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 »
Introduction: Microsoft Portal is easy to configure. However, sometimes we face issues even after correctly configuring the Portal, and it might take a lot of time to identify the issue and solve it. In this blog, we will explain some of the issues that we faced while configuring the Portal Web Pages, Entity Form and… Read More »
Microsoft Dynamics 365 has radically changed the way businesses manage and improve their customer relationships. Adoption of CRM systems has been a huge productivity improvement for an organization’s business process. Even though digital transformation powered by Dynamics 365 has improved the efficiency, productivity, and business processes of organizations, manual data entry remains one of the prime… Read More »
Introduction: Recently we had a business requirement to delete a Custom Entity from Dynamics 365/CRM as it was no longer needed. As we all know, to delete an Entity, first we need to remove all the dependencies of the referred Entity from the system views, sub-grids, and plugins, etc. registered on that Entity. Issue: We… Read More »
Introduction: Sandbox instance or Non-Production Instance was introduced with Dynamics CRM Online 2013, and it allows an organization to test and implement processes and avoid any complications and issues on the Production Environment. There may be situations where we need to test the process for multiple users with different security roles. In this blog, we… Read More »
It is a common requirement to integrate HTML web resource in CRM form or open an HTML web resource as a separate window to have the additional user interface. JQuery library is a common library to perform the script related operation and even to deal with HTML controls in such scenarios. Sometimes we receive error… Read More »
Earlier when we had an Email Template created for any entity, we used to follow the below four steps to send an email using Template: Retrieve the Email Template and get the Template Id Instantiate the template using InstantiateTemplate request and get the Response Create the Email in CRM using IOrganizationService object or OrganizationServiceContext object… Read More »
When we setup IFD configuration for Dynamic 365 it doesn’t always go smoothly. Sometimes, after configuring IFD, the CRM connects through the web client, but it does not connect using Plugin Registration Tool. The below message is displayed while connecting CRM using Plugin Registration Tool: We have faced this issue many times and have found various solutions!… Read More »
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 »
Introduction: Very often we need to provide a link that redirects to an external link like Company Website, to be accessed by the portal users on the Microsoft Dynamics 365 Portal. However, in some cases, we need to restrict the access to those external links based on the Roles assigned to the portal user or… Read More »