Microsoft Dynamics 365 CRM Tips and Tricks - By Inogic

Tip: Using SendEmailFromTemplateRequest to directly send an email using the Email Template

Using SendEmailFromTemplateRequest to directly send an email using Email Template

Earlier when we had an Email Template created for any entity, we used to follow the below four steps to send an email using Template: Retrieve the Email Template and get the Template Id Instantiate the template using InstantiateTemplate request and get the Response Create the Email in CRM using IOrganizationService object or OrganizationServiceContext object… Read More: Tip: Using SendEmailFromTemplateRequest to directly send an email using the… »

Your One-Stop Guide to Get Started with Dynamics 365 & QuickBooks Integration

We live in a fast-paced digital world. Technology is evolving by the minute and software are updated more frequently than ever! To keep up with the pace, the information related to the software should be updated regularly, organized, and available in one place. We believe that innovation and information are the building blocks of great… Read More: Your One-Stop Guide to Get Started with Dynamics 365 &… »

Clickable Image in View on the Resco Mobile CRM App

Introduction: We had a requirement where we wanted to add a view that will list out all the Work Order Incidents on the Resco Mobile CRM app. We also wanted to add clickable images to this view to allow the user to mark Work Order Incidents as resolved or unresolved through a visual guide. To… Read More: Clickable Image in View on the Resco Mobile CRM App »

Click2Export is Now Available on Microsoft AppSource

Microsoft AppSource is the single destination for business users to find and try line-of-business SaaS apps. Apps available on AppSource work with Dynamics 365, Power BI, Cortana Intelligence and Office 365. Productivity add-ons from Inogic for Dynamics 365 are already available on AppSource. Today we are pleased to share that we are adding yet another… Read More: Click2Export is Now Available on Microsoft AppSource »

Unable to connect IFD CRM using Plugin Registration Tool

When we setup IFD configuration for Dynamic 365 it doesn’t always go smoothly. Sometimes, after configuring IFD, the CRM connects through the web client, but it does not connect using Plugin Registration Tool. The below message is displayed while connecting CRM using Plugin Registration Tool: We have faced this issue many times and have found various solutions!… Read More: Unable to connect IFD CRM using Plugin Registration Tool »

Enable Multiple Languages on Microsoft Dynamics 365 Portal

Introduction: Microsoft Portals can be used to surface data from Microsoft Dynamics 365 Customer Engagement for an external audience. Microsoft Portal provide various pre-configured templates for Customer Portal, Partner Portal, and Employee portal amongst others. Recently the portals were extended to provide Multi-language support, and here we cover the steps to enable multiple languages for… Read More: Enable Multiple Languages on Microsoft Dynamics 365 Portal »

Feature Enhancements to Notes in Dynamics 365 for Phones and Tablets

Feature Enhancement to Notes in Dynamics 365 Mobile and Tablet app

Introduction: Microsoft Dynamics 365 comes with many functionality enhancements that offer a seamless and integrated user experience on the web and mobile client to empower on the go users. Some of the feature enhancements use the on device hardware to offer a refined experience to the user. One such feature enhancement is in the Notes… Read More: Feature Enhancements to Notes in Dynamics 365 for Phones and… »

Maplytics is now Certified for Microsoft Dynamics (CfMD)

We are pleased to announce that Maplytics™ is now one of the first geo-analytical mapping solutions to be Certified for Microsoft Dynamics (CfMD) by meeting Microsoft Corp.’s highest standard for partner-developed software. Maplytics can now carry the distinct Certified for Microsoft Dynamics logo Solutions that are Certified for Microsoft Dynamics have demonstrated development quality… Read More: Maplytics is now Certified for Microsoft Dynamics (CfMD) »

Change the Default Business App Name in Dynamics 365

Changing the Default Business App Name in Dynamics 365

Introduction: Microsoft Dynamics 365 introduced the concept of role-based business apps to enable organizations to package different related entities best suited for their business logic. These easy and intuitive apps allow users to find what they need to do every day. By default, Dynamics 365 comes with an App with the name ‘Dynamics 365 –… Read More: Change the Default Business App Name in Dynamics 365 »

Hide external links in Microsoft Dynamics CRM/365 Portal

Hide external links in Microsoft Dynamics CRM Portal

Introduction: Very often we need to provide a link that redirects to an external link like Company Website, to be accessed by the portal users on the Microsoft Dynamics 365 Portal. However, in some cases, we need to restrict the access to those external links based on the Roles assigned to the portal user or… Read More: Hide external links in Microsoft Dynamics CRM/365 Portal »