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    Dynamics 365 for Phones - Dashboard view showing different ...

    By: Emilia Scott , 24 minutes ago
    Posted in: Customer Engagement & Dynamics CRM Forum

    Hello everyone, Wondering if anyone experienced this... I have configured My Open Opportunities Dashboard for both desktop and Mobile and installed Dynamics 365 for Phones. On the App the dashboard shows ...

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    RE: Duplicate Contact Mitigation

    By: Ryan Pennett , 3 hours ago
    Posted in: Customer Engagement & Dynamics CRM Forum

    Hi Jordan, We have a product called Paribus 365 Search and Detect which allows users to see any matching records for the given Contact record they are on, providing a 360-degree view of the contact. This ...

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    Making an Individual as an Account

    By: Bryan Wood , 5 hours ago
    Posted in: Customer Engagement & Dynamics CRM Forum

    Hey there, We're currently not utilizing Leads as per the request of one of our C levels. Prior, we had a way through the Leads qualification process to turn an individual into an Account. In this case, ...

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