One of the most common asks as an administration is to know when the user started accessing the system and from where. In your Dynamics 365 Customer Engagement apps, you can enable Auditing for User Access.   Enable Auditing of User Access You need to enable this feature once you enable Auditing on Organization level. … Continue reading Audit User Access in D365 →

Here’s your guide to quickly setup a multi-factor authentication for an Office 365 user. Manage Multi-Factor authentication Multi-factor authentication can be managed for the O365 under Services and add-ins. If you are in O365 Administrator, find the Services as shown below. You can find this service called ‘Azure multi-factor authentication’. Select it. Open the same … Continue reading Office 365 Admin: Quickly Enable Multi-factor authentication for users →

Introduction: Are you one of those traditional company who has been reeling under the burden of undergoing digital transformation just because there is enough buzz around and every other organization including your competitors are taking on their operational, human and several other business challenges head-ons with this digital transformation thing? You have no idea of … Continue reading Three Factors That will Surely make Digital Transformation a Success! →

Introduction In the blog we are going to see how to add Insights based News related to Companies/People on the Dashboards in Dynamics CRM Pre Requisites Insight, powered by InsideView Dynamics 365 Customer Engagement Implementation Step 1: First we go the dashboard we want to customize and we add a web resource with the following … Continue reading How to add Insights based News on CRM Dashboards →

Introduction: In my personal experience over the years, whenever I dealt with business owners, directors, and CTOs in the technology conferences and events, I come across many of them who always hold some misbeliefs about the Enterprise Resource Planning or ERP system. This persuaded me to pick and share some experiences and demystify topmost 3 … Continue reading 3 Biggest all-time ERP Myths →

Introduction: Companies want to record some of contacts as customers, vendors, or bank accounts. Creating a customer, vendor, or bank account from a contact enables you use existing data. When you create a customer, vendor, or bank account this way, it is synchronized with the contact. Prerequisite: Setup Business relations Select Business relation codes in … Continue reading Create a Customer, Vendor, or Bank Account from a Contact →

Introduction: This blog explains how to Create an Email activity in MS CRM through WebApi Request: Post URL:  <your instance url>/api/data/v9.1/emails Header: Content-Type: application/json Prefer: return=representation Body: 1. Creating Email with resolved emails (To field of email is record in MS CRM). { “description” : “Email Created”, ///Email Body “regardingobjectid_account@odata.bind” : “/accounts(69C38067-EDB7-E811-A961-000D3A363C81)”, “subject” : “Test Email … Continue reading Creating an Email activity in MS CRM through WebApi →

Introduction: Managers and employees need a good time entry application to record worked hours for billing, payroll, or operations. That information is used to automate payroll, invoice clients, and keep a business operating efficiently. While there are many good off the shelf time entry applications, the pre-built time entry capabilities of the model-driven approach in … Continue reading Time entry using model driven PowerApps →

Introduction: Whenever the a single field in NAV contains Name, Address and other values seperated by delimiter such as ‘,’. But this field cannot formated in SSRS to look appropriate as follows. For Example in NAV: John Peter, Long Island, New York,US. Formatting in SSRS: John Peter, Long Island, New York, US. Pre-requisites: Microsoft Dynamics … Continue reading Formatting Address Data separated by delimiter in the single field →

Most new users get stuck with issues saying ‘Email address of the recipient was not resolved’. Like in case you want to send out an email from D365 but you don’t have the same saved in the system as a Contact/Lead or any other record. And it resulted in this the big red cross like … Continue reading Ability to send to Unresolved Email Address in D365 Email →