Customer Engagement & Dynamics CRM Forum

Latest Discussion Posts

  • Hi Mark, this is a challenging requirement for Dynamics 365 to satisfy. You are using the contact record to store the details for a person. An alternative is to think of the contact record more like a business card.  If a person has three business ...

  • Hi @Jeebo Mathews , I am not sure that I understand well the issue you have. Yet, here is a few hints : ​​- When unified Interface is activated, Advanced settings (such as solutions, administration, Security, ...) stay on the classic interface (this ...

  • ​ Even after changing the setting on the sandbox Admin center I only get Unified Interface initially but as soon as I select solution everything turns back to classic view. So there must be some additional steps which we have to do at ...

  • Hi all, We're on Dynamics 365 CE Online.  On our Contact form, we have 3 email fields (see below).  If a customer emails us using  Email Address 2 or Email Address 3 , Dynamics will link the email to the Contact record.  When a user replies to the email, ...

  • We found our problem and it's somewhat nuanced.  So we use XRMToolkit and the Visual Studio plugin it provides which helps greatly with plugin development.  One thing it does is to use a Base plugin class that houses the Execute method, and it then gives ...

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    RE: dynamics app outlook

    We have been using the App ever since it came out.  To get the most out of it you do need to have both the latest version of Outlook and one of the later releases of MS Dynamics 365.     The issues from the originators post sound just like what we saw ...

  • Hi Heather: I have completed installation of LISN for two CRM instances. The pulg-in and CRM write back are very straight forward. There is one activity that does not record back for both my instances - Point Drive views and conversations. Other than ...

  • Hi Heather, LinkedIn Sales Navigator won't actually do the same thing that these products do.  The vendors you listed will all enhance and update your CRM data with other information (updating addresses and phone numbers, for example).  The integration ...

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  • One has to be living under a rock for not knowing the versatility and the scalability feature of   Microsoft Dynamics 365 CRM   in today’s business environment. Compared to the other CRM products that are available in the market, Dynamics ...

  • Possibly the only thing everyone in business agrees on, is that money talks. Whether you’re looking at turnover or profit, the end game is the same – to make the numbers better. What makes it incredible, is that so many businesses are happy to overlook ...

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