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  • In addition to Aaron's response, Sonoma Partners recently built an accelerator to make this easier.   We have a walkthrough on our blog, as well as a video demo to see if this is something you would find useful.  Our download form is located here ...

  • We have experienced both issues: 1) A delay (of four hours on average) receiving data back from our website to our Dynamics CRM via ClickDimensions. The issue began on June 6th and it looks as though this will go on until July 16th , going by the ...

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  • Happy Friday everyone! I have a user who has email that is being set regard and tracked (shows up in activity on account) in crm despite not being tracked in Outlook. It seems to just be on one particular account though and it's only from one particular ...

  • ​Thank you Pete and Necati! That was the first obstacle I ran into: I was adding Prod A + Prod B + Prod C in a calculated field named Product Fee.  I was then trying to use that Product Fee (calculated field) in another calculated field's formula. The ...

  • ​We're using Dynamics 2016 in the cloud, and we just copied our Production environment (including data) into our Sandbox instance. So now, our Sandbox instance is in "Administration Mode" which locks out everyone but Administrators, and we want to leave ...

  • Hi Jeff, I suggest trying something like one of the items below. These are low cost and pretty flexible "integration" apps and very easy to use. Microsoft Flow - https://flow.microsoft.com/en-us/connectors/shared_mailchimp/mailchimp/ Zapier - https://zapier.com/zapbook/microsoft-dynamics/ ...

  • Is there a tool that will help in the cleanup of dashboards and views after a users license is terminated. Thanks ------------------------------ Nina Nuckols CRM Administrator Comfort Systems USA Richmond VA ------------------------------

  • Is there a way to create a view or run a report on records that are shared with non-owners? For example, if an owner of an opportunity shares the record with another user.  We want to be able to see who the opportunity was shared with. Thanks ------------------------------ ...

  • As the error message indicates, roll-up fields cannot be used in calculation of another roll-up field. I would suggest you to use a plugin instead of JavaScript as plugin will always run when you setup triggers for input fields. If you like to use a ...

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  • ​You can use AlwaysOn availability groups to provide high availability. For archiving you shouldn't need to do anything beyond standard SQL database backups. We also run another off-site SQL server using transaction log shipping with a 15 minute delay ...

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  • Every day, you rely on your user group to power your business with authentic exchanges that boost your knowledge and keep you moving. This fall, ...

  •  “What is Microsoft Dynamics 365 and what happened to Microsoft Dynamics CRM?” This is a legitimate question that I hear from customers. The simple ...

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