Sunday, 12 August 2018


Hi Everyone,

I would like to share my happy moments with the community:

Recently my blog has been awarded "top 20 Dynamics 365/CRM blogs in the world 2018".

From Feedspot:

Many thanks for Feedspot team for recognizing my efforts in helping the Microsoft Dynamics 365/CRM Community in the form of blogging and other social medium channels.

Once again i am very happy that this is the second year i am receiving the " top blogger award" from "Feedspot".

Looking forward to helping  the  Microsoft Dynamics 365/CRM Community throughout my career.

All SMB's and Enterprise Customers:
Development/Training/Support/Project specific/Licensing

Sunday, 5 August 2018

Create an Power App using Data from Excel

Hi Everyone,

I would like to show how to create a simple App using a Excel Data.

First create the excel file

In the above excel file there two excel files Purchase sheet  and Supplier sheet.

Save the file on the "onedrive for business" 

As you can see from above image, onedrive for business,select that and save the file.

Open the powerapps website:
You should have an account to sign in otherwise you can sign up for free.

Once you are on the landing page click on the "create an app"..

Then you will be landed on the below web page:

Select the "OneDrive for Business Phone Layout" tile from the web page:

As you can see the excel file "supplierspending.xlsx" , select the file>

You will be prompted another web page, chose the table "Purchases"  and click "connect":
Here you go the new app is been building on the fly:-)

Skip the "Welcome to PowerApps Studio" pop up>

As you can see the new app is ready on the power app design page and click on the preview the power app on the upper right hand side play symbol or F5.

The above image is the preview mode of the app. you can edit by clicking the view the item details and make changes click save.
 Also you can add new data into the table and it is automatically saved on the OneDrive for Business".
Note on the excel  the auto save functionality will only work once the record is saved initially.

Once the new data entered on to the file and name the App, save the App,

As soon as you save the App, you will land on another web page 

As you can share the app with your team and restrict or give full access to the app, 

then the user who is being shared this app can see the App on the phone, can edit or view based on the access rights.

So finally the user can see or edit according on their mobile phone by clicking on the "Power App" icon..

I hope this helps.

SMB's customers who needs Microsoft Dynamics 365/CRM Support/Development/Integrations/one of project work 

Wednesday, 25 July 2018

Microsoft Dynamics 365 Global Administrator Unable to Approve Mailbox for CRM User

Hi Everyone,

Recently one of my client tenant had an issue:

Scenario: Microsoft Dynamics 365 Customer Engagement Application have only one License and one Global Administrator.

So there is a requirement to integrate Microsoft Dynamics 365 with Microsoft Dynamics 365 App for Outlook.

Microsoft Dynamics 365 Customer Engagement user(System Administrator) tried to approve email, test and enable mailbox, but the
                    "Incoming Email Status =  Fail",
                    "Outgoing Email Status =  Fail",
          "Appointment,Contacts and Task Status = Fail",

So as a tenant Global Administrator tried to approve the Mailbox for the user, but because the Dynamics 365 license has not been assigned  for Global Administrator, the Application is throughing error..

"Insufficient permissions to approve mailbox".

So there is a work around for this issue..

The system administrator himself assign the Global Administrator rights and obviously he had Microsoft Dynamics 365 User License.

Then the system administrator became a Global Administrator with Microsoft Dynamics 365 License and he should be able to approve the Mailbox for the user..

As you can see the Incoming Email Status = Success, Outcoming Email Status = Success, Appointment, Contacts and Task Status = Success.

The system Administrator can install Microsoft Dynamics 365 App for Outlook and sync the email contacts, leads and tasks with outlook.

I hope this helps..

 SMB'S  and Enterprise Customers requires Support/Development/one off project
Contact us @
Email : 

Sunday, 15 July 2018

Javascript Deprecated in Dynamics 365

Hello Everyone,

The following information is handy for developer when customizing Dynamics 365 with Javascript.

