United Kingdom – D365/CRM

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    Birmingham: Slides from Feb 6th meeting

    By: Andrew Bibby , 7 days ago

    Hello all, @Lucy Muscat has very kindly provided the slides from her session on Dynamics 365 for Marketing, comparing it to Click Dimensions - thanks Lucy ! See the following link:  https://www.slideshare.net/secret/l0sUQ2XOUNqh0A Best regards, ...

    2 people like this.
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    Follow-up from CRMUG Brum: ISE for Logic Apps

    By: Ben Bartle , 11 days ago

    Hi, Good to see people in Birmingham last night. Whilst chatting with a couple of people the issue of connecting Logic Apps to On-Premises systems came up. The current best practice is to use an On-Premises Data Gateway , which is a sort of fancy proxy ...

    1 person likes this.
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    RE: Using Dynamics CRM for bid sign off process

    By: Nelson Johnson , 17 days ago

    As a Microsoft Gold Partner, we set this up for clients all the time. You need to carefully consider how each person in the process needs to interact with the work stream. Do they work primarily in email, or would they use a dashboard if they had one? ...

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    Using Dynamics CRM for bid sign off process

    By: Guy Wood , 17 days ago

    ​Hi, we, like most  companies, have a sign off process for submitting proposals to customers. We are looking to see how our fairly recent (on Prem) Dynamics CRM can support it, improving the user experience and helping us be more rigorous. Areas we think ...

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    RE: SDK

    By: Lee Diggins , 18 days ago

    https://www.xrmtoolbox.com/   I'm sure the Metadata Document Generator is part of the default plugins installed. If not go to Tools > Plugin Store, find and install it from there. ------------------------------ Lee Diggins Senior Software Engineer Development ...

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    RE: SDK

    By: Mark Llewellyn , 18 days ago

    Thanks Matt. Get Outlook for Android ------Original Message------ Start with the RetrieveAllEntitiesRequest and work from there would be my suggestion. https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/developers-guide/gg327609(v%3Dcrm.8) ...

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    RE: SDK

    By: Mark Llewellyn , 18 days ago

    Thanks Lee, can you share the link to the toolbox download. Get Outlook for Android ------Original Message------ Hey Mark If you're using this in code, you can use the RetrieveEntityRequest and RetrieveEntityResponse objects.  An ...

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    RE: SDK

    By: Mark Llewellyn , 18 days ago

    Many thanks Jason. Get Outlook for Android ------Original Message------ Alternatively, check out the SampleCode/CS/Metadata folder in the SDK download. A few examples in there of how to extract metadata, including a nifty Diagram Builder. ...

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    White paper | xRM demystified | Meeting your niche business requirements

    By: Debbie Perry 3 months ago

    As a system, CRM facilitates the steps required for any given sales or marketing campaign, and organises all of the communications and knowledge about customers and contacts associated with the organisations being managed. Rather than being defined ...