Customer Engagement & Dynamics CRM Forum

Latest Discussion Posts

  • Hi everyone! I'm excited to announce three new community features on the www.crmug.com website! Please read this blog post for all the details on the new features, and here are the highlights: New reply notifications: Participants will now ...

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  • I got some great feedback from my presentation at D365UG Focus in Melbourne on my 'Developing agile project roadmaps for Dynamics 365 projects', but I'd love any feedback you have on planning the scope, timeline or cost of your Dynamics 365 projects to ...

  • Hi, from yesterday, 10.12.2018, we started to experience a bug in order lines and quote lines sub-grid. First, a user came to me and said that "Run workflow" button doesn't work in sub-grid nor advanced find result grid. They run workflows on multiple ...

  • Hi Amanda,  We have a pretty similar set up and requirement. We considered what you suggest but effort and risk of synchronising data wasn't worth it. In addition, maintaining two instances is additional overhead, and with an online instance you are ...

  • Hi Anthony, I have not found a way to do this out of the box. You will need to create a custom plugin. ​ ------------------------------ Joseph Melillo CRM Specialist Oakmont Capital Services, LLC West Chester PA ------------------------------

  • Hi All, I came across this blog post from @Aiden Kaskela dated back to 2015 and was wondering does this still holds true. Aiden stated that Business Rules execution order is based on their activation date meaning that the oldest Business Rule activated ...

  • Hi @Marghet Hager , great improvements, they are really helpful!  Loving the inline reply. ------------------------------ Mark Aston Data Analyst Ordnance Survey Southampton, UK ------------------------------

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  • Sarah, We had the same issue in our ClickDimensions implementation.  We are sending: Marketing emails via clickDimensions Transactional emails via the CRM's email router AND some via ClickDimensions.   When somebody unsubscribes via ...

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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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  • DynamicsCRM WordPress Customer Portal Stay connected with your customers at all times and make your connection a productive one through Microsoft DynamicsCRM - one of the most popular CRM tools! It brings a lot of convenience for your CRM users as ...

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  • The Doctors are in, October 15-18! They'll fix you right up! Do you and your co-workers have a long list of issues on any version of Dynamics 365 Customer Engagement & Dynamics CRM that you face every day and would love to have answered? For ...

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