Customer Engagement & Dynamics CRM Forum

Latest Discussion Posts

  • Clearing it when someone leaves is easily done by triggering a workflow when a User becomes disabled, as explained by Niels Longberg.  However, without the newer tools, clearing the field when it becomes stale is very challenging.  I was thinking about ...

  • ------------------------------ Gus Gonzalez 9x Microsoft MVP, CRMUG All-Star CEO, Elev8 Solutions ------------------------------

  • No problem! According to your answer Touchdown can indeed help you without using a code!  You can try the free version and test it yourself here https://www.touchdown.co/ , If you're interested, we could discuss your needs further and find a perfect ...

  • You can also use a Dynamics workflow for each entity to update inactive records.  If you are updating a lot of records, I believe there is a utility in XRMToolBox that will run workflows on large batches of records. ------------------------------ Terry ...

  • Thanks for the feedback!  We are using Dynamics 365 Online version 9.1.0000.22251 which includes the 2020 release wave 1 installments.  Our email platform is Outlook.  Not sure if that provides any additional insight.  ------------------------------ ...

  • Inactive records may also be edited in mass using the Export/Import feature. ------------------------------ Hugh Konigsmark Global CRM/CPQ Director Bray International, Inc. Houston TX ------------------------------

  • I'm just giving this thread a small bump to see if anyone else has progressed with the integration between HubSpot and Dynamics 365/Power Apps. There are still no triggers or actions in Power Automate at this point. I have started to investigate if it ...

  • Hi Dian, That looks very like the approach I want to take. I tried with teams and was able to list User members via a Fetch XML Query See https://gist.github.com/davidyack/5233af4c26a43d174689effcc5ad843c for the code I found. Thanks  Donal P.S.  ...

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Community Blogs

  • In July 2020 the release notes for wave 2 came out for Dynamics 365 and the Power Platform and on August 3rd we were able to enable these features for early access. I’m writing a series of articles on these new features.Previously I wrote about generic ...

  • In July 2020 the release notes for wave 2 came out for Dynamics 365 and the Power Platform and on August 3rd we were able to enable these features for early access. I’m writing a series of articles on these new features. Previously I wrote about the ...

  • In July 2020 the release notes for wave 2 came out for Dynamics 365 and the Power Platform and on August 3rd we were able to enable these features for   early access . In last week’s article I wrote the first half of enhancements and new features for ...

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