September is over and we are now almost counting days or maybe hours for the User Group Summit starting October 15, it’s already a 2x exciting feeling to be at Summit booth 1331 this year. Developing innovative productivity apps, creating out of the box solutions, providing distinguished low-cost development services is what we do best. Our productivity apps are developed with the intention to ease your day-to-day workload and improve your Dynamics 365 CRM productivity. Our focus is to do more smart work. Low cost with high returns. And all this is possible with our distinct array of Dynamics 365 CRM Productivity Apps. So, let’s have a brief look into each of these amazing productivity apps. Alerts4Dynamics – Manage Alerts and Notifications in Dynamics 365 CRM Our latest addition and as the name suggests – Alerts4Dynamics – is a productivity app to create, schedule, manage Alerts and Notifications for different entities in Dynamics 365 CRM. With Alerts4Dynamics you can notify and pass relevant information to specific target audience in Dynamics 365 CRM. Alerts can be sent through Emails or can be displayed with the help of Pop-ups or Form Notifications. You can categorize Alerts as Information, Warning or Critical depending upon the level of urgency and nature of information. These notifications can be created and displayed indefinitely or for a defined period of time in different languages. Moreover, these notifications can be accessed from anywhere in the CRM. Handy, isn’t it? You can download and explore this app from our Website or Microsoft AppSource . Attach2Dynamics – Manage and Store Dynamics 365 CRM Attachments on SharePoint, Dropbox and Azure Blob Storage Attach2Dynamics – a Microsoft Preferred Solution on AppSource – is a productivity app that manages and stores Dynamics 365 CRM attachments in cloud storages like SharePoint, Dropbox and Azure Blob Storage. With Attach2Dynamics you can easily upload, download, create folders, rename folders, view files, delete files and attach files to emails from right within Dynamics 365 CRM without having to navigate to the cloud storage application. It helps you to manage your storage space by automatically moving Notes/Email/Sales Literature Attachments uploaded to Dynamics 365 CRM to cloud storage. Further you can move attachments in bulk from Dynamics 365 CRM to respective cloud storages without interrupting your ongoing work. Interested? You can check out this app from our Website or Microsoft AppSource . User Adoption Monitor – Track User Actions & Improve Adoption of Dynamics 365 CRM User Adoption Monitor – a Microsoft Preferred Solution on AppSource – is a productivity app that monitors, tracks and reviews the actions performed by users in Dynamics 365 CRM. You can keep a tab on each and every actions performed by individual Dynamics 365 CRM users which can be reviewed on a daily, weekly and monthly basis. These reports are easily stored and can be viewed with the help of charts and leader dashboards. In this way you can design business processes which is in sync with the capabilities of your team members leading to maximum output from both individual and team. Curious? Satisfy your curiosity by downloading this app from our Website or Microsoft AppSource . Click2Clone – Automate or Click to Clone records including related Child records Click2Clone – a Microsoft Preferred Solution on AppSource – as aptly named is a productivity tool designed specifically to Clone Dynamics 365 CRM records to save duplicate data entry and the number of clicks. Getting job done in just a single click is the highlight of this solution. Using Click2Clone, you can do deep cloning on both OOB and Custom Entity child records which makes it a powerful tool. You can clone records of one Entity to another Entity along with relationships , set reference of the newly created record on the source record and vice versa to identify each other. Amazing, right? Just one click and download the solution from our Website or Microsoft AppSource to know more. Click2Export – Automate and Schedule or Click to Export Report/View/Word/Excel Template Click2Export – a Microsoft Preferred Solution on AppSource – is a productivity app that exports Dynamics 365 CRM Report/Word/Excel templates in just a single click. With Click2Export, you can export Report template in Excel, Word, PDF, CSV and TIFF format, Word templates in PDF or Word format while Excel templates in Excel format. All these exported reports can be then auto-sent in an Email as an Attachment, Attached as a Note, Uploaded to SharePoint or Downloaded as per your convenience. It supports bulk exporting of Dynamics 365 CRM Reports/Word templates and also exports multiple records in a single report with just one click. You can say that it is an expert solution which fulfills all the necessary requirements for exporting data from Dynamics 365 CRM. Fascinating, isn’t it? Then don’t wait, just download and explore this app from our Website or Microsoft AppSource. SharePoint Security Sync One of our upcoming productivity apps – SharePoint Security Sync – syncs and replicates Dynamics 365 CRM user’s security privileges in SharePoint. This means that the security assigned for user in Dynamics 365 CRM will be replicated in SharePoint. The user can exercise the same level of access in SharePoint that is assigned to them in Dynamics 365 CRM. Any changes made to security role of a user in Dynamics 365 CRM will be synced to SharePoint. Lead Assignment & Distribution Automation Our other upcoming productivity app – Lead Assignment & Distribution Automation – enables systematic allotment/assignment of leads to respective Dynamics 365 CRM users. It helps managers to allocate and distribute incoming leads and customer queries in an organized way. This ensures fair distribution of workload within each team. Automated distribution and assignment improves efficiency which results in higher level of customer satisfaction and in turn higher ROI. All of the above productivity apps are distinct, yet similar. Their similarity is based on ensuring that the tasks and activities undertaken by Dynamics 365 CRM users are completed with ease and efficiency. So, don’t wait! Explore and find for yourself how these solutions effectively brings about ease and comfort in handling day-to-day Dynamics 365 CRM activities or visit us at Booth #1331 for a personalized one to one demo and how they can make a difference to your every-day activities.
