Customer Engagement & Dynamics CRM Forum

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  • Hi Jeff, Thanks for your reply. So did you migrate your VOC survey response data to Forms Pro entity/? ------------------------------ Noor Khemji BBox Perth ------------------------------

  • Is Duplicate rule mover is not available for CRM 2015 on-prem version. ------------------------------ JayBuddhdev https://www.powerappsd365.com Regina SK Canada ------------------------------

  • Hi Jose, There is no way you can include Duplicate detection rules inside a solution. I see you are currently using CRM 2015 (on prem), but if you were using D365 online version then you could use a third party solution like XRMToolBox which gives you ...

  • This is a global setting (Generate Booking Dates X Months in Advance), but only takes effect for a given Booking Setup when the background Field Service workflow that generates the Booking Dates gets re-evaluated.  So especially if you have long frequencies, ...

  • Jose, While I haven't used it, there's an add-on to the XrmToolBox called "Duplicate Rule Mover" that looks like it will do this very thing. The XrmToolbox is incredibly versatile and useful ------------------------------ Mike Power Senior CRM Solutions ...

  • Hi @Johannes . , we've experienced the same thing.  ​We'd never used the Dynamics 365 Add-in in Outlook before but we want to be able to track emails for specific contacts. I raised a Microsoft Support call last month, followed their steps/advice, provided ...

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    RE: D365 theming

    @Aaron Back we are on the latest version of D365 in sandbox and production. We've just started building in earnest. @Nate Varney Good to know that it simply can't be done. Users won't be in the old UI - we're starting with the unified out of the gate ...

  • @Raphael Cal - Have you looked into using the XrmToolBox for reviewing the user security? There are a couple of tools you could check out:  https://www.xrmtoolbox.com/plugins/Daggen.Xrm.UserTeamSecurityRoleReport/  ​ https://www.xrmtoolbox.com/plugins/PKM.XRMToolBox.UserSecurityManager/ ...

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  • D365 CE Team Member License Enforcement, how will this impact your users? The April 2020 Wave 1 release for Dynamics 365 Customer Engagement will include a change that may impact users in your company that currently have the Team Member license assigned ...

  • I created this project with the purpose of helping people develop js web resources. This project can help you with design, coding, testing and make your web resource production ready. If you have any questions, feel free to ask. The project will also ...

  • You cannot export the Default Solution as a Managed Solution, and you cannot deploy a complete Default Solution from Microsoft Dynamics CRM on-premises to Microsoft Dynamics CRM Online or the other way around. You can deploy a custom Solution between ...

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