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Save Time by attaching Dynamics 365 Quote to an Email in a Single Click!

Attach to Email Dynamics CRM Report WordWhat do you do when you get an urgent email from one of your clients you have been following up since last few weeks, and the client wants you to email a quote urgently?

You hurriedly browse through Dynamics 365 to export the quote that you need in PDF format and realize that the process takes a lot of clicks. You also need to email the quote, which will again involve few more clicks.

The story is same for every Dynamics CRM users. They spend relatively more time to achieve something as mundane as exporting and emailing a Dynamics 365 quote, and they wish that the whole process of exporting a quote from Dynamics 365 and emailing it would have been easier!

Only if there was a way to automate the process and reduce the number of clicks and time involved in exporting and emailing Dynamics 365 reports in PDF format!

Guess what; there is a way!

A straightforward and effortless way to export and email Dynamics CRM/Dynamics 365 reports in PDF, Word or Excel format; Click2Export!

We have designed Click2Export to empower CRM users to save time while exporting and emailing Dynamics CRM reports in PDF, Word or Excel format. It is loved by users around the world for its simplicity and powerful features and is now one of the leading productivity apps for Dynamics 365.

So now, when you need to export and email a Dynamics 365 report in PDF, Word, or Excel format, you just need to select the quote you want and click on the Click2Export button in the ribbon bar.

Email Dynamics CRM ReportThen you have the option to choose the file format (PDF, Word, or Excel) in which the quote should be exported. You also have the option to download or attach the export Dynamics 365 report to a Note or an Email!

Attach to Email Dynamics CRM Report ExcelSelect the action to be performed, in this case, ‘Attach to a new email’ and click ‘OK’. A new email with the accompanying quote will be created, and you can send the email right away!

Email Dynamics CRM Online Report PDFImagine the time and clicks Click2Export can save just by simplifying the process of exporting and emailing Dynamics 365 reports in PDF, Word or Excel format. Not just this, Click2Export also allows you to;

  • Create multiple templates with different names for a single report
  • Configure the Report Parameter Values even during runtime
  • Ability to export Individual or Organizational report
  • Bulk export
  • Decide whether to export combined report for all records or one report per record

So what are you waiting for?

Get your free trial from our Website or Microsoft AppSource and redefine your productivity with one-click Dynamics 365 report exporting!

QuickBooks Dynamics CRM

 

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Optimistic Concurrency in Dynamics 365

Introduction:

Very often, we need to retrieve an entity to update a field but due to concurrency issue, the entity is already updated, and we are stuck. In scenarios like this, we can use Optimistic Concurrency to determine whether an entity was modified since it was last retrieved!

Recently, while working with one of our applications, we faced the concurrency issue where we retrieved the data to be displayed on the form but, in some cases, the data was already modified through the plugin in the background. So, when the update action was fired, it was not executed on the latest data! So, we needed to check whether the data was modified since the last retrieval.

Using ‘Etag’ and ‘If-Match Header’ to detect modifications since the last retrieval:

Microsoft Dynamics 365 provides a weakly validating Property named ‘@odata.etag’ that is automatically returned along with each retrieved entity record as seen below;

Optimistic Concurrency in Dynamics 365This property is known as ‘ETag’ and is changed wherever modification is done on that entity record.

We used this property to check whether the data we have is the latest data. For this we added this ‘ETag’ value in the If-Match header in the update request as seen below;

Optimistic Concurrency in Dynamics 365If the data is not updated since we have last retrieved it, we get a 204 (No Content) status, and if the data is updated we get the response as seen below;

Optimistic Concurrency in Dynamics 365Based on the response, we can continue with the update operation or perform the retrieve action again to get the latest data.

Conclusion:

We can use the ETag property of the retrieved data and pass the same in the IF-Match header to check if the data we are working on is the latest data to avoid the concurrency issues.

Copy_clone Dynamics 365_CRM Records

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Fixed – AADSTS90100: Invalid request. The Accept request parameter value ‘application/x-www-form-urlencoded’ is invalid

The introduction of Representational State Transfer (REST) service has allowed us to remotely interact with SharePoint data and perform basic operations like Create, Delete, Read and Update on SharePoint folders and files. When we use REST, we don’t need to add any references to libraries or client assemblies in SharePoint.

