Customer Engagement & Dynamics CRM Forum

Latest Discussion Posts

  • Hello, I have run Call Centers for 10+ years and have been building CRM solutions for 20. Very familiar with these types of issues. I have the same issue and use Queues to separate the two departments. Both departments are fairly similar so it works ...

  • Did anybody else receive this message from Dynamic Communities on Monday, April 12th?  It sounds like Microsoft is taking over the Dynamics and Power Platform communities and will be providing their own forum for us to collaborate? ...

  • Hi @Rosemarie Cordell , It sounds like no matter what, you will need to configure multiple forms controlled by security roles.  The next question would be: what is the amount of other customizations between the two departments?  If the difference is ...

  • Hi @Jim Corriveau , We currently have our users email tracking set to "Email messages in response to Dynamics 365 email" using server-side sync.  We have not experienced any issues currently, but I have not seen the information you are referring to ...

  • Hi @Nataliya Tsyplakova , I believe using the Advanced Find would be a good way to accomplish your request.  You can save the criteria in your own personal view​, or you can customize your system view to use this criteria as well.  However, if you choose ...

  • Is there room for another Ticketing CRM Point of Sale software, one that seamlessly works across devices such as phones, tablets and computers also? ------------------------------ Chanda Salwadi Software Analyst at Technology Counter [https://technologycounter.com/point-of-sale-software] ...

  • Good day, Is anyone using the dynamics 365 app for Outlook and what is the Users personal "Track" option set to for the email sync/tacking to work?  Is "All Email Messages" required? Thank you, ------------------------------ Jim Corriveau A.W. Chesterton ...

  • Hi,  We're on Dynamics 365 on premise (v9.0x). For the past few years we've been using full text index search, but every now and again, our business users report it's no longer working. Upon investigation we find that sometimes it's not indexing newly ...

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Community Blogs

  • As a Dynamics 365 CE customizer, I frequently need to work with forms. Now, to create or edit forms, we use a Form editor. This form editor can be accessed from the default solution or an unmanaged solution or command bar. Access form editor through ...

  • More than a decade ago, it was the era of the filing cabinet that got so full that it was risky to open it in the fear of what may spill out. A few years down the line, it changed to a shared drive on the company network. This gave rise to the innumerable ...

  • Like any other company, in a small and mid-sized business (SMB) the HR function plays a vital role. They need to efficiently manage every aspect of your personnel, and consistently identifying and attracting the most talented people on the market which ...

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