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  • I have a requirement to send an email from a custom entity. The email alert has two different output formats that is determined through an if statement. In the workflow, I first create the base email record because the first 5 fields are displayed in ...

  • Helen, This may or may not apply to you. Are most of your users in the US or in the UK? Here's an article where we cover this specifically:  Dynamics 365 Network Training - What if users from different countries are accessing the same dynamics 365 ...

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    create new instances

    Hi All To request the ability to create Dynamics 365 (online) instances (production and non-production) in more than one geographical region, please contact your account manager or Technical Support. - what if users from different countries are accessing ...

  • ​Hello After making changes to the navigation in our CRM 365 on-premises system by using the Sitemap Designer, when I press the Save button in Sitemap Designer, the message "We're saving your Site Map" appears but then doesn't go away ! The saving of ...

  • We have been experiencing some issues when trying to edit an existing article.  When we "unpublish" the article in order to edit, we get a Platform Evaluation Engine Error on older articles from 2016.  With more recent articles we have created when we ...

  • ​Thanks for the response Adam. The goal is to lock the parent customer field for specific roles, so that the user is forced to go through another custom process of moving contacts to different accounts. We can accomplish this through jscript, I had just ...

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    RE: Data import

    At Fullscope, we have a product,  the Integration Toolkit Designer, which enables the power to champion their own data migration and integrations. It supports parent-child integration. It supports multiple data sources as well as multiple CRM platforms. ...

  • What is today's CRM system? Over the last couple of decades, the definition of CRM has changed, despite the name staying the same. CRM started as a glorified Rolodex, where a company stored a name, title and address (business card data) in digital ...

  • Hi Mitchell, I hope Provance ITSM works out for you. I know a few of the people bheind it, and I've been recommending it to a couple of my clients lately. I'm looking forward to deploying it myself soon too. Neil ------------------------------ Neil ...

  • ​The main thing to look out for if you're using the standard Excel/CSV import tool is having a unique way to identify the master record from the child. For example, when importing accounts & contacts, if you have the account name in your contact spreadsheet ...

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