Lookup vs connections for accounts/contacts
We're currently struggling with how to relate accounts and contacts in our implementation. The idea of a person having a single organization to which they belong (via the OOTB lookup) doesn't really...
View ArticleGPRS integration with MS CRM
Hi,If anybody knows how to integrate GPRS in MS Dynamics CRM 2016.Help me out in this.Regards,Gopinath V.
View ArticleI am new on CRM please suggest me some books, tutorial and other guidance
i have a hands on experience on share point & server infrastructure..your'r help is highly appreciable ...
View ArticleSending email to the every 10 th phone call record
Hello Team,I have a requirement where I have to send an email to contact whenever a 10 th phone call record is created.Can this be created through workflow or plugin? I am assuming that this can be...
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MB2-710 – Importing Data
As I revise for the MB2-710 exam I am creating posts covering all aspects of my revision. Hopefully collectively they may help others prepare for the MB2-710 certification. (Microsoft Dynamics CRM 2016...
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MB2-710 – Configure Subscriptions
As I revise for the MB2-710 exam I am creating posts covering all aspects of my revision. Hopefully collectively they may help others prepare for the MB2-710 certification. (Microsoft Dynamics CRM 2016...
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Dashboard Showing Totals Not Charts
I have created a Dashboard to quickly view sales progress, but I would like to see just the total, not the total in a chart, is that possible without XML editing?
View Articlegiving coupon
hiI need a big favor, I want to give 4 code to my customer when invoice is complete.and I want to that 4 code become lead. how can I do it?????????
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Field Service - SharePoint on line - Account Common Documents
Hi,I install SharePoint online on DEMO CRM 2016 U1 and i see a DOCUMENTS link in Common Menu of Account Record:But if I install a Field Service or Project Service I don't see more:The link is visible...
View ArticleMicrosoft Dynamics
Good DayI am busy with a trial for Microsoft Dynamics and am a bit frustrated.I am a consultant working in Sales across 4 different companies. Therefore I earn commission from 4 different sources -...
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MB2-710 – User Management
As I revise for the MB2-710 exam I am creating posts covering all aspects of my revision. Hopefully collectively they may help others prepare for the MB2-710 certification. (Microsoft Dynamics CRM 2016...
View ArticleUSD - Is it possible to display a hosted control like a MODAL pop up on...
What I wanted to do is on trigger of an event in USD, a hosted control which contains a custom XAML page will appear in USD like how a modal was being displayed.Thanks in advance!
View ArticleCRM integration with hosted telephony (VoIP)
Hi allWe have a new phone system using VoIP with the handset Yealink T23G. We would like to integrate this with our Microsoft Dynamics CRM so that users would be able to at least:- Record call activity...
View ArticleQuestion - Incoming Email "Owner"
Hi,We are on CRM Online 2016 (latest version) and I have a question regarding the ownership of incoming emails when an email is synchronized server-side.We have a queue mailbox "Support" which uses...
View ArticleOpen new case in new tab USD (Unified Service Desk)
Hi,I need open a new tab in USD when click new case button (ribbon toolbar crm). By default it opens in the same form (Incident)Any ideas about this?Thanks in advance
View ArticleHow to find all team members associated to an individual account or contact...
Hi Everyone, Today I was working on advance find and landed into scenario where I need to retrieve all the team members(Users)who have access to that single record(Account, Contact, Opportunity). I...
View ArticleWhen I updated the Opportunity Business process Flow with new Yes/no two...
Hi I've recently updated the opportunity business process flow with some new yes/no two option sets but when I go back to the old opportunities, it appears to have locked the yes/no function set and I...
View ArticleLimiting a Product List in FIeldOne Sky
Hi,We've recently begun to use FIeldOne Sky (8.3.100) on a tablet for our engineers, however, when they're in the field and trying to find products that they need to order for a customer, they have to...
View ArticleSharing records through Workflow
Hello,What I'd like to accomplish is when an Account is assigned to particular user, that it gets shared with their team. This particular user is in a different business unit above them and has...
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Problem Creating SLA record for custom entity
Hi everybody when i try to create SLA just for a specific custom entitiy the field "applicable from" which should show all datetime fields on the entitiy only shows yes\no options, and when i save i...
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