The following client APIs are Deprecated in the current release to reorganize the Xrm client, so replacement client API need to be used and the Deprecated Client APIs are continue to be supported unless the Microsoft issue the time limit to replace with new Client APIs


For the replacement of the Xrm Client APIs please refer to Microsoft document

I hope this helps..
SMB's Enterprise customers, if you need help on project/support/training/licenses, please contact us

Thursday, 5 July 2018

Microsoft Dynamics 365 SDK download using Powershell

Hello Everyone,

Normally we download the Microsoft dynamics CRM SDK from Microsoft  website until Microsoft Dynamics 365 version 9.0.

From Version 9.0 we have two options to download the SDK

1) Using the visual studio Nuget package manager

Manage NuGet Packages command for project References

2)  using the Powershell:

I am gonna show how  to download it on to the local folder.

First create a folder in your local computer
Drive : D
Folder: Tool

So the path would be D:/Tools

Search for the "Powershell" on your computer start menu..
Change the directory to desired directory using cd..
  cd D:\Tools

Copy the powershell script from Microsoft website

$sourceNugetExe = ""
$targetNugetExe = ".\nuget.exe"
Remove-Item .\Tools -Force -Recurse -ErrorAction Ignore
Invoke-WebRequest $sourceNugetExe -OutFile $targetNugetExe
Set-Alias nuget $targetNugetExe -Scope Global -Verbose

##Download Plugin Registration Tool
./nuget install Microsoft.CrmSdk.XrmTooling.PluginRegistrationTool -O .\Tools
md .\Tools\PluginRegistration
$prtFolder = Get-ChildItem ./Tools | Where-Object {$_.Name -match 'Microsoft.CrmSdk.XrmTooling.PluginRegistrationTool.'}
move .\Tools\$prtFolder\tools\*.* .\Tools\PluginRegistration
Remove-Item .\Tools\$prtFolder -Force -Recurse

##Download CoreTools
./nuget install  Microsoft.CrmSdk.CoreTools -O .\Tools
md .\Tools\CoreTools
$coreToolsFolder = Get-ChildItem ./Tools | Where-Object {$_.Name -match 'Microsoft.CrmSdk.CoreTools.'}
move .\Tools\$coreToolsFolder\content\bin\coretools\*.* .\Tools\CoreTools
Remove-Item .\Tools\$coreToolsFolder -Force -Recurse

##Download Configuration Migration
./nuget install  Microsoft.CrmSdk.XrmTooling.ConfigurationMigration.Wpf -O .\Tools
md .\Tools\ConfigurationMigration
$configMigFolder = Get-ChildItem ./Tools | Where-Object {$_.Name -match 'Microsoft.CrmSdk.XrmTooling.ConfigurationMigration.Wpf.'}
move .\Tools\$configMigFolder\tools\*.* .\Tools\ConfigurationMigration
Remove-Item .\Tools\$configMigFolder -Force -Recurse

##Download Package Deployer
./nuget install  Microsoft.CrmSdk.XrmTooling.PackageDeployment.WPF -O .\Tools
md .\Tools\PackageDeployment
$pdFolder = Get-ChildItem ./Tools | Where-Object {$_.Name -match 'Microsoft.CrmSdk.XrmTooling.PackageDeployment.Wpf.'}
move .\Tools\$pdFolder\tools\*.* .\Tools\PackageDeployment
Remove-Item .\Tools\$pdFolder -Force -Recurse

##Remove NuGet.exe
Remove-Item nuget.exe

Then you can see on the screen shot SDK will be downloaded to the local folder:

As you can see the plugin registration tool, package deployment, CoreTools, ConfigurationMigration folder from  the image.

Then you start using the SDK for the development work.

I hope this helps..

SMB's and Enterprise Customers need of Support/Development/Consultancy/Licenses 
Contact us 

Saturday, 23 June 2018

Unable to login into Microsoft Dynamics 365 Portal

Hi Everyone,

Today i am going to share my experience in this blog.

Recently i have faced an issue, customer is unable to login into the Microsoft Dynamics 365 Community Portal.

Scenario: Customer tried to login with her credentials  and browser through's an error message
" the website not found".

