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Latest Discussion Posts

  • Thank you :-) On an Opportunity Product, the extended amount field was rounding the value, although the price per unit was entered with currency precision. With some googling I have now found the system setting for "Pricing precision", and changing it ...

  • Hi, Jo! What values do you see if you query the Opportunity Product values and revenues outside of the UI, using (say) XrmToolBox? ------------------------------ Craig Seymour CRM Solution Architect cloudThing ------------------------------

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  • Hi All, When we implemented CRM we set the opportunity Est Revenue field to have precision = 0. We now have the need to switch to using currency precision. I have changed the field, and the display has changed to show the decimal places, and when entering ...

  • In my Dynamics 365 trial, I have setup and configured Server Side Synchronization to work with Gmail.  I have configured a user's Mailbox (sysadmin) to use Server Side Sync and tested it. It works successfully and I am getting the test emails in the gmail ...

  • Hello Anna! First, just to address the "interesting" term used: deprecate ... check out this link Second, the Outlook add-in that is being deprecated is the "Dynamics 365 for Outlook" client. The new Outlook add-in is called **drum-roll please** "Dynamics ...

  • ​Firstly I'd like to say what an "interesting" expression to use for what is effectively the Outlook plug in becoming part of Outlook.  If that is indeed what it means? In practice what does it mean for my CRM users?  We have yet to upgrade from CRM ...

  • Apologies for the delay in getting these slides up, I had a few technical issues.   Here are the slides for Ben Walker's presentation;  Using LINQPad as a Development Tool for Dynamics 365. Thanks for presenting again, Ben! Best regards, Andrew. ...

  • And slides for the KPMG session  Training Principles and Methodology - Key to success/failure of user adoption delivering CRM as Transformation Programmes are attached. Thank you Tiago Neves and Oliver Haywood from KPMG for your well-received presentation. ...

    1 person like s this.
  • Slides from the customer showcase session by Kashif Shabir and Richard Allen of British Red Cross attached:  Delivering CRM During Times of Change - Beneficiary Relationship Management at British Red Cross Thanks Kashif and Richard for your continued ...

  • Slides attached from Chris Roberts' excellent customer showcase for Optivo: The Dynamically Delivered Upgrade - 2011 to 2016. Chris always delivers a great session and we really appreciate presenting again and sharing his project experience. Best ...

  • Welcome!

    Collaborate with user group participants in the United Kingdom! Network with others in your area, plan local meetings, share meeting presentations, notes and files, and discuss topics relevant to your local community.

    Adam Vero
    CRM Consultant & Trainer, Meteor IT Ltd.
    Andrew Bibby Independent Dynamics CRM Specialist, CRM Plus Ltd
    Sarah Critchley
    Scott Durow
    Solutions Architect, Develop 1 Ltd.
    Dianne Ford
    Speedy Hire Plc
    Simon Whitson
    Director, Whitson Consulting Ltd
    Imtiaz Hussain
    Code8 Software Development
    Neil Parkhurst
    Craig Seymour CRM Architecht, cloudThing
    Sophie Loor  Legal Ombudsman
    Emma Green CRM Administrator, Marketing, JATO Dynamics Ltd.
    Richard Allen Applications Manager, British Red Cross Society

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  • I didn’t have a chance to take in Windsor Castle or even Fish & Chips, but the United Kingdom really knows how to execute and deliver an outstanding ...