Dynamic Marketing List Query
Hi All,I am wondering if there is a bug in Dynamic Marketing List Query. There are two marketing lists with contacts. When I want to get contact from both lists, query is " List equals <List1> OR...
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EMEA Summit – April
I am currently busy planning a Unified Service Desk presentation for the EMEA Summit in April.If you are thinking of attending, you can access the summits website here. There is still plenty of time to...
View ArticleField service in crm
Hi,I studied about work order and purchase order. what is the relationship between these two? If i change any one, did that change affect other one? How work order and purchase order linked?
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How to Customize a tool-tip when hover a chart ?
How to Customize a tool-tip when hover a chart as shown in figure ? Please help me its urgent.
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USD – Translate and DetectLanguage Actions
Unified Service Desk (USD) for Dynamics 365 has two actions which until now I hadn’t used. Translate and DetectLanguage. What are these and what do they do?In this post, I will explain these actions...
View ArticleUSD integration with CRM 2016
Hello everyone,I would like to ask if i can work with the latest version of USD that works with CRM 365 with Dynamics CRM 2016 ?Thnaks for help.
View ArticleCRM 2016 and USD 1.0 - Replacement parameters issue
Hi,Recently upgraded from CRM 2013 to CRM 2016 and USD version is 1.0 .Replacement parameters are not populated with the CRM form page dataSteps:1. Open OOB Unified Service desk and connected to...
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PSA – Sales Cycle
This post is part of a series I’m creating connected with Project Service Automation (PSA) for Microsoft Dynamics 365. This time I will consider the sales process.A key aspect of PSA is the ability for...
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PSA – Opporunities
The post is one of a series I am creating connect with Project Service Automation (PSA) for Microsoft Dynamics 365. This time I will consider the opportunity entity.When you create a project...
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PSA – Quotes (High Level Estimates)
The post is one of a series I am creating connect with Project Service Automation (PSA) for Microsoft Dynamics 365. This time I will consider quotations and how they are used when creating your initial...
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PSA – Quotations (Estimate from a Project)
The post is part of a series I’m creating connect with Project Service Automation (PSA) for Microsoft Dynamics 365. This time I will consider how we create a project related to a quotation line to...
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PSA – Quantity Factors
Project Service Automation (PSA) for Microsoft Dynamics 365 includes an extension to the product catalog that allows us to define what product properties might affect the total amount. In this post...
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PSA – Create Project Contract
The post is part of a series I’m creating connected with Project Service Automation (PSA) for Microsoft Dynamics 365. This time I will consider how we create a project contract from a quotation.We have...
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PSA – Sales Price Lists
The post is one of a series I am creating connect with Project Service Automation (PSA) for Microsoft Dynamics 365. This time I will consider sales prices.Sales Price ListsA sales price list is used to...
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PSA – Cost Price Lists
This blog post is one of a series I have created which covers all aspects of Project Service Automation (PSA) which is part of Microsoft’s Dynamics 365. In this post, I will describe cost price list...
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PSA – An Overview
As I learn about PSA, I plan to create a series of posts covering all aspects of Microsoft’s Project Service Automation application (PSA) for Microsoft Dynamics 365. PSA is a powerful addition to...
View Article!inherited roles cannot be modified
Hello - I want to add a permission for a role through the CRM Admin page.I noticed an information bar at the top of the page that says "!Inherited roles cannot be updated or modified."So to update the...
View ArticlePhonetic search
How can I enable PHONETIC SEARCH in Dynamics CRM 2015 on-premise? By phonetic search I mean that the search results will contain also similarly sounding words e.g. Meier, Mayer...I've seen some old...
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PSA – Project Teams
The post is part of a series I’m creating connected with Project Service Automation (PSA) for Microsoft Dynamics 365. This time I will review project teams.In previous posts, I have talked about how to...
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