Introduction Enhancing the user experience in Dynamics 365 is the on-going activity. Everyone wants to deliver their business application to their customers with rich context, videos, walkthroughs, articles etc. “Learning path” is a tool available in D365 which will help us to strengthen user engagement on D365. By providing them a guided instructions/hints the way… Read More »
Attach2Dynamics not only facilitates integration between Dynamics 365 CRM and SharePoint but also provides integration of Dynamics 365 CRM with Dropbox. This is not all, our team of solution architects have been continuously working on extending this support to other cloud storages like Google Drive, Azure Blob Storage, Azure Data Lake Storage, One Drive and… Read More »
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 »
We are in the first quarter of year 2019 and still reminiscing what an awesome year 2018 has been! With two major releases last year that were epitome of success, we introduced bulk of features to simplify the lives of our end users. In March 2018 Release our focus was to boost field productivity and… Read More »
Introduction Dynamics 365 CRM comes with various updates and features. While exploring Dynamics 365, we came across a new feature “Upgrade Runs.” Let’s explore more on this in this blog. Upgrade Runs helps us to check the upgrade details of installed solution. To check upgrade details go to->Setting-> Upgrade Logs section as shown in below… Read More »
Introduction Business Process Flow (BPF), which was introduced in CRM 2013 is really useful for all the organizations to train their staff in an effective way. Like, everyone knows BPF is a guided process for a user to follow. Since, CRM 2013, BPF has undergone drastic changes iteration by iteration. Initially, BPF didn’t support SDK… Read More »
With every release, we brainstorm to add new features in Maplytics to enable users to increase their capabilities of geo-mapping and also incorporate the valuable feedback we receive from our customers. In our recent releases we had worked on enhancing the mapping abilities of field professionals and later we focused on empowering the managerial capabilities… Read More »
Introduction Resco Woodford provides many features one of which is, to be used by the technician by working on the field. Resco provides one of the features that user/technician gets notified for any of the events from the Dynamics CRM in the latest version of the Woodford (11.3.1.0). Consider that user needs to be notified… Read More »
Dynamics CRM reports are detailed informative list of records. Reports may contain information such as accounting information of an organization, customer details, revenue generated during a period, etc. These reports can be converted into report templates in order to keep a common format and update the data from time to time. Similarly, we can create… Read More »
Introduction When user needs to display all the record using the “account” entity on the portal page then he can perform the retrieve operation by calling OData query using JavaScript. Working First we will create the entity list. On the entity list there is tab “OData” where we need to fill the information like “Entity… Read More »