Customer Engagement & Dynamics CRM Forum

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  • We are in the process of getting a contract done with EventBrite (slowly making it's way through legal) and hope to use an integration called "Event2CRM" to tie this in with Dynamics.  Curious if anyone has gone this route?  We also evaluated Cvent and ...

  • Hi Jill, Eventix has been in the industry for well over a decade and it is a very robust event management system developed inside of Dynamics.  Microsoft now has pretty good event management capabilities in the Dynamics 365 for Marketing app. If you ...

  • Are there any good reference articles describing the form customization changes within the new UI?  I have been building out new forms for all of our major entities in preparation for cutting over to the new UI and noticed some differences based on the ...

  • Hi Peder, You have a great point. Thank you. I am using HttpClient to call A Web API in plugin (C# code), not from JavaScript. And I have to pass a complex object as parameter so it is a post action. Do you have any suggestions? Calling ILMerge in ...

  • That's a fantastic question. I'll share how we manage CRM for an user base of around 500. Who "owns" the system Commercial Excellence (my group), which is a sales enablement function. Commercial Excellence includes CRM, marketing automation, the ...

  • Another option is running a nightly job to extract all new email attachments, upload them to SharePoint (or another fileshare). Then write back the SharePoint file location on the email so you can still access the attachment at a later date if need be. ...

  • Hmmm...thats very strange @Joe Vekich but glad you got it sorted in the end.​ ------------------------------ Mark Aston Data Analyst Ordnance Survey Southampton, UK ------------------------------

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  • Big news – registration is open for User Group Summit North America. This one-of-a-kind event for learning, sharing and connecting, is happening again October 15-18, 2019! Registration is open – so register now and take advantage of our ...

  • Back in 2013, the CRMUG "CRM Admin Black Belt" series were introduced to the community and the response has been overwhelmingly positive. The program was created by 7x Microsoft MVP and CRMUG All-Star Gus Gonzalez , and the content and skills included ...

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