In one of our earlier blog, we have already discussed how to achieve the operations mentioned above in plug-ins/workflows using REST.

As discussed in the blog mentioned above, REST first makes the connection with SharePoint using the Username and Password and then gets the token and “AuthURL”.

However, we started to get the below-mentioned error sporadically while trying to get the AuthURL.

Error: AADSTS90100: Invalid request. The Accept request parameter value ‘application/x-www-form-urlencoded’ is invalid

After researching on this error, we came to know that the query string used “handler=1&login={0}” to get the “AuthURL” stopped working.

So to resolve this issue, we performed the below steps.

1. Change the query string to “xml=1&login={0}”.

2. De-serialize the response in the XML format.

Hope this helps!

Attach to Email Dynamics CRM Report Word

from Microsoft Dynamics 365(CRM) Tips and Tricks http://bit.ly/2xdFq5x
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Block your schedule – 11th Oct, 3PM for our CRMUG Partner Solutions Showcase

crmugD365UG/CRMUG Summit Nashville is just around the corner and this year too Inogic and Maplytics would be exhibiting there as Gold Sponsor at Booth 724.

This year’s Summit is to be held in Nashville, TN from 10-13 October 2017 and we are already excited to see what the 2017 edition of the largest gathering of Dynamics CRM community will bring. The Summit is an awesome opportunity to network and learn from the community and of course, meet with Team Inogic!

We have one more exciting update to share!

This year we are conducting a Partner Solutions Showcase at the Summit! Our CEO Roohi Shaikh and our Business Manager, Surya Ostwal will be presenting the session on how businesses can benefit from the power of geo-analytics within Microsoft Dynamics 365!

Maps for CRM: Geo-Analytics, Routes, Locational Marketing & Territory Management – Powered by Maplytics

Wednesday, October 11

3:00 PM – 4:00 PM

Room: Cheekwood GH

Join the session to get in-depth demonstration of utilizing the mapping capabilities of Bing Maps within Dynamics CRM to;

  • Get enhanced business insights through powerful Heat Maps visualizations and Analytical Dashboards to improve organizational growth, make data-driven decisions, perform regional analysis & optimize operational efficiency.
  • Plan appointments to improve sales force productivity.
  • Create optimized routes to save time, meet more customers & close more deals.
  • Find nearby customers to increase touch points during each visit, schedule and manage unplanned meetings and improve efficiency.
  • Balance workload and potential by managing & distributing territories for effective sales force coverage.
  • Get visual insights for identifying areas worthy to allocate sparse resources and improve customer service & market coverage.
  • Understand market geography to tap into the potential of different regions by creating localized marketing campaigns & finding the best event location to increase customer participation & engagement.

To add this insightful session to your calendar, login & mark our session as a favorite now!

Write to us on crm@inogic.com; we would be happy to schedule a meeting :)

from Microsoft Dynamics 365(CRM) Tips and Tricks http://bit.ly/2x3I3cz
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Open Voice of the Customer survey link in a specific language using translations

Introduction:

Voice of the Customer surveys that was introduced in Dynamics CRM 2016 has enabled organizations to get feedback from their customers across devices. To know how to create VOC survey and survey activity, refer this article.

In this blog, we will guide you through the process of opening a Voice of the Customer Survey link in a specific language using translations.

Recently, we had a business requirement where we enabled multi-language in ‘Customer Satisfaction Survey’ of VOC. The survey had translations available in two languages, English (En) and French (Fr) as seen in the screenshot below;

Open Voice of the Customer survey link in a specific language using translationsThe survey was accessible in English by default, and the user had the option to change the language to French from the drop-down.

Now, we wanted to send a survey link to the customer that opens the survey in the French language.

In the VOC survey, when we change the language drop down, the survey link is changed and the ISO code (EN or FR) that is used in the translation of the survey is appended at the end of the survey link.

Open Voice of the Customer survey link in a specific language using translationsSo, we also added the ISO code (EN or FR) at the end of the survey link and now on the click of this URL, the survey will be opened directly in the French language.

