Voice of the Customer required permissions
I'm having an issue getting a user the correct permissions to do all of the Voice of the Customer functions (survey creation, preview, etc). He keeps getting a business process error. It's permissions...
View ArticleCustom activity in multi-language deployment
Hi,I've got an on-premise deployment with english as base language and german language pack installed. I created a few custom activities and I have a report that lists all activities regarding a...
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Click2Clone for Dynamics 365 is now even more powerful!
Click2Clone is a productivity app for Microsoft Dynamics 365 Customer Engagement that empowers the users to automate the process of copying OOB & custom MS Dynamics CRM entities. Click2Clone...
View ArticleUsing non Microsoft phone systems with CRM
Hello,My company has MS CRM and wants to use click to dial with our non-Microsoft phone system.Currently when we click a telephone number in a contact record the system seems to want to launch Skype...
View ArticleDynamic Content in Document Templates
Hello, I am playing around with the new Document Template feature for in CRM 2016. I am easily able to include fields in my documents by inserting the content controls as plain text from xml parts....
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Make the Business Process Flow fields to be required conditionally
Introduction:Recently, we had a business requirement to make some fields, present in the Business process flow stage, to be required conditionally based on the value selected in one of the fields in...
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Unable to read Metadata of entity using Web API in Dynamics 365
Hi,We are unable to retrieve entity metadata by using Web API. We have the system administrator security role. When we check the below Web API URL (Service Root URL -...
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Attached document from notes to Sharepoint Document Management
Hi!I'd like to ask if there is a way for the attached notes to go straight to the SharePoint Document Management integrated within my CRM organization?So for example, I upload a document to the notes...
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Populate the details from the Parent record to Child record in Resco
Introduction:Recently we had a business requirement to populate some of the details on the Child record from the Parent record when the child record is created by clicking the ‘+’ button on the child...
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how to automatically update rollup fields in CRM 2015
I was wounding if there a why that I can update the rollup fields atomically with out going into the recorder and click on refresh. also if this can be done every time a new amount is added.
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Fixed – ‘The attachment cannot be saved. Either specify activityId or...
Introduction:While performing data migration most of the time, we need to migrate Email and Email Attachments, where we first migrate the Emails and then migrate the Email Attachments.However, when we...
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[Live Webinar] Maplytics August 2017 Release – Uniquely Yours
With user centric improvements and features, Maplytics August 2017 Release is designed to enhance the productivity of every Dynamics CRM user by adding enhanced geo-analytics capabilities and user...
View ArticleUpload documents to SharePoint in Plugin
Hi,In my project we are integrating CRMOnline to SharePoint using server side integration. All works fine. Now there is requirement to upload the document from plugin to SharePoint. I am able to find...
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Apply Custom CSS to VOC Survey in Dynamics 365
Introduction:In one of our previous blogs, we explained how to set up the VOC in Dynamics 365 environment.In this blog, we will explain how to add custom CSS to the VOC Survey.Recently, we developed a...
View ArticleCRM 2015 Package Deployer: No import packages were found...
I'm having an issue with the package deployer from the SDK. I simply get the message "No import packages were found. Exiting the program..."But my package and the corresponding .dll are all in the...
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Open Voice of the Customer survey link in a specific language using translations
Introduction:Voice of the Customer surveys that was introduced in Dynamics CRM 2016 has enabled organizations to get feedback from their customers across devices. To know how to create VOC survey and...
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OneNote Dynamics 365 Integration
I want to enable OneNote integration, but the option is not available to me as per this...
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Block your schedule – 11th Oct, 3PM for our CRMUG Partner Solutions Showcase
D365UG/CRMUG Summit Nashville is just around the corner and this year too Inogic and Maplytics would be exhibiting there as Gold Sponsor at Booth 724.This year’s Summit is to be held in Nashville, TN...
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how to automatically update rollup fields in CRM 2015
I was wounding if there a why that I can update the rollup fields atomically with out going into the recorder and click on refresh. also if this can be done every time a new amount is added.
View ArticleImage showing partially in SSRS fetchxml report
Hello ,I have added an image on the notes section for a custom entity. However, in my fetchxml report ,when i read the document body of the attachment ,the image is not showing fully only a part is...
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