Customer Engagement & Dynamics CRM Forum

Latest Discussion Posts

  • Today my IT guy noticed a ton of deleted items under my name- as random things keep disappearing (fields, accounts etc.). I know for a fact I never manually or bulk deleted anything the way it is reflecting I have in CRM. He said I could use the recycle ...

  • I'm glad to know its a bug and not just happening to me! I've noticed its only affecting the same people but when I open to add their names for share privileges again I see that random people from other companies are also added to the wrong dashboards ...

  • What browser are you using and what version of CRM?  i have seen some odd things happen when the browser is not at 100% zoom. ------------------------------ Jill Vazquez Technical Specialist - CRM Bioventus, LLC Durham NC -------------------------- ...

  • @Mark Aston - I forgot to add something: The first time you upload a file the Document Location record is created. However, for each subsequent file upload, a new Document Location record is NOT created. ​ If you are using the native SharePoint/Dynamics ...

  • @Mark Aston - Hopefully, I wasn't being confusing. The reason I asked is that you may be able to parse through Flow the Document Location record created in Dynamics 365 to match to the SharePoint file uploaded to a specific folder. The Document Location ...

  • Sorry, I liked your message but couldn't remember if there was something else.  Found the Best Answer option now.  Will remember to do this in future. Thanks again. ------------------------------ Mark Aston Data Analyst Ordnance Survey Southampton, ...

  • Thanks for the quick reply @Aaron Back, MCSE . We have the D365 and SharePoint ​integration enabled.​ There are no permission issues with the two connections either. ------------------------------ Mark Aston Data Analyst Ordnance Survey Southampton, ...

  • For reference, this article from Cobalt by Michael Ochs describes the issue we have: https://www.cobalt.net/2015/01/28/claims-authentication-performance-overhead-in-dynamics-crm/ In short, custom applications that use the Organization Service to read/write ...

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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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