Introduction: With CRM 2015 SP1, the Client API was extended to allow attaching events to sub-grid to manage the sub-grid data/operations. The OnLoad event however executes on all of the following operations Load of parent form. Save of parent form. Add a new record in sub-grid Remove a record from sub-grid Navigating to prev/next page… Read More »
This is a part two of our User Adoption Tracker Series. In Part 1 we saw how User Adoption Tracker could help you to track users actions of your Dynamics CRM/365. As we have been talking about adaptability, here in Part 2 lets read more about the Dashboards available in our user adoption tracker for your… Read More »
Introduction: Recently we had a requirement where we had to create Contact records from data received from other System and if Duplicate record found then avoid creation of records based on Duplicate Detection rules specified in the System and get the List of the Duplicate Records found in the system. The Duplicate Detection rules might… Read More »
While we were discussing about Registering Maplytics in our last post we saw once the Maplytics license was installed there’s an option to install Sample Dashboards. This post explains how to restore the sample data installed for Maplytics if you have accidentally deleted the sample records of EntityMap/Dashboard. If you try to re-install the samples… Read More »
We don’t want you to miss anything on Dynamics CRM. You can follow Inogic on different social channels and get updates as soon as any new Dynamics CRM Tip or how-to guides regarding Inogic Innovations are published on our blog. Inogic Blog RSS Feed: Thank you for making Inogic Blog a preferred destination for all… Read More »
Introduction: ExecuteMultipleRequest – Message that allows you to club multiple CRM operations and execute them at one go without having to send each of these as separate requests. The ExecuteMultiple provides you with the option to indicate whether you want to continue processing the remaining requests if one of them fails or to stop processing. But… Read More »
Introduction: Microsoft Dynamics CRM has comprehensive Calendar management capabilities to manage work schedules. You are allowed to not only specify the work hours but also the break times when the resource would be unavailable. Here we are demonstrating how to add breaks to daily work schedule programmatically. Calendar and Calendar rules entities in CRM are… Read More »
Every business is unique and Maplytics caters to all user personas of Sales, Marketing and Managers providing them with analytical Power of Maps from within your Dynamics CRM on-premises or online. To map your requirements with Maplytics you need to configure the default values best suited for your business need. How to Configure Default Values:… Read More »
After adding users to the Maplytics Team it is important to assign a secutity role to the user. This post will cover more about Maplytics Security roles and how you can assign them to your CRM users. Steps to Assign Maplytics Security Roles: Two new security roles specific to Maplytics would be installed along with… Read More »
In our earlier posts we have seen how to install and Register Maplytics in your Dynamics CRM. For a better control over who you want to give access to Maplytics in your organization we have made it a primary requirement to setup Maplytics Team in your Dynamics CRM on-premises or online. Lets read more about this… Read More »