Customer Engagement & Dynamics CRM Forum

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  • If you are experienced with Dynamics 365 Sales, Customer Service, or Marketing and love sharing with the community, then now is your chance to step up and speak during Summit North America!   The community is coming back together,  in person , ...

  • I have recently updated the Windows on my laptop. A strange thing happened to me when I was trying to update the window on my system. My screen went Blue and the system processing went slow. Then I researched this issue and I found this amazing article ...

  • Thanks for the reference article Mike. After reading the blog I realized that to upgrade Outlook 2010 to Outlook 2016 the professional PST File Recovery Tool is best at all. ------------------------------ Mukul Tiwari Cigati Solutions San Jose, CA-95134 ...

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  • My suggestion is to change the copying of the data to use Flow and trigger it when a record is added to the ERP.  It would then create the record in Dynamics and you could have a workflow fire that would populate the record link in a new text hidden text ...

  • we have a few people who still want to use the old report builder in CRM. We set up security roles so that they can read (org level), write and edit (their own reports), I also added append and append (their own reports).  They are still not able to create ...

  • Hey, I know it is an outdated thing to inform you about how to upgrade Outlook 2010 to Outlook 2016. Still, many of us at least being honest I was one of them who had not updated the Outlook. I was working on Outlook 2010, then last Sunday I had a visit ...

  • @William Suycott - thank you! I will send this over to our IT group. We do use KingswaySoft to get data into CRM from our ERP system. We do sync some data both directions, but unfortunately not the proposal records.  Thank you for the suggestion!​ ------------------------------ ...

  • Short of having more integration tools at your disposal (i.e. SSIS/Kingswaysoft or SCRIBE or other similar tools) you could consider creating a Power Automate to update an external table to house the Dynamics GUID's along with the external ID that you ...

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Community Blogs

  • Maintaining and building relationships is vital for nonprofits. They need to be in touch with stakeholders, donors, sponsors, volunteers, and members at the right time and foster relationships ensuring that the mission objectives are rightfully met.  ...

  • Think of all the time spent between opening an email, reviewing a ticket, solving queries, replying with relevant information, and then getting back to work. Add up those minutes of lengthy interruptions, and you realize why your team couldn't finish ...

  • Why do we need JavaScript in Dynamics CRM? It helps to implement custom logic by using client-side scripting. We use JavaScript to implement custom logic. For example, getting data from another entity based on a field selection or applying field validation. ...

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