Customer Engagement & Dynamics CRM Forum

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  • Hello, everyone, and welcome to the new look of crmug.com ! Take some time to peek around and re-familiarize yourself with the site, as several of its components have a new home in the updated navigation structure.  We've also added some fun and functional ...

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  • Profiler! Good thought. I will check that out. Otherwise, I will create some extended events. Thanks very much. ------------------------------ Rod Carlson Database Administrator Chicago White Sox Chicago ------------------------------

  • Hi @Jill Miller The data is there in CRM 2013 for sure. To turn it on, or validate its turned on go to Settings > Auditing and open the Global Audit Settings. After that, if you go to Settings > Auditing > Audit Summary View You can add a filter ...

  • Peter - that's very interesting; we strongly considered going with the same solution you're using currently - honestly makes me a feel a bit better about our decision to try it ourselves.  :-D I'd be curious to hear more about the new vendor you've chosen ...

  • Thanks for the follow up Tom.   I couldn't find much either on customizing the app.  Will have to get an idea published on the idea site. Cheers! Todd ------------------------------ Todd Mercer Dynamics CRM Technical Lead MD Financial Management Ottawa ...

  • Yes, you absolutely have to start over.  Lookups and option sets are fundamentally different data types, and there's no "clean" way to change schema.  Dynamics doesn't  ever let you change the schema type of a field.  You always have to recreate and ...

  • Hi Jason, yes the entity itself is available in advanced find but the 'report type' attribute isn't. I *sort of* found a way to filter by report type by searching for  <DataProvider>SQL</DataProvider>  in the xml report body, but it's not 100% accurate ...

  • Thanks for the response Esteban.  Duplicate Detection is checked for the 3 entities, I also have multiple duplicate detection rules already setup for those entities as well, very puzzling why they are not there for dup jobs. ------------------------------ ...

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  • Summit EMEA is about to happen, but we don’t have you on the list of attendees yet! Join nearly 1,500 Dynamics users and partners from all over Europe at the Convention Centre in Dublin from 24-26 April. At the moment there are still some seats left, ...

  • By now you've heard of Focus 2018. Did you realize that by attending, you will grow professionally, network with other Microsoft Dynamics 365/CRM users and experts and most importantly, learn how to optimize your use of Dynamics 365/CRM through advanced, ...

  • Microsoft Dynamics 365 Customer Engagement vs NAV CRM The key factor in determining whether to deploy Dynamics NAV or Dynamics 365 Sales to meet your needs will depend on where the data is held that the CRM processes need to access. If sales & ...

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