Customer Engagement & Dynamics CRM Forum

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  • Thanks, Sunil! I'll look into this and let you know what I find.  Will ------------------------------ Will Harris California Hospital Association Sacramento CA ------------------------------

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  • This is in no way official, but since you can't make a note without appending it to something and those users have rights to create notes (as of the April 2019 pricing guide), I really can't imagine them not having append rights. 'Append' rights aren't ...

  • Recently they have started restricting the actions one can take with a TM license. Not clear about append rights though. Need to play out and test. ------------------------------ Sunil Raheja Aha Apps Glen Allen VA ------------------------------

  • To my understanding, On Hold minutes timer will start once the status changes to On Hold and stop when it changes back. However it wont give you a cumulative time if it is on-hold more than once. ------------------------------ Sunil Raheja Aha Apps Glen ...

  • I see, but internally it still does install the app add-on on the client machine right? ------------------------------ Sunil Raheja Aha Apps Glen Allen VA ------------------------------

  • Hi All, Has anyone else come across 'Associated Views' not displaying the same options in Unified Interface (UCI). When i expend a sub-grid in UCI to review associated records, i am not able to see the 'Filter on:' or 'Include: Related "Regarding" Records' ...

  • ok, I see. Here's another way to look at the user auditing is through Audit Summary View (Go to Settings -> Auditing -> Audit Summary View)  once you have enabled User auditing on your instance. This view should show you all the interactions. However ...

  • Hey Kyle, I am going to try and clarify as much I can: Usually when you pull a large amount of data using a view/query it is a performance intensive operation. So it takes a long time (and many times times out). In order to better its performance indexing ...

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Community Blogs

  • I recently learned about a cool tool in XRMToolbox called Power Query M Builder (PQMB) by Mohamamed Rasheed (ITLec) and Ulrick “CRM Chart Guy” Carlsson (eLogic LLC) and I love the tool. It lets you generate Power Query code using Dynamics 365 views ...

  • I provisioned a new Dynamics 365 environment and as I expected all applications are now in Unified Client Interface (UCI) however, despite being Administrator, I was not able to find the setting area. After spending few minutes, I found that now the ...

  • In my opinion Field Service Schedule Board is a masterpiece. It allows resources and schedules to be viewed on nicely designed user interface. I have been working on a project where we had to customize field service schedule board and I am sharing ...