Category Archives: Blog
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
I had one of my clients recently asked about the Office 365 Apps on their MacOS, of course, I guided him to download the same from Microsoft’s website but now I can easily tell the client to go to the Apple’s Mac App store and download Office 365 apps directly from there. It became so … Continue reading Office 365 Apps now available on Mac App store!
Introduction: This blog explains how to Send Emails using WebApi in MS CRM. Request: Post URL: <your instance url>/api/data/v9.1/ emails (<guid of the email record>)/Microsoft.Dynamics.CRM.SendEmail Header: Content-Type: application/json Parameter To be send in body: Parameter Value Comment IssueSend False If value is set as false, then email is market as sent only in MS CRM. IssueSend True … Continue reading Send Emails using WebApi in MS 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
We can add various Visual Formatting Options while developing a Power BI Custom Visual. One of them is the Toggle feature which is useful for adding or removing particular abilities to your visual or perform any similar boolean operations. The json bit for the toggle option looks like this. By default when you add a … Continue reading PBIVIZ Single Line Toggle Format Option Tip
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