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MB2-717 Certification: (Microsoft Dynamics for Sales) – Microsoft Social...
As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the...
View ArticleVOC - how to copy survey and move it to another organisation
HiVOC is great, but can't figure out how to copy a survey and move it to another CRM organisation.Anyone who can help me??(Also the Clone buttom does not work inside a single organisation - and I have...
View ArticleUnified Service Desk client error - No applications are configured for your use
I've downloaded the latest USD version for CRM and copied the PackageDeployer (v. 3.3.0.929) on our CRM server. Then I ran the setup of the PackageDeployer and choose to install the package Unified...
View ArticleUSD : Creating a replacement parameter for each session
Hi, Can we create a replacement parameter for a session, which can hold some temporary value, based on which some actions cannot be called again and again?
View ArticleDisable Yammer
In setting up CRM I was "tinkering" and enabled Yammer. Is it possible to disable this integration and get back the old "posts"?I'm worried that it's a not possible at the flick of a switch. If that is...
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USD – Search (with UCI)
Recently I have started to work with the new feature with have in Unified Service Desk 3.3 that supports Microsoft’s Unified Client Interface (UCI). As I find differences or tips I will create short...
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D365UG / CRMUG Birmingham – September 19th
It’s a long hot summer and no doubt you are spending your holidays thinking about Dynamics 365. Maybe not. (Unless you are as sad as me!!)But whilst you enjoy the heat maybe registering for a Dynamics...
View ArticlePreparation material for the exam MB2-716 'Microsoft Dynamics 365...
I'm interested in the exam 'Microsoft Dynamics 365 Customization and Configuration' which is available since February 3 (https://www.microsoft.com/en-us/learning/exam-mb2-716.aspx).The problem is that...
View ArticleQuick Campaigns on Marketing List Form
Hi,Before I customised the system there was a sub-grid on the Marketing Lists form showing all 'My' quick campaigns sent to that list.I would like to restore that sub-grid, although preferably with all...
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MB2-717 Certification: (Microsoft Dynamics for Sales) – Excel
As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the...
View ArticleClik here to view.
USD – UCI Demo
Have you ever presented to a room full of people or given a webinar? If so you probably know that it can be an exhilarating experience. But then you probably also know that anything that can go wrong...
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MB2-717 Certification: (Microsoft Dynamics for Sales) – Excel
As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the...
View ArticleDisable/Hide an option set value
We use option sets quite often. Regularly I get asked to change the values of these as business requirements change.Is there a way to disable an option set value, or hide a value that is no longer...
View ArticleRestrict or Hide options in option set
Hi, In our opportunities form, I'm using 2 option sets to capture the 'Estimated Purchase Time frame'. One for Fiscal year, and one for quarter. Our purchase time frames can span many months and this...
View ArticleCRM 2016 - KB Records on case page
I have added the Knowledge Base Search to my case page in CRM 2016.I also have created Knowledge Base Article with keywords.On the Activities tab it shows that I have created a KB article. but if I go...
View ArticleAny Experiences with Unified Service Desk with CRM Online? (Performance &...
We are considering using Unified Service Desk mostly for Call Scripting and some integration with other web-based products. I don't see a lot of chatter about it and I wonder if anyone else is using...
View ArticleUnified Service Desk client error - No applications are configured for your use
I've downloaded the latest USD version for CRM and copied the PackageDeployer (v. 3.3.0.929) on our CRM server. Then I ran the setup of the PackageDeployer and choose to install the package Unified...
View ArticleUSD : Creating a replacement parameter for each session
Hi, Can we create a replacement parameter for a session, which can hold some temporary value, based on which some actions cannot be called again and again?
View ArticleClik here to view.
MB2-717 Certification: (Microsoft Dynamics for Sales) – Gamification
As I prepare for my Dynamics 365 certification in sales (MB2-717), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the...
View ArticleUnified Service Desk - Show Custom USD Control
Hi,I have written a Custom USD Control that doesn't do a whole lot, really it's a proof of concept.I have a menu with a drop down with some items in it.What I want to be able to do is to call an Action...
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