Controls in Dynamics 365 for Mobile App: Flip Switch

Controls in Dynamics 365 for Mobile App: Flip Switch

Introduction: 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, Star Rating controls and Contract Calendar. The Contract Calendar Control may help you to view the time table in order to understand what time the task needs to be performed on weekly basis. Contract calendar Control can… Read More: Controls in Dynamics 365 for Mobile App: Flip Switch »

Super Power to Export Dynamics 365 CRM Reports and Attach to an Email or as Note in just 1 Click

It’s almost like having a superpower when you use our  Click2Export to export and download your Dynamics 365 CRM reports. Let’s see how! We export multiple reports for meetings or presentations. When this happens, we usually end up investing our valuable time in exporting and converting Dynamics CRM reports. Consequently, the productivity of the business… Read More: Super Power to Export Dynamics 365 CRM Reports and Attach… »

Useful Tool for Copying Previous Time Entries Using “Copy From” Option in Dynamics 365 Project Service

Introduction: Recently, we had business requirement where client need to record time against a project. And once the time entries has been recorded against the resources for particular week, those recorded time need to be reviewed by project manager (project manager may or may not ask to correct any of the time entry), further once… Read More: Useful Tool for Copying Previous Time Entries Using “Copy From”… »

How to associate Knowledge Article with Incident (Case) Programmatically in Dynamics 365

How to associate Knowledge Article with Incident (Case) Programmatically in Dynamics 365

Introduction: Microsoft has introduced a knowledge management system for Dynamics CRM 365. This enables users to create rich knowledge articles, which also supports embedding external multimedia content like images and videos in the form of links. It also allows translations and versioning for the articles. In this blog will discuss about how to associate Knowledge… Read More: How to associate Knowledge Article with Incident (Case) Programmatically in… »

Error while Qualifying Lead in Dynamics 365

Facing Issue on qualifying a lead

Introduction: Recently while working we came across an issue while qualifying the lead as shown in the below screenshot. As we all know when a lead is qualified along with Opportunity and Account a Contact record also gets created with this lead as the Originating Lead. So there is 1:N relationship named “contact_originating_lead” between the… Read More: Error while Qualifying Lead in Dynamics 365 »

Redefining Field Productivity within Dynamics 365 – Maplytics March 2018 Release

A few months back, we released a new version of Maplytics that supported the Dynamics 365 v9 and along with it came the ability to access Maplytics on Dynamics 365 App for Phones. After the release, the product team immediately started working on the next version and the core focus of this release was to… Read More: Redefining Field Productivity within Dynamics 365 – Maplytics March 2018… »

Enable Editing of Fields for Mobile Offline Usage in Dynamics 365

Enable Editing of Fields for Mobile Offline Usage in Dynamics 365

Introduction: If user access Dynamics 365 through a mobile app and it is in offline mode then the user gets an error message and unable to edit records as fields are locked in offline mode. In this blog, we will walk you through the steps to enable the editing of entity fields in offline mode.… Read More: Enable Editing of Fields for Mobile Offline Usage in Dynamics… »

Top 8 Reasons Why You Should Have Maplytics as a Part of Your CRM Strategy

A CRM system like Dynamics 365 is a beautiful amalgamation of business strategy and the power of technology. Since the inception of CRM, businesses have harnessed the convenience and usability of having all the customer interaction and data in a single place to supercharge their business processes and improve the overall customer experience. When a… Read More: Top 8 Reasons Why You Should Have Maplytics as a… »

Steps to Prevent VOC from Failing to Create Feedback Entity Records While Chaining Survey in Dynamics 365

Introduction: Voice of the Customer introduced in Dynamics CRM 2016 has enabled organizations to get feedback from their customers across devices. To know how to create VOC Survey and survey activity, refer this article. In this blog, we will discuss about how to prevent VOC from failing to create feedback entity record while chaining survey. Recently,… Read More: Steps to Prevent VOC from Failing to Create Feedback Entity… »