Microsoft AppSource is envisioned to be a new destination for users to get their favorite Business applications at one place. We are pleased that our solutions for MS Dynamics CRM namely; Maplytics™, User Adoption Monitor, Click2Clone, and Click2Export, categorized under Dynamics 365 are now available for trial on AppSource. Getting started with AppSource is even easier. You… Read More »
Introduction: We have been working a lot with security roles recently. Earlier we had the issue with insufficient permissions and then a few days later we had a request to fix a new security role created by a power user. Defining a Security Role has always been a daunting task. One needs to be very… Read More »
Introduction With the release of Dynamics 365, Microsoft has introduced many new actions using Web API. One of the important action that has been introduced in this release is “QualifyLead” in Web API. Execution of this action using Web API qualifies a lead and creates a contact, account, and opportunity that will be linked to… Read More »
Microsoft has unveiled Dynamics 365 a game-changer bringing together best of CRM and ERP cloud offerings. Dynamics 365 is a complete suite of intelligent business applications including; Sales, Operations, Field Service, Customer Service, Financials, Project Service Automation, and Marketing. You can further complement it with the best of apps from Microsoft AppSource required for your… Read More »
Introduction While working on one of our client requirement, we came across with one interesting scenario about security roles access level setup for Read and Assign privileges, which leads to errors on Dynamics CRM forms. Scenario: The requirement was to allow a user with specific security role in Dynamics CRM say “Salesperson” to assign lead… Read More »
Introduction: In every release, Microsoft comes up with some new and interesting features. With this Dynamics 365 release, the WEB API platform has been enhanced further. Microsoft has introduced many actions using Web API. Here we will see one of those new actions introduced in Dynamics 365 i.e. “ExecuteWorkflow”. Until Dynamics CRM 2016 Update 1… Read More »
Holidays are coming…and coming along is the most lovable period of the year! It can be a resting time for other people, but if you are a marketer, it’s time to plan well. Holiday season drives most of the annual revenue for businesses. And if marketers choose the right customer/ audience and apt strategies to… Read More »
Issues: Ever been in a situation when you have deployed a report, made sure it is available for the organization and yet you have a user complaining of the missing report. Cause: You have users that use different languages as their UI language. While uploading the report, it was uploaded with a specific language set.… Read More »
Dynamics 365 users come across several such situations where they need to clone records or copy records. It can be done pro-grammatically or manually but the whole process is time-consuming, and you will end up spending your productive time and efforts for cloning/copying Dynamics 365 CRM records. Click2Clone comes to rescue in such situations and… Read More »
Introduction: In Microsoft Dynamics CRM, Form customization is where we customize our form, change the form properties, and change settings of fields. After doing changes in form customization, we can preview changes done in the form without saving and publishing changes. This can be done just by clicking on the preview button and selecting the… Read More »