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Latest Discussion Posts

  • Hello, I am trying to get one of my users admin training. In the past we have gone through Black Belt training, but it does not appear to be a thing anymore. Is this true? Is there a new version, or similar route like Belt Belt training? ------------------------------ ...

  • Have you gone in and added the editable grid via controls? Here is a helpful link that I used. https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/make-grids-lists-editable-custom-control ------------------------------ ...

  • Hey Chris, we recently discovered this ourselves. Here is what my developers have reported to me. You can change the grid type from the menu at the top of the results screen from the view itself. Below is a screenshot. ------------------------------ ...

  • Greetings, Just this week It was brought to my attention by one of my sales people, that D365 views are no longer editable. Can someone explain why? I have had these set to editable for nearly a year now?. I had the grids set up to be editable through ...

  • Hello, I've been researching ways to add the option set colors to the view & or BPF. I'd like to fill the text field with the color. So where they select Green, it would fill the text box with the color instead of the text Green.(image below) I have ...

  • Thank You Sanford. I did create text fields, then added a work flow that would add them to the timeline, as well as send a email to alert sales that a manager has added a note to their file. This worked brilliantly. This is a huge efficiency for managers ...

  • ​Hi Chris, I think that the Notes you are wanting to add is its own entity within Advanced Find. So may not be as easy to just add a mass update. You could explore adding a custom field for notes (multiple line open text box) on the entity and that ...

  • I will give this a try and advise on outcome. Thank you. Have a Great Day! Sincerely, Chris Chris Adams MCSE | Sales Operations Specialist Nidec Motor Corporation 8050 W. Florissant ...

  • Welcome!

    Collaborate with user group participants in and around St. Louis, MO! Network with others in our area, plan local meetings, share meeting presentations, notes and files, and discuss topics relevant to our local group. Be sure to bookmark www.crmug.com/stlouis for quick & easy access to our community!

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    @Margaret Mundt  Conference Technologies, Inc.
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