Hi Laura~ I am putting together a detailed how-to document for Kim Crawford for the process that I followed - will be glad to share with you and whomever else might be interested. ETA in the next couple of days :) I'm glad to hear that others may find it useful! Elaine -- Elaine Bardzil CRM...
@Elaine Bardzil - I would be very interested in what you did to convert your notes to an activity! That is an interesting approach! thank you so much! Laura -- Laura Mortick Marketing Information Systems Manager Terracon Olathe KS Kansas City CRMUG Chapter Leader --
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...
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...
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...
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