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Blog Post: Microsoft Preferred Dynamics 365 CRM Apps to explore at User Group Summit Booth 1331
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Forum Post: RE: Editing a form in Dynamics365's Unified Interface without shifting to Classical interface
Currently Not but you can go into Settings of classic version directly from Form. Click on Configure Icon & "Personalization Settings". This will open Settings into classic version
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Forum Post: RE: Provide material on Dynamics CRM portal development
Hi Jalak! You can learn more about Custom Portal for Dynamics 365 here: uds.systems/.../custom-portal-microsoft-dynamics-365 Regards, UDS Team
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Forum Post: RE: assembly call from real time workflow
Hi Marina, This seems to be a known issue with MS CRM, it works some times and it doesn't other times.
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Forum Post: RE: Dynamics 365 CRM Import Organization Error: This organization cannot be upgraded.
Hello KavitaSt, Suggestion here for you as below. First of all Take backup of CRM2015 DB (MSCRM_CONFIG , ORG_MSCRM) You need to upgrade your CRM2015 server to CRM2016 first. Once upgraded to CRM2016 you need to apply Update Rollup KB3205084 which will rebrand crm2016 to Dynamics365. (2.0) after that you may go with upgrade ony by one update rollups. (till update 2.9 KB4508726). Hope this will help you. Thank you. Abarao Bhople
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Forum Post: RE: CRM & QuickBooks Integration
Hello Susan, I have gone through your problem but need to check at our point. If you are open to sharing your instance with us, I will ask our Certified Dynamics CRM developer to go through your system. After review, he will share the best possible solution for you. BTW, my name is Ashim Goldar, and you can share details at ashim.goldar@promptsoftech.com. Also, I will be available on Skype, ashim.prompt. If you are comfortable with WhatsApp, try +91 757 482 0252. Thanks Ashim Goldar
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Forum Post: Lock / Unlock And Sort Button Missing In Products-Grid-View
Hi All, As you can see in my image, I'm missing the Sort and Lock / Unlock Buttons in my custom Products-Grid-View. Is that an expected behavior that in custom grid view, the buttons are hidden? Thanks for any input.
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Forum Post: Enabling Arabic language is failing
Hi Everyone, I have Arabic Language pack installed and I am trying to enable it for a new organization but I am getting the below error. Please help as I need to deliver this asap and I don't have a log file to know the error. Thanks in advance, Mina
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Forum Post: RE: Show different data to different users on different conditions based on security role in Dynamic CRM 2016 ( v8.0)
Products don't have owners. That's why the way to filter them is how you add them to price lists: Ownership* Organization ps- as you know, all security setting flows through record ownership
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Forum Post: CTI integration with multiple tenants - routing/filtering incoming lines
Hi Our call center employees receive calls on different lines for organizations 1, 2 and 3. For each of these organizations we operate a D365 CE Tenant. Can CTI be integrated in such a way that contacts for calls on line 1 are searched only in tenant 1, for line 2 only in tenant 2, etc.? If not, could at least the incoming calls of line 1 be filtered so that only these contacts are looked up in tenant 1 (which by far contains the most contacts)? Neither of the two options can be realized with the add-ons of the third party providers requested so far (QGate, MSCRM). Can this be realized with USD or does anyone know an add-on that can do this? Thanks in advance!
