Customer Engagement & Dynamics CRM Forum

Latest Discussion Posts

  • You are welcome. With the JavaScript option,I'd clear the fields before saving the record. So in the JavaScript, test if the form is for a new record and if it is clear the values in the lookups. If the form is for an existing record, do nothing - you ...

  • Hi Feridun, Thanks for confirming that I'm not going mad!! Will also look at the JavaScript option as with the workflow, the new record needs to be saved before the fields are cleared. Best, Simon ------Original ...

  • That's great Aaron, thank you. ------------------------------ Amanda Squires Met Office Exeter ------------------------------

  • Simon, that is a common problem and you have found one of the fixes. The other fix is to use JavaScript to clear those fields when a new record is added from the sub-grid. ------------------------------ Feridun Kadir Principal Consultant, MVP Expert ...

  • I'm seeing an odd behaviour where we have created a small entity linked to a contact record to show the outcome of interviews with that contact. Each interview is undertaken by two interviewers who are always contacts in the CRM, so we have added two ...

  • @Amanda Squires - The Dynamics 365 App for Outlook is also added to the Outlook mobile app. So users can link emails with a Dynamics 365 from their phones. ​ ------------------------------ Aaron Back Microsoft MVP | Sr. Microsoft Dynamics 365 Consultant ...

  • Ha - yes I did - thanks - I'll start looking there ------------------------------ Donal McCarthy Digital Marketing Administrator BrightWork Galway ------------------------------

  • Donal, I believe you meant Ribbon Workbench - yes. Transferable in a managed solution - absolutely. ------------------------------ Andrew Butenko ------------------------------

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  • Hello D365CE/CRMUG presenters, supporters and experts: I’d like to announce that the Call for Proposals for Summit North America 2020 in Nashville, TN. We are all hoping and praying the world will be back to its new normal by that time, and we are planning ...

  • D365 CE Team Member License Enforcement, how will this impact your users? The April 2020 Wave 1 release for Dynamics 365 Customer Engagement will include a change that may impact users in your company that currently have the Team Member license assigned ...

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