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Assigning Privileges to a Team

Hi,I have users in a single Business Unit, where they are then split into Teams within the Business Unit.  I have given the users write access to their records only - set privilege at User.  I now want...

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Managed and unmanaged solution used in which scenario

Hi All,My question is i have a 4 instance of my crm, test environment, dev environment, prepoduction environment and production.see the below scenario-1)if i have a custom code which  i am  develping...

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What is the point of the new Due field on phone call?

In CRM Online and CRM 2016 on prem, there now is a Due field on the phone call entity in the Activity Pane. What is the point of this field? As soon as I save the phone call it is saved as completed....

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Is the DLP training for CRM 2016 Installation (MB2-711) enough to pass?

There doesn't seem to be a lot of training material for this exam. The Microsoft site points to the DLP\PartnerSource for the self-paced. I am just wondering, is this actually enough to pass the...

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Unified Service Desk

Hello,I have a problem with my configuration of the USD. I have followed a training of Neil Parkhurst on Youtube. I configured the USD exactly as he described, but i am getting some errors with my...

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Populate Custom Lookup field with PartyList Field

Hi all.I was wondering if you could please assist.I have created a custom lookup field on the email record that i want to populate with the "From" field (PartyList).Does anyone have the correct...

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Workflow wont trigger on last Stage in Stage Exit

In the Opportunity "Business Process Flow" I added a workflow at the Last Stage of the process "Close".The workflow is supposed to trigger on "Stage Exit".  But it doesn´t.The workflow just update a...

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Is the DLP training for CRM 2016 Installation (MB2-711) enough to pass?

There doesn't seem to be a lot of training material for this exam. The Microsoft site points to the DLP\PartnerSource for the self-paced. I am just wondering, is this actually enough to pass the...

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MB2-713 CRM Sales Exam

Hello All,Please anybody share some sample questions for MB2-713Thanks in Advance

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what is scope of entity?

What is entity and scope of entity

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Workflow wont trigger on last Stage in Stage Exit

In the Opportunity "Business Process Flow" I added a workflow at the Last Stage of the process "Close".The workflow is supposed to trigger on "Stage Exit".  But it doesn´t.The workflow just update a...

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JavaScript – CRM.Page.data.entity

In this post I want to quickly review some of the commonly used methods of XRM.Page.data.entity in terms of Dynamics 365 JavaScript.I won’t document all of the capabilities here, just some of the...

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Dynamics 365 – Offline Options

I have recently been working on a project when the customer needed access to CRM whilst offline. We therefore researched a number of options and highlighted strengths and weaknesses of each. The...

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Mohamed Mostafa

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Dynamics 365 – Mobile Offline

I recently configured the mobile offline capability for Microsoft Dynamics 365 for phones and tablets. This post describes the process and highlights a few challenges I needed to resolve.The Dynamics...

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PSA – Video Guide, Episode One

Project Service Automation (PSA) for Microsoft Dynamics 365 gives us powerful / flexible project management capability in “CRM”. I have recently created several blog posts explaining its capabilities....

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CRM Online (Trial) + USD

Hi all,I am currently in the mids of exploring the posibilites for Unified Service Desk.So far i have succesfully created a few hosted controls, buttons, actions, session lines and navigation rules.So...

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PSA – Video Guide, Episode Two

Project Service Automation (PSA) for Microsoft Dynamics 365 gives us powerful / flexible project management capability in “CRM”. I have recently created several blog posts explaining its capabilities....

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USD – Quick Start Tutorial

Unified Service Desk (USD) for Dynamics 365 is a great tool for contact centers or other high volume environments. This video will help anyone wanting to get up and running with USD quickly.Unified...

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PSA – Video Guide, Episode Three

 Project Service Automation (PSA) for Microsoft Dynamics 365 gives us powerful / flexible project management capability in “CRM”. I have recently created several blog posts explaining its capabilities....

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