D365UG/CRMUG Summit Nashville is just around the corner and this year too Inogic and Maplytics would be exhibiting there as Gold Sponsor at Booth 724. This year’s Summit is to be held in Nashville, TN from 10-13 October 2017 and we are already excited to see what the 2017 edition of the largest gathering of… Read More: Block your schedule – 11th Oct, 3PM for our CRMUG… »
Introduction: Voice of the Customer surveys that was 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 guide you through the process of opening a Voice of the Customer Survey… Read More: Open Voice of the Customer survey link in a specific… »
Introduction: In one of our previous blogs, we explained how to set up the VOC in Dynamics 365 environment. In this blog, we will explain how to add custom CSS to the VOC Survey. Recently, we developed a VOC survey to get the customer feedback in Dynamics CRM as seen in the screenshot below; The… Read More: Apply Custom CSS to VOC Survey in Dynamics 365 »
![[Live Webinar] Maplytics August 2017 Release – Uniquely Yours](https://www.inogic.com/blog/wp-content/uploads/2017/09/webinar-1-1-200x140.png)
With user centric improvements and features, Maplytics August 2017 Release is designed to enhance the productivity of every Dynamics CRM user by adding enhanced geo-analytics capabilities and user level personalization! The new release is more user-friendly than its predecessors and empowers the user to do more on the map within Dynamics 365 Customer Engagement and… Read More: [Live Webinar] Maplytics August 2017 Release – Uniquely Yours »
Introduction: While performing data migration most of the time, we need to migrate Email and Email Attachments, where we first migrate the Emails and then migrate the Email Attachments. However, when we did a run for this, we were facing the below error. ‘The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId.’… Read More: Fixed – ‘The attachment cannot be saved. Either specify activityId… »
Introduction: Recently we had a business requirement to populate some of the details on the Child record from the Parent record when the child record is created by clicking the ‘+’ button on the child record sub-grid in Resco. We can achieve the above-said functionality easily in Dynamics CRM simply by adding the attributes mapping… Read More: Populate the details from the Parent record to Child record… »
Click2Clone is a productivity app for Microsoft Dynamics 365 Customer Engagement that empowers the users to automate the process of copying OOB & custom MS Dynamics CRM entities. Click2Clone simplifies the process of creating new records in Dynamics 365 and helps CRM users to significantly reduce the time spent on manual data entry and improve… Read More: Click2Clone for Dynamics 365 is now even more powerful! »
Introduction: Recently, we had a business requirement to make some fields, present in the Business process flow stage, to be required conditionally based on the value selected in one of the fields in the BPF stage. First, we tried to achieve this by writing a client side JavaScript code to make the Business Process fields… Read More: Make the Business Process Flow fields to be required conditionally »
Introduction: Resco is amazing, and as we dive deeper, we are amazed at the flexibility the app offers to customize various aspects. Be it a form, view, or a custom tab, the extent to which a particular section can be customized is countless. This time around, we were impressed by the way Resco allows to… Read More: Changing the title of a custom Signature tab in Resco »
Introduction: Recently we had a requirement to show the middle name in the Composite Name field in Dynamics 365. Currently, the composite name field on the fly out only shows the First Name and the Last Name as shown in the screenshot below; However, the requirement was to show the middle Name too. There are… Read More: Tip – Composite Name field in Dynamics 365 »