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 had a business requirement to “Create” entity records in bulk using OOB “Import Data” feature of Dynamics 365. While doing so, we were experiencing an issue while importing data in Dynamics 365, the error we were getting was “The source data is not in the required format” We were importing the data as CSV… Read More »
Numerous features are available for Dynamics 365 Field Service. Let’s review about the small feature of schedule board in Field Service. Schedule board enables to view work orders by field agents, so it is necessary that the work order scheduled date and time should be correctly viewed to avoid confusion both in Bookable resource Booking… Read More »
Introduction: Email in Microsoft Dynamics 365 is one of the widely use feature to achieve the conversation with the customer as well as to keep track of the conversation happened with internal users. Recently, we had a business requirement, where the user wants to pull some details from initial mail in replied email record. Below… Read More »
Introduction: Recently we had a business requirement where we created plug-ins and asynchronous workflows for ON-Premise CRM and in the plug-ins, we used some third party dll like Newtonsoft.Json.dll. But when we tried to register the plug-ins using ILMerge approach, the third party dlls did not get merged with plugin dll and other required dlls.… Read More »
Introduction: While working on Dynamics 365, we get a chance to work on lot many things. At times you work on C# or JavaScript or SSRS or SSIS. Having knowledge of so many languages, frameworks, or technologies could be taxing. Sometimes we face errors while developing something and don’t have control over how it could… Read More »
Recently we had a business requirement where we came across an issue while retrieving formatted values using LINQ. In this blog, we will discuss how to resolve this issue. Suppose, we want to retrieve a revenue with currency symbol in the formatted value and we are using below query:
Introduction: A lot of time we come across the situations where we would need to have one field to store just the Month part of the date and another one to store the Year part of the date. For example, Credit or Debit Card validity period where the user has to select Month and Year.… Read More »
Introduction: Time and again we have received the requirement to concatenate two or more strings fields value & store it in a string field in Resco Mobile CRM. In this blog, will provide a quick walkthrough of the process to achieve this. Suppose we need to store the Address1 street1, Address1 street2, Address1 street3, Address1… Read More »
Introduction: Earlier we had the option to set the session timeout in Microsoft Dynamics CRM On-Premises version. The session timeout for the online version, however, was defaulted to 24 hours. Microsoft has now provided the flexibility to modify the Session timeout for Dynamics CRM Online. Configuring Session Timeout for Dynamics CRM Online: To set the session… Read More »