Microsoft made new enhancements in Dynamics 365 Mobile App. The App incorporates the new UI and additional features to help users seamlessly interact with their CRM Data. In this blog, let’s have a look at the changes done in Dynamics 365 Release. Enhancements in Mobile App Logo Changes Microsoft Released all new logo for Dynamics … Continue reading Mobile Client Applications in Dynamics 365 →

We have a requirement that we want to change button text and description for case entity to the incident. Since the case is system entity which is managed, dynamics 365 not allowed you to make any modification in button text or description. For the unmanaged entity, you can make a modification with the help of … Continue reading How to Change button text or description of the system entity or managed entity →

Auto Capture is a feature introduced in D365 so that you don’t need to go to your Outlook and explicitly tracked Emails to Dynamics 365. This is one cool feature that can help you poll your personal emails and show you if you want to track it or not! Overview Auto Capture is a sub-feature … Continue reading Auto Capture – Dynamics 365 →

What is PowerApps? PowerApps is a Microsoft product which allows developer/non-developer to build an application without writing a single line of code. PowerApps creates custom business apps for web and mobile devices that help you do your job more efficiently and collaborate better with your co-workers. Use PowerApps to solve problems specific to your business … Continue reading PowerApps →

In this blog article, we will see how to access Azure Blob storage and create document in CRM by reading a specific blob document in Azure. Steps: Get the following details of the Azure Blob storage Primary access key Blob container name File Name of the document Now we will write a sample plugin code which will … Continue reading Accessing Azure Blob storage from CRM Online Plugin →

Dynamics 365 for Financials is a newly launched product by Microsoft which is fully based on Cloud. The product is developed keeping Microsoft Dynamics Navision as base. Following is the list of differences which could be identified when compared to Microsoft Dynamics NAV 2017. User Interface D365 for Financials – It is a web based … Continue reading Comparison between NAV 2017 and Dynamics 365 for Financials →

Prerequisite Internet facing Domain controller (if it’s an On-Prem DC) Setup the ADFS Role in our Domain Controller [Which will act as a IdP] Dynamic CRM online 2016 and CRM Portal Setting Up ADFS Open the ADFS Management in the server manager [Tool > AD FS Management] In AD FS Management tool, select Service > … Continue reading SSO configuration for CRM Portal →

This blog is intended to showcase capabilities of Dynamics CRM portals to accommodate custom CSS for UI changes. For adding any custom CSS for the portal, we need to add bootstrap.min.css as a child file of “Home page” on the portal. Steps for adding CSS file on portal Step 1: Create a custom bootstrap.min.css having … Continue reading Adding Custom CSS for Dynamics CRM portal UI →

Introduction After questions are added in surveys. You can add a response routing rule which helps to show hide questions or perform an action depending on the response from the client. There is a scenario when you want to ask additional questions based on responses in a Voice of the Customer survey, create one or … Continue reading Response Routing Rules in Surveys →

CRM Custom hierarchies are very useful feature for maintaining hierarchy among records and also provide nice visualization of the Hierarchies. With rollup fields and custom hierarchies have become even more useful to derive and visualize meaningful data in the hierarchy. In this blog, we will use how to leverage Rollup fields and Custom hierarchies to … Continue reading Dynamics CRM- Rollup with Custom Hierarchies →