Customer Engagement & Dynamics CRM Forum

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  • @Teri Stora - For clarification, are you referring to the Business Process Flows when you say "Business Processes? Just trying to be clear. Also, have you considered using branching logic in your BPFs to help reduce the number of BPFs? So, instead of ...

  • We have been exploring more uses for team but so far we mainly use them for security, visibility of dashboards and email notifications.  Using a third party workflow solution we can send emails to team members. We primary use Access teams for this so ...

  • Has anyone come across an issue where a tracked email in Outlook will loose the tracking info? This is with the old Outlook Client and not the new App for Outlook.  I have one user who is reporting the issue. When they use the set regarding button the ...

  • Hello community! I have a situation I just do not seem to be able to resolve. All of my CRM user accounts that sync and/or send email with CRM have mailboxes tied to their CRM account that are working perfectly (incoming/outgoing/activites etc. are all ...

  • Hi Folks, Wonder how other users have been using teams within their implementations?    We were recently implementing a new feature where we've shown a new Command Button based on that user being part of a Team. Which got me to thinking on how other folks ...

  • Ryan, The AssemblyInfo.cs file is autogenerated. You won't be able to unregister the assembly or its activities as long as any of them are used in workflows. You'll see an error like "Component cannot be deleted because it is referenced by x other components." ...

  • Hi Andy, Thanks for pointing the AssmblyInfo.CS file out.  I expected that migh thave different version info for each activity, but appears to be a single version for the entire assembly.  I note also that it includes a single Guid fo rthe assembly.  ...

  • Hello all, We are a B2B Subscription company and been working with Dynamics 365 for about 7 years. To coop with our, then, billing practices we implemented our own subscription management process in our D365. However, since 2011, much has changed; ...

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  • The Doctors are in, October 15-18! They'll fix you right up! Do you and your co-workers have a long list of issues on any version of Dynamics 365 Customer Engagement & Dynamics CRM that you face every day and would love to have answered? For ...

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  • ​Are you getting excited?! I am. I've been taking time to review the session calendar - so much good stuff!   This will be my third UG Summit, and I've attended several other conferences like this in the past. I recall the first time I went - I was ...

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  • Join fellow Developers this October at CRMUG Summit Phoenix! Developers working in Dynamics 365/CRM need passion.  You don't want to do enough to just "get by" and meet the minimum criteria. In order to hone your skills and create code ...