Submitting Time/Expense entries on my behalf through delegate in Dynamics 365 (PSA)

Introduction: Many times it happens that due to some reason i.e. long vacation/absence user unable to create/submit time entry or expense records. So user might want for that particular time slot, let the other authorize user make the time/expense entries on behalf of him. And hence get rid of the headache of missing any of… Read More: Submitting Time/Expense entries on my behalf through delegate in Dynamics… »

Integrating Dynamics 365 with Azure Functions – Part 3

Introduction: In our last post about Azure functions, we saw how to register the workflow assembly and execute the workflow using Microsoft Flow in Dynamics 365. Continuing with our series to call webhooks from CRM, let us register the Azure function created as a Webhook. We register this using the Plugin Registration Tool (PRT) From the PRT… Read More: Integrating Dynamics 365 with Azure Functions – Part 3 »

The first step towards Situational Intelligence with Dynamics 365 and Maplytics

Maps Dynamics CRM

Geographic Information Systems or GIS for short has come a long way and has helped hundreds of businesses and many governments to better manage their assets and resources. Situational Intelligence helps an organization to take into account their business data (CRM or ERP), their operational data (IoT, Sensors, etc.) and external data (weather, fire, etc.)… Read More: The first step towards Situational Intelligence with Dynamics 365 and… »

Export and Import Microsoft Flow in Dynamics 365

Introduction: In our Microsoft Flow blog series, we have explored various topics related to Microsoft Flow and will keep on exploring more. In this blog will discuss how to Export and Import Microsoft Flow in your Dynamics 365 environment. Steps to Export Microsoft Flow in Dynamics 365: 1. First, Login to CRM with  user who… Read More: Export and Import Microsoft Flow in Dynamics 365 »

Handle Alternate Key Exception: “Event failed due to an exception” in Dynamics 365

Introduction: We all know Alternate Key is used for the unique identification of an entity records in Dynamics 365 in the place of the primary key. The alternate key can be a combination of more than one attributes in Dynamics 365. Using alternate key user can identify a unique record in the system. In this… Read More: Handle Alternate Key Exception: “Event failed due to an exception”… »

Integrating Dynamics 365 with Azure Functions – Part 2

Introduction: In our recent blog, We saw how to create an Azure function and now that we have our Azure function ready and hosted, let’s look at invoking the function through a workflow. At this point, we will execute the function through an HTTP request instead of registering the function as a Webhook. Let us modify the… Read More: Integrating Dynamics 365 with Azure Functions – Part 2 »

In just one click – Clone Dynamics CRM data from any OOB or Custom Entity to another including its related child records!

In every business, there is a critical need to continuously automate to improve the efficiency and effectiveness of the process. Also, there is a never-ending innovation that takes place in every sector. Similarly at Inogic Innovation has no boundaries. In our last post, you must have read about the New Release of our Click2Clone solution… Read More: In just one click – Clone Dynamics CRM data from… »

Working with String (RESX) web resource in Dynamics 365 v9.0

Working With RESX webresoure

Introduction: As we all know the new release of Dynamics 365 i.e v9.0 has come up with many new features. Along with these features Microsoft also introduced below new web resources for Dynamics CRM. Vector Format (SVG) String (RESX) In this blog, we are going to check how to work with web resource type “String… Read More: Working with String (RESX) web resource in Dynamics 365 v9.0 »

Sync quotes, orders, and invoices within Dynamics CRM now using tax information stored in QuickBooks Australian version too!

In most of the business types, there is a need of a financial system and Customer Relationship Management to maintain the customer details. Many times the sales team only have access to CRM system. Although sometimes the sales team do need the financial details in the sales process. So, in that case, there is a… Read More: Sync quotes, orders, and invoices within Dynamics CRM now using… »

Integrating Dynamics 365 with Azure Functions – Part 1

Introduction: Azure function is a serverless architecture where your code is hosted in the cloud and you do not need any infrastructure to host this. Traditionally extending business logic for Dynamics 365 Customer Engagement (D365 CE) included creating plugin and workflow assemblies which would be deployed to CRM using Plugin registration tool. The assembly could… Read More: Integrating Dynamics 365 with Azure Functions – Part 1 »