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USD – Email Templates
I recently needed to configure my USD application to send an email based on a template. Here is how I achieved this.The situation I faced was that I wanted a toolbar button that would send an email to...
View ArticleViewing roll-up of data, Hierarchy or Teams?
Having trouble deciding which route to go. I want the VP Sales to only view items that fall under managers that report to the VP. For example, the default view for "My Team's Open Opportunities" is...
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MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Status and...
As I prepare for my MB2-716 exam I’m producing a series of blog posts that collectively should help others revising for the MB2-716 Certification. (Microsoft Dynamics 365 customization and...
View Articlereferral
Quick question, would one track referrals at the opportunity level or at the account level. Not sure what best practices are for this.Thanks!
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USD – Toolbar Positions
Until recently I have always only had my toolbars show in very specific areas of my Unified Service Desktop, but what if you’d like a toolbar to appear in the status bar or even floating your second...
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MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Relatioships
As I prepare for my MB2-716 exam I’m producing a series of blog posts that collectively should help others revising for the MB2-716 Certification. (Microsoft Dynamics 365 customization and...
View ArticleMicrosoft Dynamics CRM 2016 Certificate (MB2-712)
Hi ,I would like to ask about Microsoft Dynamics CRM 2016 Customization and Configuration Exam (MB2-712),I want to take this exam but I need to prepare for this exam first, so please can you give me...
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MB2-716 (Microsoft Dynamics 365 Customization and Configuration) –...
As I prepare for my MB2-716 exam I’m producing a series of blog posts that collectively should help others revising for the MB2-716 Certification. (Microsoft Dynamics 365 customization and...
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How to start using the Interactive Service Hub Articles
We have a bunch of Articles and we want to use them in the new Interactive Service Hub. My question(s), would be:How to transfer these articles to the new Interactive Service Hub?Is there a better way...
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MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Connections
As I prepare for my MB2-716 exam I’m producing a series of blog posts that collectively should help others revising for the MB2-716 Certification. (Microsoft Dynamics 365 customization and...
View Articleprevent save record through Javascript
I use the following condition to check a,b values before save.And I call this function form's onsave Event.if the field values a == b means i need to save the record.Else I need to show the alert.if...
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MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Entity...
As I prepare for my MB2-716 exam I’m producing a series of blog posts that collectively should help others revising for the MB2-716 Certification. (Microsoft Dynamics 365 customization and...
View Article2016 On-Premise Interactive Service / Engagement Hub Error After Upgrade
One of my organizations just gives me an error of "Sorry, something went wrong while initializing the app. Please try again, or restart the app" at "4/5 Downloading Customization" when accessing the...
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MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Connections
As I prepare for my MB2-716 exam I’m producing a series of blog posts that collectively should help others revising for the MB2-716 Certification. (Microsoft Dynamics 365 customization and...
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Microsoft Social Engagement – Create Records in Dynamics 365
Microsoft Social Engagement (MSE) is a great tool, it provides us with the capability to connect with Dynamics 365 and use record creation rules to create leads, cases (and more). In this post I will...
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How to start using the Interactive Service Hub Articles
We have a bunch of Articles and we want to use them in the new Interactive Service Hub. My question(s), would be:How to transfer these articles to the new Interactive Service Hub?Is there a better way...
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USD – Live Assist (SendMessage)
I have recently been working with Live Assist from CaféX. Live Assist is an omni-channel addition to Dynamics 365 that gives us web chat capability and more. Within Unified Service Desk (USD) we can...
View ArticleUSD tab allow multiple pages
If I allow a USD tab to host multiple pages (say, up to 5 CRM contacts), is there a way to cycle through the open contacts and find one if I have its GUID (or any other criteria really)?Related...
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