mobile it fails. Let’s take an example: – We are developing one html web resource that… Read More: Solved – Links Not Redirecting to Respective Webpage or App… »

Rewinding our CRMUG Summit 2018 Memories – Thank You friends!

Well, can’t believe #UserGroupSummit is over and we are back home. Year on year it just continues to grow in numbers, groups, sessions and ofcoz more Dynamics friends and leads for us. It’s time to rewind and Thank everyone who visited and interacted with us at our booth and our session. A special thanks to… Read More: Rewinding our CRMUG Summit 2018 Memories – Thank You friends! »