Customer Engagement & Dynamics CRM Forum

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  • If you are experienced with Dynamics 365 Sales, Customer Service, or Marketing and love sharing with the community, then now is your chance to step up and speak during Summit North America!   The community is coming back together,  in person , ...

  • Good morning! Hoping for a little help.  We are going to be upgrading our OnPrem environment to latest v9.1 soon.  In advance we want to add a couple new servers into our cluster that is currently running 8.1.0.359.  I am unable to install that direct ...

  • I run the flow on the BPFs. The trigger is when a row is created in the BPF table or the active stage changes in a row in the table. I then set the active stage in a text field on a record. I also set the BPF table name. You can even use the table name ...

  • There used to be a field on the opportunity entity ProcessId which would give you what you're looking for. Also, you can find a corresponding record in the BPF entity and it will most certainly have the ProcessID of the BPF the opportunity is attached ...

  • Hi Mark, A little bit of a long shot, but could you do something with a list rows action on the process entities (you'd have to do one list rows action for each BPF) and filter for process-status = Active in combination with the current opportunity (I ...

  • I ran into this error two years later.  If someone experience this, maybe my future self, refer to Support request ID 2107160050000204. They came up with a fix that will be rolled out to all orgs at a later point. ------------------------------ Niels ...

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  • I currently have two business process flows for an opportunity.  Opportunity Sales Process and a custom one "Consulting Services" .   My issue is that I want to update the opportunity with the current process stage which I have a custom field (Active ...

  • @Tony Suslovich - thank you for the reply.  We actually opened a ticket with Microsoft and we needed to add the WebWizard role that's located on the Core Records tab. That seemed to do the trick. We had already added the create and edit permissions on ...

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  • Maintaining and building relationships is vital for nonprofits. They need to be in touch with stakeholders, donors, sponsors, volunteers, and members at the right time and foster relationships ensuring that the mission objectives are rightfully met.  ...

  • Think of all the time spent between opening an email, reviewing a ticket, solving queries, replying with relevant information, and then getting back to work. Add up those minutes of lengthy interruptions, and you realize why your team couldn't finish ...

  • Why do we need JavaScript in Dynamics CRM? It helps to implement custom logic by using client-side scripting. We use JavaScript to implement custom logic. For example, getting data from another entity based on a field selection or applying field validation. ...

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