Customer Engagement & Dynamics CRM Forum

We have a local option set that needs to be converted to a global option set.  We used the Attribute Manager in our development environment to do this and it worked like a charm.  Will we be able to do the same thing in our production environment, since ...

One of my users is trying to configure the mobile app and receiving this error. we use CRM Online, so i am not sure why this error would be relevant? Has anyone else seen this? thanks! Laura ------------------------------ Laura Mortick Marketing Information ...

Just to add. I've managed to solve the issue. At the end I recreated the Sign In policy on ADB2C (used a different template) and everything works fine. Best regards, Antonio ------------------------------ Antonio Span d.o.o ------------------------ ...

Hi Nicholas, Upgrade Notes I wrote up some of the notes that we took when we upgraded. We have been creating a 'Model Driven App' for each of our different groups that use CRM. Currently we've built 6 of them with plans to build at least 2 more.  ...

Thanks for the suggestions Aaron!  I should have mentioned that the tasks in this scenario aren't actually created directly in CRM (we are on V9).  One of our international groups is using a 3rd party custom interface on iPads out in the field.  In this ...

Julie, Give this a try.  Once you have security permissions set properly for your users for your custom entity, be sure to check the relationship settings between your new custom entity and Notes.  Make sure the relationship setting is Parental >> Configurable ...

I am looking into developing a button to clone an account. So far in my research I see that you can do it with a workflow but that won't bring over the contacts for that account.  I was wondering if people had any tips or links on how to go about this? ...

@Jill Vazquez - I would suggest using Microsoft Flow for this. You can create Outlook Tasks from Flow. However, you need to determine a "trigger" for the Flow to start. You could trigger the Flow on the creation of a Task in CRM. Then, in Flow, have ...