Customer Engagement & Dynamics CRM Forum

Is there a way to change the default from "Draft" to "Active" on the Account Form under the Quote Associated View?  See Below Screenshot. ------------------------------ NMD ------------------------------

@Rosemarie Cordell that Email a Link button is too convenient to let go of! There's a good troubleshooting ribbon button guide here:  Ribbon Troubleshooting Guide ​that uses in-app tool called the Command Checker to inspect the ribbon component definitions ...

thanks! After I sent this I was able to execute. I got a step further! haha. but now I am stuck again. I think I did the Parse JSON correctly but then I dont understand where to go for the schema? The steps for 19-21 I dont understand!  Select Body ...

Piece of cake, LOL.  On your second screenshot in the upper right, just out of view is a link called 'Test'.  Since this is a scheduled flow trigger, you'll get an option to test it now.  As it executes, you'll see it go through the steps in your flow. ...

We also have a similar situation, and are interested in seeing how others have handled this, especially in relation to activities.  In general, each of our Business units (about 10) correspond to a sales territory/area, and are first level children of ...

thank you! Its confusing never having done it before! I am following the guide online and I created the exchange rate connector but now I am confused again! haha Where do I execute this???  Step 17 said to execute to get a JSON response?  My screen looks ...

Hi Heather, The 'Recurrence' object is actually a special type of action called a 'trigger'.  Each flow starts with one of those to tell it when to fire. Examples include such things as: scheduled (as in your tutorial), when a SharePoint file is created, ...

Hi @Patrick Wright , Thanks for asking this - it's a great question that few companies spend enough time thinking about. My experience is that something like the following typically works best: From a day-to-day user support perspective: There ...