Customer Engagement & Dynamics CRM Forum

Latest Discussion Posts

  • Hi everyone! I'm excited to announce three new community features on the www.crmug.com website! Please read this blog post for all the details on the new features, and here are the highlights: New reply notifications: Participants will now ...

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    RE: Outook App

    Hi @Jennifer Kemp , ​I'm assuming you are using App for Outlook.  If so, by default, the only entities you can "set regarding" to are Accounts, Contacts, Cases, Knowledge Articles, Leads and Opportunities.  When we started using the App for Outlook we ...

  • I installed this to my v9 instance and could not see any difference in the RUI. Email Templates are still stuck in 2010. ------------------------------ Donal McCarthy BrightWork Galway ------------------------------

  • as far as... Have Microsoft announced CRM on prem end of life and I missed the announcement? Nope, but they have announced an end to old school service scheduling.  Like the others have said, maybe new urs functionality would help. ------------------------------ ...

  • Hey guys, During the CRMUG Summit I heard several people talk about editing the SiteMap and they weren't aware that there is a SUPER SIMPLE to use SiteMap editor inside Dynamics 365. I was not surprised to hear this since it is not intuitive to find ...

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  • Hello, It has been confirmed that notes that are added to leads do not transfer to the newly created opportunity records, after qualification. Some posts have been reviewed that stated this functionality can only be added via customization, but the last ...

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    Outook App

    ​Since the update I have been unable to configure my CRM so that I can set my emails regarding a campaign. I have changed all of the settings that should allow me to do this, published the changes, and still no luck. Any thoughts on what I can do or what ...

  • you guys are awesome- thank you! He sent me a YouTube link and I was able to locate the correct way to set this up! I kept googling it and was being told to go under Processes and that's why I wasn't seeing the IF/THEN options. This was much easier creating ...

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Community Blogs

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    SUMMIT HANGOVER

    SUMMIT HANGOVER!! It’s a couple of days after Summit 2018 in Phoenix and if you are anything like me, you over-indulged - not just at the partner parties, but also on information! Pre-academy classes Breakout sessions Partner ...

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  • DynamicsCRM WordPress Customer Portal Stay connected with your customers at all times and make your connection a productive one through Microsoft DynamicsCRM - one of the most popular CRM tools! It brings a lot of convenience for your CRM users as ...

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  • The Doctors are in, October 15-18! They'll fix you right up! Do you and your co-workers have a long list of issues on any version of Dynamics 365 Customer Engagement & Dynamics CRM that you face every day and would love to have answered? For ...

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