Customer Engagement & Dynamics CRM Forum

Latest Discussion Posts

  • If you are experienced with Dynamics 365 Sales, Customer Service, or Marketing and love sharing with the community, then now is your chance to step up and speak during Summit North America!   The community is coming back together,  in person , ...

  • Dynamics has both Leads AND Contacts, but Get Response only integrates with Contacts. How do I use Get Response to market to the Leads that I have within CRM?  Do I have to turn them into contacts or something (that won't work for us). ------------------------------ ...

  • Hi Gilson, When you create your plugin in the C# code, use the Plugin Registration Tool to register new plugin assembly. Within that assembly are steps which can be registered against events in the pipeline in Dynamics 365. For example, you could have ...

  • Many thanks for the explanation Stephen! Just to understand the scenario, there is a flow, where the first step is the "Potential Customer", after that it comes "Qualify", and more 2 steps until "Success Sale". My supervisor wants the total lead time ...

  • Hi Gilson, There are a ton of ways to do this. You first have to decide what counts as a "Total Lead Time" i.e. is it a button click or an event on the sales process? You can use the Business Process Flow start to finish time if that meets the requirement ...

  • XrmToolBox tool Bulk Data Updater, see more info: https://jonasr.app/bdu/ It can delete many many records 🙂 ------------------------------ Jonas Rapp MVP Sweden ------------------------------

  • Hi everyone! I hope you all are fine! I'm newbie in Dynamics CRM and C#/Javascript development, but I received a opportunity to work with it in my new job and I want to dedicate myself hard to learn all I can. I'm receiving some training for now and ...

  • Hi @Keith Courtemanche , Try the Bulk Record Deletion tool in XRMTB from Andy Popkin. ------------------------------ Ryan Perry ------------------------------

  • Welcome to the Customer Engagement & Dynamics CRM Community!

    This is your hub for unbiased knowledge exchange between Dynamics 365 Sales, Marketing, Customer Service, Project Sales Automation, Field Service & Dynamics CRM users. Are you taking advantage of all the group has to offer?

    Explore Membership Benefits

Community Blogs

  • Maintaining and building relationships is vital for nonprofits. They need to be in touch with stakeholders, donors, sponsors, volunteers, and members at the right time and foster relationships ensuring that the mission objectives are rightfully met.  ...

  • Think of all the time spent between opening an email, reviewing a ticket, solving queries, replying with relevant information, and then getting back to work. Add up those minutes of lengthy interruptions, and you realize why your team couldn't finish ...

  • Why do we need JavaScript in Dynamics CRM? It helps to implement custom logic by using client-side scripting. We use JavaScript to implement custom logic. For example, getting data from another entity based on a field selection or applying field validation. ...

Black Belt Series

Thank you to Our 2020 Local User Group Sponsors

emfluence logo rsm logo velosio logo
click learn logo

If you are interested in becoming a D365UG CE Annual Sponsor, please contact Gretchen Ingbretson.