Click2Export New Release – Experience an Innovative way to export your Dynamics 365 CRM Reports!

Innovation starts with your Team, Partner, Customer and the end Users. Well, with a combined effort of all these, we are glad to bring up another new set of strong and innovative features in our Click2Export – Your favorite Dynamics 365 CRM App to export Dynamics CRM reports in a click. In our last blog,… Read More »

PowerApps – Alter Component(s) properties based off of other field(s) value using Rules

Introduction: We all know, PowerApps, helps you build business apps. The potential that PowerApps beholds is humongous. PowerApps can help us build an app as basic as a Survey App or maybe a complex one which could have a potential of being a calculator. Well! This blog post is dedicated to describing one of the… Read More »

Automatically Send Greeting Email on Birthdays (Leap Year Scenario) using Microsoft Flow – Part 2

Introduction: In one of our recent blog we saw, How to automatically send greeting email on Birthdays using Microsoft Flow. In order to take customer relations to a next level, any company or establishment would surely like to greet their valuable customers regardless of whether they are born on 29 Feb or not. This blog… Read More »

Multi-Select Option Set field in Dynamics 365 V9.0

Introduction: With the release of Dynamics 365 v9.0 Microsoft introduced a new data type i.e. Multi Select Option Set with the help of this we can select more than one option set in Dynamics 365. Multi-Select Option Set has a list of options and we can select more than one option from the list on… Read More »

Dynamics 365 Field Service: Personal View and Security on Schedule Board

Introduction: Schedule Board provides an overview of the resource availability and bookings. It is a feature within Dynamics 365 Field Service module. Schedule Board by default provides all schedulers with an “Initial Public View” that includes all resource types, territories and unscheduled work orders. Users have the ability to create their own tabs by bringing… Read More »

5 reasons to integrate QuickBooks and Dynamics 365 CRM with InoLink

Businesses, where the sales team has access to all the customer data, can have better sales performance. With the availability of the customer data including financial data can help the Sales Team understand their customers and provide better customer experience. However, due to security reasons, organizations prefer not to integrate their accounting and CRM systems… Read More »

Working with Workflow and Workflow Assembly Output Parameters

Introduction: Using the OOB Workflow, you can use values that are only accessible under the Workflow context to perform operations. If you want to use values that are not under the context of the Workflow or not related to the entity record for which the Workflow is going be executed, then you will need to write a custom assembly… Read More »

Automatically Send Greeting Email on Birthdays using Microsoft Flow

Recently we received a business requirement where client wants to send Birthday Emails to the CRM contacts. We tried this using Microsoft Flow. In this blog we will discuss this. First we need to create a Recurrence trigger so that this functionality will run every day. To create recurrence trigger in Flow please follow below… Read More »

3 reasons why User Adoption Monitor is needed for a successful Dynamics CRM implementation

In this age of digital transformation, organizations leverage the powerful features of business apps to transform their business processes and grow from regional players to global leaders. However, implementing business apps in an organization is easier said than done and it ultimately depends on how well the users adopt the new tool. Needless to say… Read More »

How to Use Columns in a Slicer from Multiple CRM Datasets in Power BI Reports

Introduction: Microsoft Power BI is a powerful tool used for data analysis and reporting using data from different sources, for instance, Dynamics 365. Sometimes reports demand the use of a filter and recently we had a business requirement to apply a filter based on a column from two data sets. The requirement was to have… Read More »

Heard about this? Sales Territory Management in Dynamics CRM using Maps

Territory Management has always been an important part of every business not just to improve sales and revenue potential but also to get a strong hold of customer and market segments. In Dynamics 365 we always had the option of creating territories since inception. Our aim has always been to extend the existing Dynamics CRM… Read More »

How to manage security roles for Apps in Dynamics 365 v9.0

Introduction: With the release of Dynamics 365 Microsoft has brought many new exciting features, one of them is common user interface across all devices. The core idea behind this feature is to bring a single client technology to cover all the different UI’s across devices. Web, Outlook, Mobile, Tablet. In this blog, we will see… Read More »

Identify the Source of Records Created From Microsoft Portal in Dynamics 365

Introduction: Microsoft Portals can be accessed by authenticated and as well as anonymous contacts. So if a user has privileges to create records in Dynamics CRM, irrespective of the fact that they are logged into the Portal or not, then when such records get created in CRM-owner of those records will be set as SYSTEM.… Read More »

Configure Schedule Board to include Multiple Entities Booking Requirements using Universal Resource Scheduling

Introduction: Universal Resource Scheduling feature in Dynamics 365 Version 9.0 can be used to enable scheduling of any entity including custom entities on the Schedule Board. Along with the Scheduling, we will also see how we can add the fields on the booking slot of the Schedule Board and also how to add different booking… Read More »

Auto send Dynamics 365 reports as an email attachment or upload to Share Point – Watch out for new Click2Export!

We always wish we could expedite the process of exporting reports out of Dynamics 365 and reduce the number of clicks required to get an email out with the report automatically attached. Click2Export upcoming new release fills in this gap and you can now configure any report of Dynamics CRM to be exported out to… Read More »

Update and Publish Multiple Sitemap XML Programmatically in Dynamics 365

Introduction: As we all know we can edit Sitemap by using Microsoft Dynamic Site Map Designer or SiteMap Editor using XrmToolBox. But, we can’t see the updated changes on the Site Map until we save and publish that sitemap. Whereas we can also update SiteMap programmatically, after update we need to publish the sitemap XML… Read More »

Fixed – Issue with Dynamics 365 Sub-Grid to load on mobile client

Recently while working in Dynamics 365, a sub-grid on form causing an error on mobile client, for Microsoft Dynamics 365 Version 1612 (8.2.2.112) on-premises environment. There is a sub-grid of custom entity on the form of another custom entity. This sub-grid work fine on web client but was not loading on mobile client. It shows… Read More »

Quickly Open Entity record from Power BI report in Dynamics 365 CRM

Introduction: Power BI is a data analysis and visualization tool which provides various controls for this such as different types of charts, slicer etc. Using these controls user can analyse and monitor organizations or business growth easily. However recently we had a business requirement where we were supposed to show the Case records in a… Read More »

Route Optimization for your Field Reps within Dynamics 365 – Save Time, Fuel and probably a client!

Reaching on time is one of the most crucial goal for sales and service field reps. Field Reps spend more time in traffic and traveling than meeting and appointments with the customers or prospects. The key to success in increasing productivity of salesperson is to reach more clients while optimizing travel time, mileage, and saving cost.… Read More »