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've started using the custom Help Panes and I'm running into a few bugs which got me wondering... Is this feature still in Public Preview? I found this Microsoft blog post from November of 2019 and this Microsoft video from January of 2020 - both announcing Help Panes as public preview. How...
I am building an App via PowerApps where a User can look up a Contact from the Dataverse, open the Contact, edit it, or create a new Contact. Usually within a Contact, there is an Account field to represent "This person is a part of this company". My question is related to 2 parts: 1. I built...
I ended up working with Microsoft support on this. I was told there is no way to dynamically set the view for a lookup control on a portal form. It's unfortunate because it's literally one line of code in the CRM client API. They said I may be able to accomplish filtering with fetchxml. I then...