Introduction In this blog we will take a look at how we can add an custom HTML web resource in your customer engagement app. There have been client requirements where there was a need to add custom UI to handle some additional functionality, let see how this can be achieved. Implementation Step 1 : Firstly … Continue reading Add HTML page in Dynamics 365 Customer Engagement Apps →

Introduction In this blog we will look at how we can add the lookup functionality of dynamics 365 Customer Engagement in our HTML web resource. Implementation Step 1 : We have already added a web resource in our app, you can refer to my blog on  “ADD HTML page in Dynamics 365 Customer Engagement Apps”. … Continue reading Add Dynamics 365 Lookup functionality in HTML Web resource →

Introduction In this blog we will see how to use the Email Engagement functionality from Dynamics 365 Customer Engagement Pre Requisites 1. Dynamics 365 for Sales Implementation Step 1: To enable Email Engagement we can simply, navigate to Settings > AI for Sales > and accept the terms and agreements Once Accepted, we have to … Continue reading Email Engagement to track email interactions from Dynamics 365 Customer Engagement →

Introduction In the previous blog we looked at how we can register Email opens, Link Clicks and View Replies to a mail in D365 Customer Engagement using Email Engagement. In this blog we will see how we can follow emails to use the same feature using Dynamics 365 for Outlook App. Pre-Requisites Dynamics 365 Customer … Continue reading Email Engagement to track email interactions using Dynamics 365 App for Outlook →

Introduction In this blog we will take a look at how we can follow records automatically in Dynamics 365. As the name suggested when we follow any particular record, we can get details of that record in our activity feed. This can then be displayed on the dashboards in CRM. Following a record can also … Continue reading Stay updated using the “Follow” Capability in Dynamics 365 Customer Engagement →

Introduction In this blog we will look at how to create automatic post based on criteria. In my previous blog we saw how we can follow records automatically, based on some conditions. Both these scenarios could be clubbed to use the system more efficiently Implementation Step 1: For this demonstration, we will create a post … Continue reading Create automatic posts in Dynamics 365 Customer Engagement →

Introduction: In this blog we will see how we can create folder structure in SharePoint for Leads when the record is created in CRM using MS Flows Pre Requisites: SharePoint Integration must be enabled for the required entities Implementation Step 1: Here in our Flows we have used “Create of a record(Leads)” as trigger condition. … Continue reading Create Folder Structure in SharePoint using MS Flows →

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 this blog we will see how to filter customer type field in Dynamics 365 to only show Accounts/Contacts dropdown. Implementation: Step 1: For demonstration purpose we will filter to only show Accounts. In the below image we can see that we have  a Customer type field which allows to choose from Contacts as … Continue reading Filter Customer Type field to display only Accounts in D365 V9.0 using JavaScript →

Introduction: In this blog we will demonstrate how to set visibility of a field in Dynamics CRM based on Security Roles using JavaScript. Implementation: Step 1: First we create a security role, Here for our demonstration I have created a Blank Security Role with the name “CustomEditAccess”. Copy the GUID of the security Role as … Continue reading Set Field Visiblity based on Security Roles in Dynamics 365 →