Customer Engagement & Dynamics CRM Forum

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  • Profile Picture

    RE: User profile

    ​There is an option in the Settings | Administration | System Settings | General Tab that offers the option to automatically share the records with the current owner when reassigning to another. Have a look at that and see if it is selected "Yes". If ...

  • I need a tool that will a) provide a list of views and the fields used in each view and b) document fields used in workflow triggers, check conditions and record update steps.   Any ideas?  XRM Toolbox does not have a tool to do this (that I can find).  ...

  • ​In a lot of the work we do with non-profits and government there is a need to associate a contact with more than one account, or to one account in multiple roles.  Two examples spring to mind: 1.  A contact may be representing their company as an intervener in ...

  • Thank you for the responses.  I'll be reaching out to both of you for further details. ------------------------------ Scott Egan Director of Information Technology Schaeffer's Research Inc. Cincinnati OH ------------------------------

  • ​Todd: On the project I am currently involved with we use both owner and access teams.  In our situation there are too many geographic locations that we need to categorize records for to create each location as a business unit.  We use owner teams ...

  • Adding to what Jim mentioned… We have several workflows that send emails directly to multiple users. Based on a tip from another user at a CRMUG meeting, we have been adding the names of the users to the Description field under the Administrative tab ...

  • Profile Picture

    RE: User profile

    You might check to see if there are any associated records they may still own (quotes, opportunities, etc.). Also, are there any hidden fields for the purposes of a workflow or process that might contain a lookup field to the original account / record ...

  • Profile Picture

    User profile

    ​Hello, I have a user who previously was the owner of an account. He has since been removed as that owner and the account and all records have been assigned to the new owner. The previous owner is still seeing sales for the account. I have done everything ...

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