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Category Archives: D365 Customer Service

Adding images in the thank you page in Voice of Customer in Microsoft Dynamics 365 for Customer Engagement

Introduction: Microsoft’s Voice of the Customer (VoC) application, part of Dynamics 365 for Customer Engagement, empowers users to create surveys without the need of a third-party product. Some elements of the experience can be configured in VoC like logos and custom images. The theming layer allow users to edit a survey’s look and feel with custom colors … Continue reading Adding images in the thank you page in Voice of Customer in Microsoft Dynamics 365 for Customer Engagement

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Ten Useful Features of XrmToolBox for Microsoft Dynamics 365/CRM

Introduction: XrmToolBox can be used to simplify many tasks. With so many tools now listed, a newcomer may wonder what others are using it for to maximum benefit. XrmToolBox is a Windows application that connects to Microsoft Dynamics 365 for Customer Engagement and Dynamics CRM, providing tools to ease customization and configuration tasks. It is shipped … Continue reading Ten Useful Features of XrmToolBox for Microsoft Dynamics 365/CRM

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How to set a default chart in a view’s Chart Pane

Introduction: This blog explains how to set a default chart in a view’s Chart Pane Scenario: We have created custom chart on order named as Order by printing status. We want this chart should get open when user click on charts pane Steps: Go to Customization –> Order –> Charts. Click on More Actions –> Export Chart. … Continue reading How to set a default chart in a view’s Chart Pane

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Error handing in MS Flows

Introduction: In this blog we will be going through the steps of Error Handling in Microsoft Flows. Implementation: Step 1: We have created a basic flow that is triggered when a HTTP POST Request has be made to the generated URL. The body will contain a JSON array with some data The flow will then … Continue reading Error handing in MS Flows

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Resolve “The Team member position has already been filled” error

Introduction: You might receive alert “The Team member position has already been filled” while submitting a request for an actual resource. Description: I was working on a project and we use PSA solution for resource management. Some Team Members was already added in project with “Generic Resource” and we wanted to replace resource with actual … Continue reading Resolve “The Team member position has already been filled” error

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Run Report in UCI Form for Web Browser

Introduction: This blog details steps for Run Report button in UCI Form via Web Browser in D365 Sales. Scenario: Client requires Run Report button in UCI Form for Order Entity in D365 Sales Steps: Below are steps to be performed for enabling Report button on Order Entity Create WebResource with below javascript function. Create a … Continue reading Run Report in UCI Form for Web Browser

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Hide UCI in Dynamics 365

Introduction: Dynamics 365 has two different type of form one is classic and other one is UCI. Now sometimes we want certain field to be visible on UCI and some on classic form. Description: We had a requirement where we wanted to show certain field on UCI, but it should be hidden on classic form. … Continue reading Hide UCI in Dynamics 365

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Get Feedback from customers after Case is resolved using MS Flows

Introduction: In this blog we will use MS Flows to send out Surveys to customers once the Status Reason on the case is “Problem Resolved”. Implementation: Step 1: Below shown is the configuration of the flow. The flow is triggered once the Status Reason field in the case is changed. The statuscode is 5 which … Continue reading Get Feedback from customers after Case is resolved using MS Flows

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Import Solution XML error

Introduction: In this blog we will discuss how we can solve XML issue while importing solution from one environment to other. Scenario and Steps: 1. Deploying a solution from one environment to other causing issues below issue. This error occurs when there are some integrations enabled for your entity. 2. Click on “Help me resolve … Continue reading Import Solution XML error

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Manage Email Notifications in D365

Introduction: Dynamics 365 service team regularly sends email notifications to the administrators in your dynamics 365 organization. Now with simple mail box rule, you have complete control who should receive the mail. Description: As an administrator you can setup the mail box rule to automatically redirect email communications from dynamics 365 to additional recipients. People … Continue reading Manage Email Notifications in D365

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