USD 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.
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PSA – Resource Utilization
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 resource utilization.For most professional services...
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...
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 Articlefield services for users
Is it possible to give access for field services and other modules to a user roles.By default (for non admin user) i can only see are give access to sales,services ,marketing modules.If it is possible...
View ArticleRelationship behavior on entities
Greetings,Here is the situation: I have three entities: Accounts, Orders and Orders Items. Accounts submit orders and the from the order items we add the order items.I would like to have order items...
View ArticleCampaign Activities
Hello,I recently created a marketing campaign and distributed campaign activities (phone calls) to a member of my team. I had anticipated that this would create tasks for him to call each of the leads...
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...
View ArticleWorkflow to send email to Manager on idle lead
Hi TeamWe are using Dynamics CRM Online to manage the leads. I'm trying to setup a workflow where, if a lead is not followed up/modified or in other words has been idle for last 5 days, an email should...
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PSA – Project Finder
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 project finder mobile app.The concept behind project...
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CRMUG Meeting – Birmingham 1st Feb
Feb 1st is almost with us! There are still places available at our next CRMUG meeting in Birmingham.Meet the organisers ….Imtiaz Hussain– CRM Developer & Business Data AnalystCraig Seymour–...
View ArticlePlugin for making field compulsory
I would like to create plugin so that when the form is submitted, specific fields can be made required. If the fields are not filled, the form cannot be submitted. Can anyone show me the steps of...
View ArticleDynamics 365 issues with Field Service Mobile App
Whenever I try to open any of my bookings which have been scheduled, the app gets closed unexpectedly. Expected behavior would have been me being able to view the details about the current booking. I...
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USD – Workon / LookupQueteItem Actions
Unified Service Desk (USD) for Dynamics 365 can be used in my many circumstances. One might be answering service requests from your customers, this will commonly involve agents “working” a queue of...
View ArticleDynamics CRM Online Field service
HiI have a scenario where machines belonging to individual customers are all based under one site. The invoice may either go to the site owner or the customer themselves. Has anyone else come across...
View ArticleInstall Field Service on Dynamic CRM 2016 on premise
Hi,How to install Field Service on Dynamic CRM 2016 on premise?Please let me know.Thanks & Regards,Vivek
View ArticleWhere is Resource scheduling optimization for Field Service?
Hello,I am trying to find out how to enable and use the new Resource scheduling optimization for Field Service feature but I cannot find this anywhere! Can someone help with this please?According to...
View ArticleCRM 2016 - Send an auto response to incoming email to CRM queues and avoid...
HiI posted this previously but with no great success so trying this again.We are using CRM Online 2015 Update 1, moving to 2016 Update 1 in the next two months. We use Exchange on premiseWe have 80+...
View ArticleCampaign Activities
Hello,I recently created a marketing campaign and distributed campaign activities (phone calls) to a member of my team. I had anticipated that this would create tasks for him to call each of the leads...
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