How to trigger the plugin on any Business Process Flow stage change and update custom entity record related to the Active Stage

Introduction Recently while working on a customer requirement, we came across a scenario where we needed to trigger a plugin on change of Business Process Flow stages. So, in the pursuit of finding a solution, we came across workflow and process stage entities, but they were not very useful in this scenario. Our requirement was… Read More »

Interactive checklists/plans for your Business Processes to improve sales activities within Microsoft Dynamics 365 CRM!

The ultimate goal of any organization that implements effective business processes is to improve process efficiency to increase productivity and provide higher customer satisfaction, leading to increased ROI in business. Business Process Checklist, the latest app by Inogic, lets sales managers create automated plans with tasks and activities that mirror best practices for completing business processes… Read More »

Get Business Process Flow Stages in a defined sequence within Microsoft Dynamics 365 CRM

If you’ve ever tried to retrieve Business Process Flow (BPF) stages programmatically in Dynamics 365 CRM, you’ve probably noticed something frustrating: the order you get from the backend doesn’t always match what you see on the form. Recently, while working on a real project requirement, you may find yourself needing the BPF stages in the… Read More »

Recap of Dynamics 365 CRM Apps Webinar Marathon – Make your return-to-work experience more productive!

Many thanks to our thought leader partners and participants who have contributed to make our Dynamics 365 CRM Apps Webinar Marathon – Boost Productivity this Holiday Season a grand success. We understand that pre-holiday times are often the busiest of the year. With office get-togethers, year-end obligations, and personal commitments, this time of year can… Read More »

Ways to deal with missing Power Platform Environments

When working on setting up security in Power Platform environments it is important to consider all the different aspects of security. Sometimes it may happen the user may experience missing environment instances while trying to access it from the maker portal and the admin portal. Recently one of our clients reported that the user having… Read More »