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Forum Post: RE: Editing a form in Dynamics365's Unified Interface without shifting to Classical interface
not sure that the PowerApps folks would agree that the form editor is "classical" but, the only other way that I can think of is editing the xml in a solution; this is an area where one should tread lightly. Have you run into some issue using it? I find it is much nicer for on-premise situations but, I'm using IE and my difficulties may be with that.
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Forum Post: emails are tracked in CRM unknowingly
We are using CRM 365 on-premise V9. I found some of users' emails are tracked in CRM. They are not emails responding emails from CRM. I am not sure how the system selecting emails to create activities. More system info: Email option for user in Personal Option is set to : Email messages in response to Dynamic 365 email. Email option for user's queue is set to : Email messages in response to Dynamic 365 email. Our system users all have a corresponding contact record in the system too. (not sure if it is relevant) Any help? Thanks in advance! Holly Li
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Forum Post: Populate Email Address in Lead created from Email
Hi all This should be CRM 101, but somehow I'm struggling... I'm creating a Record Creation and Update Rule that takes emails delivered to a particular queue and then creates leads from them. Generally this is working well, but I need the sender's email address in the Lead's Email textbox (emailaddress1). I'd have imagined that this would be fairly straight forward but, for the life of me, I can't figure out which field to get the email address value from!? There are a number to try, so I'm not going to list each one and their outcome here, but generally they either put the name of the actual created Contact (unknown senders is set to create Contacts), or the process seems to fail silently and the email simply doesn't exist. Has anyone populated the Email field on the Lead entity created by RCUR? Thanks James
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Forum Post: RE: Displaying unique value in lookup
I would suggest you to create a parent account for all the same account and use this accounts in lookup (filter parent account does not contain data) or have a field something as "Display in Quote" and flag it as YES on one of the duplicate accounts and use it in lookup filter criteria. Hope this helps.
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Forum Post: Order cannot be activated. Only orders with Externally maintained products can be activated
Hi All, I am getting an error message while I try to activate the Sales order as "Order cannot be activated. Only orders with Externally maintained products can be activated" Please let us know how shall we go
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Forum Post: RE: how to restrict a particular user from deleting records of a specified entity
You can try below things: 1. Remove the delete rights from the sale rep. Security role 2. See if user belongs to a team and that team has delete rights. Either remove the user from that team if possible or remove the delete rights from the teams security role 3. Check if the user have multiple security role that have the delete rights. Either remove user's additional security or remove delete rights from that additional security role Hope this helps
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Blog Post: Portal Templates are back!
Portal Templates are great way to start implementing portals. From the Adxstudio days until now business were able to hit the ground running by starting implementation based of the multiple templates offered by the product. With the re-branding of technology from "Dynamics 365 Portals" to "PowerApps Portals" it was unclear when and if templates would be made available. Well... I am happy to say they are now!!! In order to use portal templates you need to ensure that you have the proper Dynamics 365 apps installed (Customer Service workload, etc). Here is how you get a Portal provisioned with a desired template. Sign on to https://make.powerapps.com Click on the " + Create " button: Filter the list of available app templates using the keyword "portal" Click to select the desired Portal template; Follow the PowerApps Portal setup wizard and you are done!
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Forum Post: RE: CRM Approval Process
Hi David, I have installed on-premise data gateway on CRM Application server. This data gateway is not appearing in the Flows custom connection option. Can you let me know how can I bring the installed data gateway as a selection option in Microsoft Flows that sits on Office365? Thanks in advance.
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Forum Post: RE: Edit the “Test and Enable” mailboxes message sent to user
Did you ever find a solution for this question?
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Forum Post: Set a value on lkp field using API
Hello i am trying to set a value on parentcustomerid_value lkp field on Contacts, already i trying using parentcustomerid_value@odata.bind but it doesnt works the error message i got is below message" : "An error occurred while validating input parameters: Microsoft.OData.ODataException: A property 'xxxxxx' which only has property annotations in the payload but no property value is declared to be of type 'Edm.Guid'. My question is what is the correct way to set a value on a lkp field, thanks a lot
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