Tried to troubleshoot with clearing the cache and history from the browser and closed all the browser and tried to login again..

Still there is no resolution.

There is a fix for this with in the admin center in dynamics 365..

Select the Community Portal from the Application area and click manage.

Then the following screen pop's up:

Select the Community Portal Action from the dynamics 365 admin center and Restart the Portal, as the portal is unavailable for sometime to resume the service again, so there might be some disruption between these times.

Finally customers will be able to  login to Portal as normal.

I hope this helps:

Microsoft Dynamics 365 Customer Engagement : Training/Support/Licensing/Development
Please contact:

Tuesday, 12 June 2018

Customize Subgrid Color on the Entity in Dynamics 365

Hello Everyone,

Today i am going to show how to customize the color for a Subgrid on the "Account" Entity.

Let's gets started..

Go to Dynamics 365 > Settings > Customization > Customize the system

Select the Account Entity Main form and double click on the contact subgrid on the Account form.

Pop up will come up like the below image and then make the changes as explained below:

On the "Name" section - Panel header color = give it any hexadecimal color to it, in this example
i am going to change "red" color and its hexadecimal color code is  #FF0000

Click ok, save the form and click publish customization.

To check the changes, Open the Account Record and you will see the Subgrid color changed to "Red".

Finally the subgrid color has been changed on the Account Record  to "red" color..

I hope this help

Any Microsoft Dynamics 365 Customer Engagement project work 
Contact us
Email :

Friday, 8 June 2018

Quick Campaign from Advanced Find in Dynamics 365 Customer Engagement

Hi Everyone..

Today i  will show how to do quick campaign and send letters to all contacts from Microsoft Dynamics 365 Customer Engagement..

Go to Advanced Find

Click on the results:

You will see the all contacts which are active in CRM, then select the right top check box then it will automatically selects all the contacts, click on the "Quick Campaign" button on the navigation pane which is highlighted as you can see from the above image..

We can see three options:
> For selected records: If we select few records from current view then select this option.
> For all records on current page: If we select all the records from the current view.
> For all records on all pages: All records from all pages..

So for now i will select the all records on current page..

Once clicked then you will be prompted with a new window "Create a Quick Campaign"

We can you the wizard to communicate with contacts directly for sending bulk emails, or to assign activities to others for completion, i.e phonecalls, also you can track the responses to these activities..

when you fill in the quick campaign, you will be asked to:
specify the name of the campaign,
select an activity and who to assign the activity to,
specify the content for the activity.

Give it a name and click Next..

Select the "Letter" and select  who will own the activities..

Fill in the subject and description then click Next..

We have successfully completed the wizard..
we can click back if we need to make any changes.. as we can see the purpose of this quick campaign ..

Also once the campaign is created then it will appear in sales and marketing pane, under the quick campaign

we can check the campaign in sales and marketing ..

I hope this helps..

Companies  requires Microsoft Dynamics 365 Customer Engagement or cloud products and services..
contact us

Monday, 4 June 2018

Office 365 Admin Center features

Hello Everyone,

Let's get you into the Office 365 Admin center

As we all aware in the Office 365 admin center, the following Apps are presented

OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Dynamics 365, Flow, Admin, Security & Compliance, Newsfeed, PowerApps,PowerPoint, Project, Social Engagement, Word

As we all know Admin center  features:

Admin Centers

Today we are going to look into the "Setup", "Reports", "Health" of the Admin Center...

Setup: There are Products and Domains as a sub heading.

Products: The Product will show of what Customer have purchased and what product does the customer have access to the products..

For example: From the above image we can see the Dynamics 365 Customer Engagement - Products,
total licenses , available licenses after consumption, software included like Microsoft Projects, SharePoint, OneDrive, Dynamics 365, Social Engagement, status active..

When you click on the assign licenses hyper link we can add new licenses to the new users and also we can see who we already assigned the licenses..

Cool feature is that if there are thousands of new users then we can search in the search box provided, also we can export the all users from the environment for "auditing" purposes..

Bottom we can see "Just want to add an email address" -

Where you can create the shared email address or an additional email address for one person.

