Customer Engagement & Dynamics CRM Forum

Latest Discussion Posts

  • 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 ...

  • Welcome to the Customer Engagement & Dynamics CRM Community!

    This is your hub for unbiased knowledge exchange between Dynamics 365 Sales, Marketing, Customer Service, Project Sales Automation, Field Service & Dynamics CRM users. Are you taking advantage of all the group has to offer?

    Explore Membership Benefits

Community Blogs

  • The Microsoft Dynamics 365 Release Notes for the April 2019 release have arrived - CRM nerds rejoice! The Business Applications April 2019 release bring some enhancements and updates to the  Dynamics 365  platform which promise to deliver significant ...

    1 person likes this.
  • Have you had trouble in the past few days with your Chrome users having to rename the files they download? This is a known bug in Dynamics exposed by a recent update in Chrome. It can be easily resolved by having your users rename the download file, ...

  • Recently, I helped a CRM Developer learn how to embed a view of his Audit History directly into his form. Keep reading for a step-by-step process explaining exactly how this is done and find a code sample you can download and use to power the same ...

    1 person likes this.