Customer Engagement & Dynamics CRM Forum

Latest Discussion Posts

  • When creating a deployment package, I get the following error on the data import:  Error : Message: The column heading does not match the attribute display label. ErrorCode: -2147220624 Microsoft.Xrm.Tooling.Connector.CrmServiceClient Error 2 3/28/2020 ...

  • First time posting on the forum. Thanks in advance for your counsel. We are using Dynamics 365 v9 (online) and recently switched to the Unified Interface. In the "classic" UI - we had the ability to select multiple Leads from a View and the Qualify button ...

  • Since you are moving to Dynamics 365 online, the new Wave 1 2020 has an option for you to explore. There are "PDF Generation" options that you can enable for Quotes. The "PDF Generation" utilizes the Word templates. When the "PDF Generation" is enabled, ...

  • Johannes - I believe they are working on offline options for the Dynamics 365 App for Outlook, but I'm not sure of anything specific at this time. ------------------------------ Aaron Back Microsoft MVP | Sr. Microsoft Dynamics 365 Consultant ACE Microtechnology ...

  • Andrea - The article I provided a link for has this to say about on-premise: "This announcement applies to online organizations, but we recommend our on-premise customers also take advantage of the benefits of Dynamics 365 App for Outlook and upgrade ...

  • You could use Power Automate to email the Contacts from the Account. If you set up a flow using the "When a record is selected" as the trigger. You could then use the Outlook connector to send the email, or you could use the "Create Record" action and ...

  • We are moving from an On-Prem 8.2 D365 install with quote generations being supported by an on premise SSRS/SharePoint architecture. Because of the functionality (plug-ins,DLLs, and features) this is not a feasible option in the Online version. We are ...

  • ​Hello, We are working on a new security role to access a new custom entity form, which has read, write, and append permissions at the business unit level but a user cannot login to Dynamics CRM at all unless they are also given another security role ...

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Community Blogs

  • D365 CE Team Member License Enforcement, how will this impact your users? The April 2020 Wave 1 release for Dynamics 365 Customer Engagement will include a change that may impact users in your company that currently have the Team Member license assigned ...

  • 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 ...

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