Customer Engagement & Dynamics CRM Forum

Latest Discussion Posts

  • Do you schedule old activities and attachments from the CRM to be archived to an external location and/or deleted? If so, what strategies have you taken? I am thinking of generating some kind of reports per contact and holding csv files for a number ...

  • I agree with @Kim Jopp that a SQL Query for On-Prem can easily pull the results.  But if you are online that is not possible​.  Perhaps @Jonas Rapp can shed some light on why I can't see all User Views in FetchXML Builder , even though I am System ...

  • Hi James, Taking Gerry's approach and running with it I made the following modifications: - Added a link to the systemuser table to get the user's name - Added the returnedtypecode to see what entity the view is against since fields of parent records ...

  • Our org is transitioning from a very chaotic system so the more order and organization the better! And it's good to hear from someone else that they're already doing bite-size solutions. The benefits that you listed make a lot of sense. We're not currently ...

  • We use Click Dimensions for bulk email marketing and regularly send to lists 5 times that size.  With that size list, you'll need to obtain expertise on "deliverability" including SPF & DKIM setup, etc.  There is no real thing as "whitelist my domain" ...

  • If you have Dynamics Marketing then that's the one to use. Just stick at it. If you don't have Dynamics Marketing, and want to send volume emails from Dynamics, you can set up an SMTP relay service in O365. I'm not sure about the steps (you'll need to ...

  • go to the app and check which sec roles are assigned (in this example is referring click dimension and related sec role) hope this help ------------------------------ Giovanni manunta Application Owner MS Dynamics 365 CE ------------- ...

  • I got a nice little note from Microsoft that we might be in violation of the Team Member license.  However, when I review the users that have the Team Member license and the app access they have, I should be OK.  BUT, when Team Member users log into CRM, ...

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Community Blogs

  • Hello Techies/Readers, Refer my last blog in case you miss that " How to create Dynamics365 CRM Trial without your Work/Office Tenant ".   Once you created  your trial instance without office/work email and need to add your teammates ...

  • Hello Techies/Readers, If you want to create  30 days Trial  in  Dynamics CRM  then there are two ways. 1) Create brand new  Office365 Trial  Tenant and used that one in Dynamics CRM Trial. 2) Direct go in  Dynamics365 Trial  Portal, select ...

  • Hello Techies/Readers, If you want to create   30 days Trial   in   Dynamics CRM   then there are two ways. 1) Direct go in   Dynamics365 Trial   Portal, select  Sales Application  and create new trial. Click on this link  ...

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