United Kingdom – D365/CRM

Latest Discussion Posts

  • You've got a wide range of options available to you in this scenario. What technology stack is your website built on? What version of CE are you on and are you online or on-premise? ------------------------------ Matt Beard Senior Software Engineer ...

  • Hi Adbul if you want to use their own entry form, you will need the submit to trigger a custom action and inject the data into CRM via the API. You'll need a web/CRM developer who is knowledgeable about both Web and CRM dev. Hope this helps. Matt ...

  • Hello Matt, How are you doing ? I have been very glad to see your message along with that blog but the thing is that as you do know very well that the text which is displayed on text field of Microsoft Form that label can not be changed i.e "Enter answer"​ ...

  • Hi Abdul The easiest method of getting this data from a website into Dynamics 365CE is probably using Microsoft Forms to capture the data, the Microsoft Flow to insert it into D365CE. I'd use a workflow to also send an email to the users when a new ...

  • Hello CRM People, I do have a requirement that suppose there is a simple web page which has several fields just like Name, Contact No, Email Address, etc. & There is one submit button is available on that form when user clicks on that button after adding ...

  • Has anyone else noticed that since the April 2019 release mail merge fields from the related contact entity that are included in an Opportunity email template get populated with data from the related account's Primary Contact, rather than from the opportunity's ...

  • Hi All, Excited to share that we will be running a 3-part webinar series talking about Data Warehousing/PowerBI/Reporting in relation to AX and D365 FO applications. The 1st webinar is on the 11th of April, Data Warehousing 101: What is a Data Warehouse ...

  • I have seen this done before, but cannot find the sample, it was probably for at least CRM 2011 so a long time ago. Basically you can use the functionality that allows you to pass parameters to the blank form to re-create the source entity: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/set-field-values-using-parameters-passed-form ...

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Community Blogs

  • 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 ...