Bug! Bug ! Bug ! Can’t resolve a case

Hello Readers We found a major issue with Unified Interface Business Process Flows. Don't know if it can be termed as a Bug, but had to make the title catchy 😀 Description- Following are the details: BPF Name: Phone to Case ProcessStage: ResolveField: Resolve Case (Clicking this field opens the case resolution form)Field Values: Mark … Continue reading Bug! Bug ! Bug ! Can’t resolve a case

Update a lookup from a text field (No code solution)

Hello Readers We have many times faced this scenario; of updating a lookup field from a text field. I will be showing you how to do this without writing a single line of code, with the help of MS Flows. Scenario: I have a custom entity 'geography' where I am storing all my post codes. … Continue reading Update a lookup from a text field (No code solution)

3 INGREDIENTS TO TAKE YOUR PORTAL TO THE NEXT LEVEL – PART III

Read Part II Third Ingredient: Live Chat Being responsive to your customers and prospects is very important. Installing Live Assist from Café X certainly helps both your Agents and Customers. Examples: Live Chat Prerequisites: You must have the following available in your D365 instance- Live Assist Solution InstalledLicenses for Café X Live Assist Scenario: I … Continue reading 3 INGREDIENTS TO TAKE YOUR PORTAL TO THE NEXT LEVEL – PART III

3 Ingredients to take your Portal to the Next Level – Part II

Read Part 1 Second Ingredient: Charts Customers logged into the portal always expect easy Interface and better visibility of their orders and its status. Examples: Order Status Shipment Status Refund Status Ticket Status Scenario: I want to show consignments of a customer by consignment status. Prerequisites: You must have the following available in your D365 … Continue reading 3 Ingredients to take your Portal to the Next Level – Part II

3 Ingredients to take your Portal to the Next Level – Part I

First Ingredient: Inserting Maps Hello Readers We all have been asked a question at least in one implementation that can we show a map on Portals. Well this blog is a step by step process on how to show a map for a D365 object on portals. Examples: Store Locator Shipment Tracker Scenario: I want … Continue reading 3 Ingredients to take your Portal to the Next Level – Part I

Small but useful features Dynamics 365 V9

Multiselect Option Set You can read about it here: http://dynamicscrmcoe.com/dynamics-365-v9-multi-select-option-set/ But how to import data with multiselect option set is a question and below is the answer: Taking example of contacts with preferred car, following is a table on how to do it: Correct format Sample first Name Sample Last Name Email Mobile Preferred Car … Continue reading Small but useful features Dynamics 365 V9

USING SITE MAP DESIGNER IN DYNAMICS 365

Hello Readers, I am glad that Dynamics 365 is making things easier for people with no technical background; here’s one such useful thing 🙂 Navigate to new Site Map Designer Go to Settings>>Customisations Click on ‘Customise the System’ Navigate to Client Extensions>>Site Map Double click to open the Site Map Area, Group and Subarea This … Continue reading USING SITE MAP DESIGNER IN DYNAMICS 365