Customer Engagement & Dynamics CRM Forum

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  • @Aaron Back, MCSE we are actually not using the OOB ​fields, we use our own fields.  With the sync between CRM and Oracle, the OOB options really didnt work and the behavior of deactivating the record is not what we desired. ------------------------------ ...

  • Hello, Fara!  We  have been using a solution called MyEmma that integrates with Dynamics CRM for a few years now and are very happy with it.  They are very knowledgeable (and have even helped us resolve a couple of issues in our CRM that Microsoft couldn't ...

  • Thanks @Aaron Back, MCSE .  There are sometimes updates to the opportunity after it has been marked as won and also our opportunities sync between CRM and our oracle system which someones happens for an unexpected reason.  I think i have a solution. ...

  • @Laura Mortick - When the Opportunity is closed as "Won", the "Modified Date" gets updated to the date/time of the status update. Are there some other factors that you are considering that would cause you not to use this field? ​ ------------------------------ ...

  • If the data exists in CDS use Flow. It is a lot more economical than Logic Apps. It is enterprise ready. ------------------------------ Jerry Weinstock Business Technology Strategist, MVP CRM Innovation Lenexa KS https://mvp.microsoft.com/en-us/PublicProfile/4029113?fullName=Jerry%20%20Weinstock ...

  • Hello! I am trying to figure out an easy way to date stamp a change.  When the opportunity status is updated to won, enter today's date in a "won date" field.  I started setting up the business rule, but when I want to update the date field, it does not ...

  • Hi Stacy, Can you open your Marketing List form and take a screen shot of the fields?  I just want to see the fields you have and if there are any lookup fields.  If the lookup field is set to "required" you might get the "+" back on the grid within campaign.  ...

  • @Donal McCarthy - I'm going to be at the Business Applications Summit next month. So, I plan to inquire about this. It will probably not happen, but can hopefully can spark some dialog. ​ ------------------------------ Aaron Back, MCSE Sr. Microsoft ...

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Community Blogs

  • Back in 2013, the CRMUG "CRM Admin Black Belt" series were introduced to the community and the response has been overwhelmingly positive. The program was created by 7x Microsoft MVP and CRMUG All-Star Gus Gonzalez , and the content and skills included ...

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  • Recently I had a request to create a Note for 168 Records under an Order.  It was the same note for each instance, so I decided to create a quick Console App to do this.  There were a couple of things that needed to be resolved before creating a Note.  ...

  • I recently learned about a cool tool in XRMToolbox called Power Query M Builder (PQMB) by Mohamamed Rasheed (ITLec) and Ulrick “CRM Chart Guy” Carlsson (eLogic LLC) and I love the tool. It lets you generate Power Query code using Dynamics 365 views ...