Customer Engagement & Dynamics CRM Forum

Latest Discussion Posts

  • All The alpha build is complete. You can get the source code from  https://github.com/rexkenley/d365EmailTemplate If there are any issues or questions, please fill out the issue ticket on github. Thanks! @Wim Krings @Donal McCarthy @Brooke ...

  • Hi Jennifer, you've made an important point about regularly reviewing the system to ensure that unused features are removed so that the system is always as small and simple as it can be. We're replacing legacy systems that are 20 years old and no one ...

  • Hi Julian, it's definitely a complex set of systems we're deploying, and think you're spot on that the size of the team just depends on the business's appetite and budget for continuous improvements. Our job is just to turn business aspirations into business ...

  • Hi, I am newly using Visual Studio 2015 to edit my reports. I didn't create them and am a novice Visual Studio user. Since the new install I am unable to get my reports connected to my instances. I do not see Dynamics Fetch XML as a data type when trying ...

  • Very helpful. Thanks, Rex! ------------------------------ Mike Cutlip RAMCO www.RAMCOAMS.com Durham, NC ------------------------------

  • Ryan, Thanks for your response. Hopefully this will be enhanced for future use. The concept is good but needs more power! ------------------------------ Rodrick Hales Vertex Aerospace Madison ------------------------------

  • Mike Please look at the Nigel Frank CRM salary survey. They have hourly rate in their report. Cheers! ------------------------------ Rex Kenley Tan, MCSA, MCSD Tallmadge OH https://www.youracclaim.com/users/rex-kenley-tan *Always be CURRENT with JavaScript ...

  • I'm new to D365 admin so thank you very much for answering. Yes, I'd like to use OOTB for this. I see the OOTB sales pipeline report in Sales Reports. It looks like it's built off the field "Rating" - is that what Est Revenue and Probability calculate ...

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Community Blogs

  • The dust has settled from Summit North America, but the excitement and energy remain in the air! As we all return home to our normal schedules, we want to recognize members of the community who keep the buzz and energy going strong in our community. ...

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  • Leading Asia Pacific partner, IBIZ Consulting Services, powers customer support with Dynamics 365 All-Channel Solution Background: IBIZ Consulting Services is a leading consulting services company and a value-added reseller ...

  • Ever wondered why Sales is one of the pivotal departments in an organization? It’s not easy to meet a stranger, talk about your service or product within a short span of time and convince him/her to reach into the pocket and shell out some money. ...