Customer Engagement & Dynamics CRM Forum

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  • This is still not working for me CRM version: (9.1.0.2242) ------------------------------ Luke Dunnett LD ------------------------------

  • So apparently the current version of Marketing doe snot support embedded video (understandable), neither attachments (ouch!). ------------------------------ Luke Dunnett LD ------------------------------

  • Hi It looks like your logic is in the JavaScript on the form, so when the record is created via workflow, the JavaScript is not executed until the form is opened. You can't do much about that, what you can do it put the logic the JavaScript is updating ...

  • Hi Daniel It seems like the client might be using the quick create form to create new contacts instead of searching first? You could remove their permission to create contacts if that's appropriate, or add some required field logic and duplicate detection ...

  • Hello, I have a user who I believe is simply typing in customer names when creating cases instead of selecting existing ones as should be the case. This seems to have the affect of creating new contacts in the system which we do not want.  I'm wondering ...

  • It could be done with a small script that will use the web api to make the queries and extract what you need for the emails Get Outlook for Android ------Original Message------ On second thought, this may be difficult. I hope to run ...

  • It's possible to build a link that links to a different form view for each record. Would you be able to use javascript to display a link or button to the proper view of the form? https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/developers-guide/gg328483(v%3dcrm.8) ...

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  • I am excited to be able to deliver my "Portals Jump Start" class at the UG Academy in Amsterdam on March 25-26th. As businesses grow in their use of Dynamics 365 and the Power Platform, there is always the need for these businesses to serve their customers ...

  • I hate to say it, but your system performance depends on many things. Here is my check list of possible issues, ranked from most to least likely (in my humble opinion): Synchronous workflows and plugins - You could test this (in a sandbox) by deactivating ...

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    SUMMIT HANGOVER

    SUMMIT HANGOVER!! It’s a couple of days after Summit 2018 in Phoenix and if you are anything like me, you over-indulged - not just at the partner parties, but also on information! Pre-academy classes Breakout sessions Partner ...

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