Customer Engagement & Dynamics CRM Forum

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  • @Donal McCarthy - Have you reviewed this article from @Scott Durow on how to get the buttons to work in the Unified Interface?  https://community.dynamics.com/crm/b/develop1/posts/adding-ribbon-workbench-smartbuttons-to-the-unified-client  ​​ ------------------------------ ...

  • @Donal McCarthy - I agree. The classic workflows will (should?) be around for a while. But, Microsoft has been unpredictable in the past. @Peter Gulka - That internal voice screams at me as well. Ha! ​​ ------------------------------ Aaron Back, ...

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    Hi!  Has anyone taken any of the certificate classes that Microsoft offers?  Pros / Cons?  Any other certificates I should look at? ------------------------------ Shonna Harrison CRM Database Coordinator Bionix Development Corp Toledo OH ----------- ...

  • @Jose Villa - Glad it helped! Would you be so kind to mark my response as the "Best Answer"? You can do this by clicking the down arrow next to the "Reply" button. ​ ------------------------------ Aaron Back, MCSE Sr. Microsoft Dynamics 365 Consultant ...

  • Hi Donal,  I'm currently running into the same issue and was wondering if you ever found a working solution.  When I enable it in Ribbon Workbench it is visible (with puzzle piece icon) but upon click it does nothing.  I tried enabling it the same way ...

  • Hi Heather The Number Format you want to add for this behavior is "GHM-{SEQNUM:6}" (without the quotes). The 6 indicates how many figures the numbered part should be. The number format is part of the metadata, and included when you transport the solution ...

  • @Heather Laughlin - Just out of curiosity, what type of relationship did you set up between your Custom entity, the Opportunity entity, and the Contracts entity? Was it 1:N (one to many)? Meaning there is 1 Custom entity record and many Opportunity records ...

  • I'm having trouble creating an alternate key for contacts.  Each time I try to create the key it fails.  I would like to create a key based on the unique combination of values from the contact record's FIRST NAME, LAST NAME, and EMAIL ADDRESS.  I attempted ...

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  • It’s that time of year again, and now that school is officially back in session we encourage you to get in on all the Back to School fun with CRMUG Academy ! With webinars, virtual training courses, and Black Belt series, we know that we have the education ...

  • Photo by  Hrayr Movsisyan  on  Unsplash I am Fascinated by sophistication of Azure services and how they help us to improve our solutions and extend the way we can solve customer problems. Recently I had a requirement to implement  a dynamics ...

  • A new week, a new Most Engaged CRMUG Member of the Week! We cannot wait any longer to share with you all of the golden nuggets of wisdom we got from our interview this week with @Aaron Howell . I will not ramble on any longer, this one is too good ...

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