With the release of Dynamics 365 v9.0, Microsoft has introduced many new features that make our Dynamics 365 even better. With the new User Interface changes, we just can’t stop looking at it. The new User Experience added in the Dynamics 365 has become more consistent across multiple devices such as desktop, mobile and, tablet.… Read More »
Introduction No doubt Microsoft Dynamics 365 update comes with exciting features, and so Dynamics 365 v9.0 update. One of these feature in Entity Specific Dashboards in new Dynamics 365 UI. In the Sales Hub app, you can see these new dashboard called Entity Specific Dashboard. Entity specific dashboard. Entity Specific Dashboards are very similar to… Read More »
Translation help users to understand the given details in their native language when user is unaware of that language. In CRM it is especially helpful when we are working on a packaged solution. Dynamics 365 CRM allow us to provide translation using Import/Export of translation as below. And also by adding XML tag for translation… Read More »
Introduction: Microsoft has introduced a knowledge management system for Dynamics CRM 365. This enables users to create rich knowledge articles, which also supports embedding external multimedia content like images and videos in the form of links. It also allows translations and versioning for the articles. In this blog will discuss about how to associate Knowledge… Read More »
Introduction: Recently while working we came across an issue while qualifying the lead as shown in the below screenshot. As we all know when a lead is qualified along with Opportunity and Account a Contact record also gets created with this lead as the Originating Lead. So there is 1:N relationship named “contact_originating_lead” between the… Read More »
Introduction: If user access Dynamics 365 through a mobile app and it is in offline mode then the user gets an error message and unable to edit records as fields are locked in offline mode. In this blog, we will walk you through the steps to enable the editing of entity fields in offline mode.… Read More »
Introduction: Voice of Customer in Dynamics 365 helps to capture feedback regarding your product or service from CRM. With Voice of the Customer, we can easily set up surveys, distribute them to contacts via workflows, and capture responses. Recently we had a business requirement where we only need to show the checkbox text and not… Read More »
Introduction: Whenever we upgrade Dynamics CRM we learn many things along with it. Recently we had a business requirement where we recently upgraded Dynamics CRM from CRM 2011 to CRM 2016. We completed upgrade smoothly but after upgrading to CRM 2016 we were not able to Create/Update the Service Activity record. While saving the record… Read More »
Introduction: As we know, Voice of Customer is an easy and reliable way to gather feedback via Surveys from the customer for the products or services they are using directly in your Dynamics CRM. With Voice of the Customer, we can easily set up surveys, distribute them to contacts via workflows, and capture responses. This… Read More »
We have been exploring the cool new Dynamics 365 v9.0 quite a lot in the recent times. And quite often this question has been asked so a blog would be the perfect place to announce that yes your favorite Inogic Dynamics CRM apps are now compatible with the new Dynamics 365 CRM v9.0. Have you… Read More »