Email Marketing integration
Hello,I'm looking for a software that can integrate an email marketing software with Dynamics.I want to avoid to use an API integration, so I'd like to find a "software bridge" that can create a 2way...
View ArticleWhy is my SLA Lookup field on Case form not getting populated (or rather is...
Hello CRM World,I am bit frustrated why the in-built CRM functionality is not working. We have SLA lookup field by default on case entity correct? Every time a case is created, based on conditions one...
View ArticleEmail body of emails sent from Dynamics 365 Online are truncated
Hello,One of our users is reporting an issue with the emails she's sending form CRM. When she REPLIES to an email from CRM, the user can see the entirety of the message in the body of the email. When...
View ArticleDate format in scribe for import into CRM 2016?
I'm trying to have a specific date import from scribe into our CRM 2016 environment. The date field in CRM is set to date only. Here's an example of what I've tried for 12/31/2018 (I've tried that...
View ArticleImporting an opportunity into Dynamics using Email
I currently import excel files to Dynamics using the Data Management->Import functionality to produce Opportunities. Is it possible to import an excel file to Dynamics direct from email?
View ArticleTranslating Pipeline phases in business processes
Hello!We have a CRM 2016 on-premise with German as base language. I wanted to translate the pipeline names (e.g. 2-Entwickeln ( means develop)), but I couldn't the right place in CRM to translate it....
View ArticleWhat is the oData referring to so that I may find a better way of associate...
<service xml:base="https://[redacted].crm.dynamics.com/XRMServices/2011/OrganizationData.svc/"><workspace><atom:title>Default</atom:title><collection...
View ArticleDynamics 365 CRM V9: Email activities not recorded on cases
Email activities responded to from a case in CRM are not displayed on the activities payne; however, they are displayed on the associated conatct.More Detail:An email activity is created for a case....
View Articlebest way to open form in editable grid
how to open the editable grid from form. as it is pretty difficult to open the form from editable grid
View ArticleProcess not showing up in the Settings>Processes views
I have an entry with the Component Type of 'Process' that shows up in the dependencies list of a certain field of an entity. I then go to the Settings>Processes views and look through them or do a...
View ArticleSub-grid across entities
Hello experts, We have encountered the following problem while working on the sub-grids of activities:There is an entity A here, and in the sub-grid area we put a sub-grid of entity B (let's call it...
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Dynamics 365 not syncing with Linked In Sales Navigator
I am trying to sync my Dynamics 365 account with Linked In Sales Navigator. It looks like the CRM is connecting, but not all the way as there is an invalid sync dateI am also trying to make myself an...
View ArticleAutomating a field to pick up an agents name
Hi,Is there a way to automate a field to pick up an agents name by looking at a field that has agents code typed into it? What is the best way to automate this and is there a guide that you know you...
View ArticleDoes one Email Router can be utilized for multiple Organizations in single...
Hi All,Thanks for watching my question.We are in process of installing Email Router on CRM 2013 on premise, integrate with Exchange online.Currently we have two Organizations on single instance.Is it...
View ArticleMultiple emails
Hello,Currently we have Office 365 email and we have multiple shared emails that many people use.Seeing if I can use CRM to manage these emails as emails are being deleted without anyone knowing about...
View Articleaction doesn't return data intermittently
Hi, I have some global action that return output parameters, so that I can get it from external web site. However, it is on and off, anyone has idea, I believe the it is small data set? should I use...
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The idiocy of Microsoft
Things I hate about MS support: Here's our version of D653:I type that into the suport OAS site and choose the option with the arrow:After going through the terrible form where you have to re-fill out...
View ArticleStatusReason: Incorrect and StatusReason: Cancelled
Hello People.Please your help:When does an email activity have the following Status Reason:Incorrect: ??Cancelled: ??Thanks!
View ArticlePortal issue displaying a full form
Hi guysWorking on a Portal atm and I was wondering if there is a problem with displaying the entire form in one web page? I've tried all the different Page Templates installed and some will show the...
View ArticleAuditing in Portals
Hey all, might be a simple rtfm question, but Google hasn't turned it up for me yet.If I want to see which portal user made which changes to a record at a particular time, can I see that in any way in...
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