Tag Archives: Dynamics 365

How to Route Emails Based on Rules in Dynamics 365

Introduction In Dynamics 365, we can send/receive emails using Microsoft Exchange Online within the organization or outside the organization. Also, users can add rules/filter/restrict email using the additional setting in Outlook. There is another way where users can also create rules/filters for email using the Exchange Admin Center in Dynamics 365. So in this blog,… Read More »

Project Oakdale – AKA – APP Development (RAD) for Teams

First impression, Looks like SQL – creating table experience – and yes Tables, not entities. Next thought, Back to MS Access days – do nothing and have a fully functioning app! That’s Project Oakdale! And no, it is CDS framework but it does not include Common Data Model entities – so I had the impression… Read More »

Maplytics March 2019 release Live Webinar – Enhancing Location Analytics within Dynamics 365!

We are excited to announce that we are back with another informative and engaging webinar of Maplytics. Previously, we conducted a webinar on Empowering Managerial Decision Making where we discussed features like Auto Scheduling, Territory Management, Overlay, Pie charts & Column charts Heatmaps, Shape Operation, Security Template.   In the upcoming session, we will focus… Read More »

Working with Fetch functions of JSBridge Reference file in Online and Offline Mode of Resco Mobile App

Introduction: Recently, we had a business requirement where we needed to display total number of active Agreement records associated to the Account entity of Dynamics 365 CRM on “Account Entity Form” in Resco mobile app. So, we developed a script for populating total number of active Agreements related to the Account record and deployed it… Read More »

Multiple Microsoft CRM Portal Instances for Dynamics 365/CRM

Most often asked question is if one CRM can be used to host multiple portals? When you go through the deployment admin screen for CRM, you have the option to install multiple Portals; you are free to install Customer Portal as well as Partner Portal. This will go ahead and deploy the solution components and… Read More »

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 »

Customization Preview Enhancement in Dynamics CRM 2016

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 »