Open Voice of the Customer survey link in a specific language using translationsConclusion:

To open VOC survey link in a specific language using the translations, added the ISO code at the end of the survey link.

Activity Tracking Dynamics CRM

 

from Microsoft Dynamics 365(CRM) Tips and Tricks http://bit.ly/2wgyffv
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Apply Custom CSS to VOC Survey in Dynamics 365

Introduction:

In one of our previous blogs, we explained how to set up the VOC in Dynamics 365 environment.

In this blog, we will explain how to add custom CSS to the VOC Survey.

Recently, we developed a VOC survey to get the customer feedback in Dynamics CRM as seen in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365The design shown in the above screenshot is the default OOB design for the survey.

If we want to customize the header background color or change the header text look (e.g., Bold, Italic), we can either use the VOC Themes OOB options or the VOC Themes custom CSS option. We will discuss both the options in detail;

A. Using the VOC Themes OOB options:

You can design your custom theme by navigating to Voice of Customer > Themes and then clicking on the ‘New’ button to create your custom theme as seen in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365

VOC provides the options to change the background colors of the Header, Section, Navigation Bar, etc. as seen in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365

B. Using the VOC Themes custom CSS option:

If you want to add some additional CSS to the survey, then you can achieve this by adding your custom CSS in the survey. This CSS will be applied to the survey at runtime.

Follow the steps mentioned below to add the CSS to the survey:

1. Navigate to Voice of Customer > Theme and create a new theme for your survey as seen in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365

2. Now you need to get the div Id on which you want to apply CSS. To get the respective <Div CSS Class id> first you need to Run/Preview the survey. Then press F12 and select the element on which you want to apply the custom CSS. In our case our header div CSS class name is div.s_b as shown in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365

3. Now go to custom theme section and add your CSS in Runtime CSS text box. We have added the below CSS code to make the header text Bold and to change the background color of the header to Purple, as seen in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365

4. Once you save the record, go to the Survey Design and set the Default Theme to the theme that we created and then publish the changes as seen in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365

5. Now click on the Preview. The Header Color is now Purple, and the Header Text is Bold as seen in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365

Hope this helps!

Click2Clone One Click Productivity App to Copy_clone Dynamics 365_CRM Records

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[Live Webinar] Maplytics August 2017 Release – Uniquely Yours

[Live Webinar] Maplytics August 2017 Release – Uniquely Yours

With user centric improvements and features, Maplytics August 2017 Release is designed to enhance the productivity of every Dynamics CRM user by adding enhanced geo-analytics capabilities and user level personalization!

The new release is more user-friendly than its predecessors and empowers the user to do more on the map within Dynamics 365 Customer Engagement and places the user in control of how they want Maplytics to work.

Maplytics August 2017 Release incorporates features that allow users to personalize Maplytics based on their preference, perform more actions on data plotted on the map, get additional insights on the map for enhanced analytics, and control how the plotted data is represented for enhanced visual analysis!

Maplytics™ is an ideal solution for every Sales, Service, and Marketing enabled organizations. Maplytics empowers organizations to extract critical location based insights from Dynamics 365 data for better analytics and informed business decisions.

In this webinar, we will walk you through the new feature and improvement in Maplytics like;

  1. Personalize Maplytics as per your preference with user level ‘Map Configuration’
  2. Do more with the data plotted on the map with ‘Mass Actions’
  3. Get aggregate information for any enclosed area on the map with ‘Summary Card’
  4. Quickly perform actions you use the most with ‘Customizable Tooltip Card’
  5. Easy visual analysis on the Map with ‘Customizable Pushpins’
  6. Know your business geographically with the new and improved ‘Heat Map’

Join us, as we guide you through the new features in the new release of Maplytics!

Maplytics August 2017 Release – Uniquely Yours!

Wednesday, September 13, 2017

9:30 AM GMT | 1:00 PM EDT

Save Your Seat

Cannot attend live? You can still register, as we will be sending out the recording to all the registrants!

[Live Webinar] Maplytics August 2017 Release – Uniquely Yours

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