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Notes customization

By: Laura Mortick , an hour ago

Posted in: Customer Engagement & Dynamics CRM Forum

Hey everyone! We sync some data between our ERP and CRM systems (including notes). In doing so, our "notes" sync from CRM to ERP and then sometimes, it syncs back (and we do need to address this). In ...
RE: D365 searching

By: Gretchen Garcia , 2 hours ago

Posted in: Customer Engagement & Dynamics CRM Forum

Hi @Aaron Back ! My quick search box says "Quick Search" not "Search this view" as outlined in that article. Even so, I literally can see the word in the view but I don't get a result. ...
Viewing Opportunities of a child Account

By: Scott Grimes , 3 hours ago

Posted in: Customer Engagement & Dynamics CRM Forum

Is there an easy way to display the Opportunities for an Account, along with all the Opportunities of any child Accounts? For example, Account A has 4 child accounts: A1, A2, A3, and A4. We need an easy ...

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