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Category Archives: D365 Sales

A Duplicate Lookup Reference

Posted On June 25, 2017 by Subhash Mahato Posted in

Introduction: Best way to load data into CRM is excel/CSV.  But some time it happens that few records may not be imported into CRM. One of the error more frequently occurs is “a duplicate lookup reference was found”. Description: If you are importing data using CSV, you will find that this is simplest way of … Continue reading A Duplicate Lookup Reference

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Installation Procedure of LinkedIn Sales Navigator on MS D365 CRM Online

Posted On June 23, 2017 by Admin Posted in

Introduction: In this blog, we shall see how a user can install the ‘LinkedIn Sales Navigator’ on their MS D365 CRM online environment. Pre-Requisites: D365 CRM Online Environment MSDynamics 2016 and 365 Widget Rar File. Procedure: The following are the steps to Install the LinkedIn widget to Microsoft CRM D365 Step1: The user will have … Continue reading Installation Procedure of LinkedIn Sales Navigator on MS D365 CRM Online

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Upcoming Features in Spring 2017 for Dynamics 365 For Sales

Posted On June 9, 2017 by Priyesh Wagh Posted in

Overview Spring 2017 update to Dynamics 365 is coming up in July 2017. And there are exciting new additions and improvements coming to Dynamics 365 For Sales. Here are the highlights on what’s up next – LinkedIn Sales Navigator: Improve performance of their sales processes from LinkedIn Company and Sales profiles Display Navigator person and … Continue reading Upcoming Features in Spring 2017 for Dynamics 365 For Sales

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Ribbon Customization

Posted On May 25, 2017 by Subhash Mahato Posted in

Introduction: While customizing or adding a button to ribbon there are chances that you want to add same behaviour as of an existing button. But it is not known how to check what logic has been applied to that button. Description: If you want a custom button to have same behavior as that of system … Continue reading Ribbon Customization

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Increase number of Tab and Fields on tables

Posted On May 10, 2017 by Subhash Mahato Posted in

Introduction: The tablet app for Dynamics CRM have limits that allows only number of fields, tab and grid that can be view on form. The current limitation are as below, 75 fields 10 Grids 5 Tabs Description: This limitation is put to increase the performance of CRM while using on phone or tables but what … Continue reading Increase number of Tab and Fields on tables

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Retrieve data using same data type fields from different entities

Posted On April 28, 2017 by Subhash Mahato Posted in

Introduction: We have various methods to query CRM like, “query expression”, “fetch expression” and “LINQ”. If we want to query data of two different entities, then we should have relationship between entities otherwise you will not get data. In case you want to process data of two different entities which are not related to each … Continue reading Retrieve data using same data type fields from different entities

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Advantages to Managing your Sales Pipeline in CRM

Posted On April 28, 2017 by Anil Shah Posted in

Overview: The purpose of this article is to help fellow entrepreneurs and sales managers leverage technology for effectively managing their sales pipeline with a few easy steps. As an entrepreneur, one of the most difficult aspects of my work is generating sales and building a healthy sales pipeline. On June 1st 2017, CloudFronts will complete … Continue reading Advantages to Managing your Sales Pipeline in CRM

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Invalid Namespace Error

Posted On March 30, 2017 by Subhash Mahato Posted in

Introduction: We have an integration of CRM with 3 party system which sends sales data. We used the Azure service bus to send data from CRM to 3 party system in real-time. It was working fine until CRM 2016 But after the upgrade of Dynamics CRM to Dynamics 365, our integration stopped. Description: We decided to … Continue reading Invalid Namespace Error

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How to display Status Reason conditionally in Case Management

Introduction This blog resolve a scenario requested by client to display Status Reason conditionally on Case entity. This requirement can be fulfilled by using Transitions functionality on Status Reason field on Case entity in D365 Sales. Steps of Implementation Open Status Reason field on Case entity Click on Edit Status Transitions and check the checkbox … Continue reading How to display Status Reason conditionally in Case Management

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Process Unification & New Visual Process Designer in Dynamics 365

Posted On November 15, 2016 by Admin Posted in

Introduction Dynamics 365 introduced many new functionalities for Dynamics CRM Sales App but this blog will cover the enhancements for new Visual Designer and Process Unification in Dynamics 365 Sales App. Below are some key points that will show what are the new enhancements on Business Process Flow, Task Flows and Business Rules. Business Process … Continue reading Process Unification & New Visual Process Designer in Dynamics 365

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