Customer Engagement & Dynamics CRM Forum

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  • If you are experienced with Dynamics 365 Sales, Customer Service, or Marketing and love sharing with the community, then now is your chance to step up and speak during Summit North America!   The community is coming back together,  in person , ...

  • Do you mean changing the picture icon (like a logo or picture of a contact) on the record? If that is the case then simply click on the displayed default icon and it will open the dialog to accept a different jpg/gif/png, etc. Bill Suycott ...

  • Hello, I'm trying to insert the labels from a multi-select option set into an email template for users to access but I am just getting the number values when it pulls into the template.  I found this article on how to get the labels to display but it ...

  • Hi @Bob Chang , As far as I am aware, you cannot change the icons for the out-of-the-box tables - only for custom tables. ------------------------------ Niels Lønberg Digital Sales Specialist Semco Maritime ------------------------------

  • I'm looking to change the icon on our Account entity but the button to "Update Icons" is missing?  I am the system administrator.  Is this not possible? Thank you, Bob ------------------------------ Bob Chang CRM Application Developer Cystic ...

  • I'm attempting to create a word template to generate picture sheet for registrants of events with their picture and name. The document layout has 5 columns each with a single table cell with the picture and name in it. I understand the limitations as ...

  • Is there any way to use the webform with first step as the condition? I am trying to apply a condition on the webpage to load relevant webpage. Webpage       View           Actions (this action loads a webpage but first checks the condition regarding ...

  • I applied Jeff's suggested fix to our Accounts entity (table) and it works on some views, but not on others. In fact, on some views, once you click a letter, the jumpbar seems to freeze, and you can't click any other letters. Is anyone else seeing this ...

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Community Blogs

  • Maintaining and building relationships is vital for nonprofits. They need to be in touch with stakeholders, donors, sponsors, volunteers, and members at the right time and foster relationships ensuring that the mission objectives are rightfully met.  ...

  • Think of all the time spent between opening an email, reviewing a ticket, solving queries, replying with relevant information, and then getting back to work. Add up those minutes of lengthy interruptions, and you realize why your team couldn't finish ...

  • Why do we need JavaScript in Dynamics CRM? It helps to implement custom logic by using client-side scripting. We use JavaScript to implement custom logic. For example, getting data from another entity based on a field selection or applying field validation. ...

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