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RE: Custom dashboard

Hi Kim~ Unfortunately, a view of Notes cannot be pulled into a Dashboard at last check. According to the Dynamics Community on Microsoft's site: " The way to achieve this is to create a report or a web resource that uses JavaScript and then show it within an iframe or a dashboard." Our...


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Custom dashboard

I have created an advance find view for Notes, but I can't seem to figure out how to add it to my custom dashboard. I am unable to find the Notes view under any of the component list/charts, etc. Any advice would be greatly appreciated Saved view #Technical #FieldService #PowerApps ​​​ -- K...




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Bulking moving of Service Accounts

I am trying to determine the best way to move a list of Service Accounts from one Billing account to another. Can this be done by using Excel Online and just updating template with the new billing account or do you recommend another method? #CustomerEngagement #FieldService ​​​​ -- K Crawford...