Customer Engagement & Dynamics CRM Forum

Latest Discussion Posts

  • Hi all,  We made the move to D365 online from 2016 On Prem …. Today is Day 1 and @Tamara Sayer and I are super excited! One thing we are noticing is that as of today when someone completes a call it initially shows the "completed by" as them.  Once ...

  • We are in the latest D365 CE online version and a User is reporting that some of their personal view column headings appear incorrectly.  They are using the UCI Customer Service Hub.  Is anyone else experiencing this? The view is built on a custom entity ...

  • Hi, We have provided functionality to customers to view and add portal comments on CRM 365 Customer Service Portal. Now, as per requirement we have to provide ability to add more data in portal comment dialog box like "Next Step" custom text field. ...

  • Chad is correct. We configured our environment to use the Unified Interface only. The legacy app still exists and is accessible but it renders in the UI format. Anything that was built out which wasn't supported in the UI ceased to work. As of now we ...

  • Hi Girish you've probably misread this bit, and I must apologise, the second bit should have been  If you need the sub activities/entities to be visible the only issue is any new activities or sub entities created after the top level item has been ...

  • Hello everyone, We are in the process of migrating to the Unified Interface and moving back to as much OOB functionality as possible. One of those areas is the qualify lead process; we have it customized and noticed the new qualify lead experience gives ...

  • Hi, I tried that today and it did not work. I created access team for Account, Then I created another entity (Assets) with a direct link to account. I created an account (XYZ) gave a user access through access team. Then I created a record in assets entity ...

  • That great. I'll try that today and see how it works. ------------------------------ Girish Bhagia Infograte ------------------------------

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  • 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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  • 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. ...