Customer Engagement & Dynamics CRM Forum

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  • Tsvet, i don't have any maps but maybe this would help. It is the G2W online swagger reference API for the available services. Looks like you may be after the Webinars endpoints to gather the information you need. https://goto-developer.logmeininc.com/content/gotowebinar-v1-api-reference  ...

  • Hema, i think i understand what you are looking to accomplish and i think you can handle this through a little JavaScript.  One option is to write some code on both fields OnChange event. This way you could check if field 1 has a new value entered... ...

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  • Peter, when you open the ribbon workbench you need to choose a solution that includes the entity you are after. If you don't have a backup of your previous solution changes then you can check for any hidden buttons. The hidden buttons should be shown ...

  • Kyle, yes when dealing with Quotes Active - Open means that the quote currently is open usually internal that has not been provided out to the customer just yet. Active-In Progress usually means that although that the quote is active it has been sent ...

  • Kyle, One thing that comes to mind immediately is that you should make sure that whoever is sending the email has permission to send emails as another user. Here is how you can check that to verify. 1. Log into Microsoft Dynamics CRM with a user that ...

  • I cannot seem to find a way to generate an email when a task is created that alerts the owner and sends the email from the creators email client.  I keep running into the below error message when the workflow is triggered. "You cannot send email as the ...

  • Can anyone explain the difference between a Quote that is Active - In Progress and Active - Open?  In both instances the quote is put into a read only state. Our company ended up creating our own Quote Status field because the OOTB statecode and statuscodes ...

  • In most entities in the system - even custom ones - we see the "Export to Excel" sub-menu buttons in the ribbon:   In many of our entities, some core (Contact) and some custom, we only see this, with no fly-out:     The answer here likely ...

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  • Big news – registration is open for User Group Summit North America. This one-of-a-kind event for learning, sharing and connecting, is happening again October 15-18, 2019! Registration is open – so register now and take advantage of our ...

  • 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.  ...