Customer Engagement & Dynamics CRM Forum

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  • Hello everyone, let me explain the context step before to ask you the question  1) I exported a big translation file(Entities, Entity Fields, Views, Dashboards, etc...) from Sandbox number 2 2) I updated the translation file (21000 translated words ...

  • Hello, Potentially you can use other approach if you have plugin development background or developer onboard. Here is what you can try: 1. Create a plugin that handles update of quote's owner in pre-mode. 2. Check ParentContext for the initial call - ...

  • We just transitioned to the Unified Interface and the only issue we see so far is all dashboards are almost twice the size they were in the classic view.  Has anyone experienced this?  Is there a setting to reduce the size of all dashboards or do we have ...

  • Changing the Opportunity owner also changes the owner of all related Quotes. This is system behavior so I am unable to change it. We have a requirement where Opportunities are owned by team leads and the Quotes are owned by sales team member. And at times ...

  • Tim, Thank you for the update.  In your workaround scenario when the 'completely different recipient' is added and the message is delivered will it still be 'From' the original sender?  Also, do you think it would work if the 'completely different recipient' ...

  • Hi Heather I guess the answer depends on how you are using Contracts.  Short answer, yes, Entitlements likely can be configured to match your contract process (I am making this bold statement knowing virtually nothing about your configuration) Definitely ...

  • Thanks, everyone for your suggestions. Our System Admin figured out where the breakdown was and it's fixed. ------------------------------ Nanci Zehner Technical Support manager Xanatek, Inc. South Bend IN ------------------------------

  • As I build out the forms for the Unified Interface, I find that I am always closing the filter on the timeline. I thought, "Surely there must be a setting to make this close by default." I went to edit the form, clicked on Timeline, and see that I must ...

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  • I created this project with the purpose of helping people develop js web resources. This project can help you with design, coding, testing and make your web resource production ready. If you have any questions, feel free to ask. The project will also ...

  • You cannot export the Default Solution as a Managed Solution, and you cannot deploy a complete Default Solution from Microsoft Dynamics CRM on-premises to Microsoft Dynamics CRM Online or the other way around. You can deploy a custom Solution between ...

  • One of the key things in CRM is to work with Queue items. Once the case has been created in CRM, We move the case to a particular queue manually or automatically with the help of Route Queue functionality which is available OOB .¬† The main ...