There is another link "Types of users" - Different types of users and accounts can use Office 365 in distinct ways..

Types of users:

Types of users : Licensed users - These users have been assigned an Office 365 license, such as Office 365 Business Premium or Office 365 Enterprise E3, so they can be use Office 365 services.

Sign-in allowed - These users can sign into Office 365 to create documents, check email, and so forth. Most of your users should be able to sign in at any given time.

Sign-in blocked: These users cannot sign into Office 365. An example of this is a user who left the company and you blocked their access to Office 365.

Unlicensed users: These users have no Office 365 license, like Office 365 Business Premium or Office 365 Enterprise E3, so they can't use Office 365 features. Examples are administrators who only need to manage Office 365, employees who have left the company, or shared and resource mailboxes that aren't associated with people.

Users with erros: These users have errors associated with their account that need to be resolved.

Billing admins: These users can make purchases, manage subscriptions, manage support tickets, and monitor service health on your behalf.

Global Admins: These users have access to all administrative features. The person who signs up for Office 365 becomes a global admin but you can have more than one if you like. Global admins are the only admins who can assign admin roles to others.

Password admins: These users can reset passwords, manage service requests, and monitor service health on your behalf.

Service admins: These users can manage service requests and monitor service health on your behalf.

User Management admins: These users can reset passwords, monitor service health, manage user accounts, user groups, and service requests. They can’t delete a global admin, create other admin roles, or reset passwords for billing, global, and service admins.

Add custom filter: With this option, you can create a custom filter to view only certain types of users of your preference, such as which users are on the Office 365 Business plan.

Views: Learn how creating views will help you keep this list under control - before it gets too long.

+ Migrate  user mailboxes : Migrate your user mailboxes to Office 365

Migration includes : Upload PST files, Gmail, Outlook, Hotmail, Yahoo, Other email, Exchange..

Another sub heading of setup is "Domains"

Where you can add domain, buy domain, view all domains currently you have with this subscription and even you can search for the domain in the event of multiple instances..

Lets jump into the "Reports"

Reports have two sub headings like

Security & Compliance


Usage: Usage will give the picture of the users usage for 7, 30, 90 and 180 days period...

Also activity of emails, OneDrive files, sharepoint files, Office activations and Office
365 Adaption[preview]

Security & Compliance under the reports:

Make sure you have sufficient permissions to view reports - make a request to your system administrator to give permissions to view reports..

We will look in detail about the security & compliance in next post in the coming days.. keep an eye for it :-)

Lastly Lets jump on to the health in the office 365 admin center:
Health :
> Service health

> Message center

Service health:
All services are healthy: All services, Incidents, Advisories..
whether all services are running without any defects and service health and any incidents may have on the service health dashboard.

> Message center:

Read about staying on top of office 365 changes:
Major updates:

All active messages etc..

So system administrator can see the systems reports, health check and user usage from Office 365 admin center itself..

I hope this helps.

If any SMB's or Enterprise customers in need of Microsoft Dynamics 365 Customer Engagement support, development, training, short term work, please keep in touch

Wednesday, 30 May 2018

How to extract different team members from a business unit in Dynamics 365

Hi Everyone

Today i am going to refer to one of the scenario:

Suppose there are different teams[RSM,Kent, gmrdigital ] in business unit[gmrdigital] and you need to extract users from different team of the business unit.
Users within the business unit gmrdigital.

If we want to export the users team members from team then it is not possible.

So there is a way to export the team members from Dynamics 365 

Let's get's started.

Go to Advanced Find
Look for : Users
Use Saved Views: Enabled User;
By default the status, Access Mode, Access Mode will come.
All you need to do is select the "License Type = Enterprise", "Team Contain Data", "Team Name = GMRDIGITAL"

Click the result button in the menu area..

 Then select all the users and click the export Users button  in the menu area

We will get all the users related to the team from Dynamics 365..

Similarly we can retrieve other team members from teams of the business unit accordingly.

I hope this helps.

SMB's and Enterprise Buisnesses need of help, then  contact us