Customer Engagement & Dynamics CRM Forum

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  • A few months ago I created a workflow that involved using a field to auto generate a project number for one of my users. Because he needed the project number to be set up a certain way (3 parts) there were multiple steps involved and with the help of ...

  • Thanks again, everyone for your responses.  I have numerous examples where I can show the delay is on their side, and hopefully a meeting with a deliverablity expert next week.  In the mean time I will try using a CRM workflow instead of the CD campaign ...

  • Tina, Good rule of thumb, Users don't get permissions to delete any data, ever, for any reason.  For the Draft and Canceled emails I have a scheduled Bulk Delete job that runs every week and deletes these emails if they are older than 7 days.  The canceled ...

  • You can use a regular workflow to change ownership. I would usually use a real-time workflow for this. However, if a user belongs to multiple teams, then there has to be some way to determine which team to use. ------------------------------ Michael ...

  • Hi Robert, The Portal CSS has a class that creates that line: .crmEntityFormView .cell.crmquickform-cell:first-child {     border-right: 1px solid #b3b3b3; } If you don't want it, you can add the following CSS to the web page: .crmEntityFormView ...

  • Chrys, Usually I would suggest a rollup field to gather info from associated activity records but as you need activities, notes, and all other related records having a plugin built to achieve this goal would probably be best. ------------------------------ ...

  • Bipin I don't think it is possible We do not recommend using jQuery in form scripts and ribbon commands. Most of the benefit provided by jQuery is that it allows for easy cross-browser manipulation of the DOM. This is explicitly unsupported within ...

  • Hello Amanda, I am not with CD but working in the deliverability space and would like to add some thoughts to the matter. I totally understand the need for transactional mail to get to the recipient as fast as possible. Usually ESPs (like CD) are separating ...

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  • I created this project with the purpose of helping people develop js web resources. This project can help you with design, coding, testing and make your web resource production ready. If you have any questions, feel free to ask. The project will also ...

  • You cannot export the Default Solution as a Managed Solution, and you cannot deploy a complete Default Solution from Microsoft Dynamics CRM on-premises to Microsoft Dynamics CRM Online or the other way around. You can deploy a custom Solution between ...

  • One of the key things in CRM is to work with Queue items. Once the case has been created in CRM, We move the case to a particular queue manually or automatically with the help of Route Queue functionality which is available OOB .¬† The main ...