Customer Engagement & Dynamics CRM Forum

Latest Discussion Posts

  • Amy, This behavior is by design based on the parental relationship between Accounts and their child records.  This article walks through modifying one of these relationships, Accounts and Phone Calls.  It should serve as an example you might use to improve ...

  • Our Subscription is Apr/May Timeframe.  It was really odd.  Now it is all fixed without understanding the cause and resolution.   I am still scratching my head but moving on.. thanks for your thoughts. ------------------------------ Jill Vari Dynamics ...

  • Hello! Does anyone have a use case where your company needs to Set Regarding a Recurring Meeting using the App for Outlook? We are a professional servies organization and may have a recurring meeting with a client where different topics are discussed ...

  • @Jill Vari - Has your Dynamics 365 subscription expired? Are you able to access the new Power Platform admin center (https://admin.powerplatform.com)?  ​You can manage users and security from here. ------------------------------ Aaron Back Microsoft ...

  • Hello Everyone, I am perplex by what is happening with my system right now.  No one including me, the CRM System Administrator can create anything.  When you try to create or update any record, the system shows an error "You need a Microsoft Dynamics ...

  • I'm not sure what happens to a mailbox once you take away a user's license, I suspect it stops syncing. You could create a Queue in Dynamics, have a mailbox associated with the queue and then forward ex-salespeople emails to that queue mailbox address, ...

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  • That @Gus Gonzalez is an All Star.  Looks like we were coincidentally planning to get this done in time for our org, but not knowing this could have been painful, what with all of the existing Xrm.Page to cleanup in our scripts and forms to push through ...

  • Good morning everyone, We have some ex-salespeople that we want to have their emails still logged in D365 in case a customer/account sends them a message. However, we don't want to keep a license associated with their user profile, as they will no longer ...

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Community Blogs

  • The dust has settled from Summit North America, but the excitement and energy remain in the air! As we all return home to our normal schedules, we want to recognize members of the community who keep the buzz and energy going strong in our community. ...

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  • Leading Asia Pacific partner, IBIZ Consulting Services, powers customer support with Dynamics 365 All-Channel Solution Background: IBIZ Consulting Services is a leading consulting services company and a value-added reseller ...

  • Ever wondered why Sales is one of the pivotal departments in an organization? It’s not easy to meet a stranger, talk about your service or product within a short span of time and convince him/her to reach into the pocket and shell out some money. ...