Introduction: Email in Unified Interface Dynamics 365 is also available as a separate app! Here’s how you can get it. By default, the new email capabilities are already available in the Unified Interface of D365. But you can have it as a separate app if you’d like. Installing the App: Here’s how you get it … Continue reading Email in Unified Interface as a separate app in D365 →

Introduction: If you try to configure SharePoint with dynamics 365 sales, it will pop up with “Microsoft Dynamics 365 list component is not installed”. This error used to come in earlier version of dynamics CRM but now we are start receiving message to install the list component. Description: As it is explained in the introduction … Continue reading Enable SharePoint for Dynamics 365 →

 One of the most popular ERP systems that is amazingly popular among all small and mid sized businesses is Microsoft dynamics NAV integration. Installing CRM NAV integration is extremely easy and simple and its interface is so easy to understand that anybody can learn it within no time. This is the reason NAV integration has … Continue reading Integrating Twilio with D365 CRM Online to send SMS Messages using Microsoft Flow →

Introduction: In this blog we will demonstrate the working of HTTP Request -Response in Microsoft Flows. Implementation: Step 1:  In our example we will make a POST call to our Microsoft Flow so that we can further apply some logic in Flows. The POST request contains the following data. JSON: [{ “name”: “TestName”, “Address”: “TestAddress” … Continue reading HTTP POST Requests using Microsoft Flows →

Introduction: In this article, we will learn how to dynamically use Dynamics 365 CRM option set/ CRM picklist in Power BI. As you may be aware that CRM picklist stores Integer value in the backend and not the actual display name. So, whenever you query an entity with picklist fields in Power BI you will … Continue reading CRM Option set in Power BI →

Overview: Now, you often must have noticed that the field Est. Revenue on Opportunities is either locked or is open to enter value into it. There’s a reason for this as well. Revenue Field: So basically, there is a field on the Opportunity that drives this operation. It is called as Revenue field! System Calculated- … Continue reading Estimated Revenue field behavior of Opportunity Entity →

Introduction: In this blog we will discuss some extended custom functionality of uploading documents to SharePoint and CRM. Purpose: By default, document location is enabled for some OOB entities like Accounts, Contacts, Opportunities and by default document location gets created for records on first time load of Document Location associated view. This is the OOB … Continue reading Custom Document Structure in Dynamics CRM and SharePoint →

Introduction: While starting the AOS service if you face above error then check 2 things, Check your System log as mention in error (Event Viewer-> Windows Log -> System) it will give you error ‘Cannot create another system semaphore’. Also, Check your Application Log (Event Viewer -> Windows Log -> Application). Cause: This error means … Continue reading Error ‘Cannot create another system semaphore’ while starting the AX 2012 AOS service →

Introduction: In this blog we will demonstrate how to create Customer Journeys in Dynamics 365 for Marketing. As you engage potential customers, they start by discovering your product, evaluate whether it meets their needs, look for a good offer, and finally make a purchase. This process is called as Customer journeys. Pre Requisites: Before we … Continue reading Customer Journeys in Dynamics 365 for Marketing →

Introduction: This blog explains how to Create Case in Dynamics 365 from Microsoft Social Engagement Posts. Steps to be followed: Steps in Dynamics 365: Go to Settings –> Service Management –> Automatic Record Creation and Update Rule.  Click on +NEW. Enter Name and Set the Source Type to Social Activity. Save the record Under Channel Properties … Continue reading Creating Case in Dynamics 365 from Microsoft Social Engagement Posts →