Campaign 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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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....
View ArticleCRM USD - Catch "Click-to-dial"
Hi there,I have issues with the "click-to-dial" functionality of CRM 2015. I use USD for CRM and what I try to do is catching the "URL-call" from CRM when I click on a phonenumber of a contact or...
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...
View ArticleProject Service
Hi there,Is there anyone who can direct me to where I can get complete setup information for the project services add in.I have watched the videos on the dynamics learning portal and as good as they...
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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....
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...
View ArticleRe-calculate Roll-up field from JavaScript
Hello Experts,I kind of know it is not possible, but is there any supported / unsupported way to force the form to recalculate a roll-up field through JavaScript. If not possible through JS what about...
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...
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USD – Customization Files
I was recently asked a question about Unified Service Desk! This time it was how to use customization files. In this post I will answer that question.Customization files can be used to push custom...
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MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Mobile...
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 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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MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Mobile...
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 ArticleDynamics for an IT Service Company
Hello,Does anyone here use Dynamics 365 within an IT Service environment.Specifically for Projects, service tickets, customer portals, resource management, contracts etc.If so, how does it stack up...
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MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Business...
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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D365UG/CRMUG Birmingham – September
The next exciting CRMUG meeting for our Birmingham Chapter will be on September 13th at 6:30pm. Put this date in your calendar NOW!One of the key reasons for attending this event is networking. It’s...
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MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Workflows
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 Articlefield service
hi all,i am trying to automate generating work order ,i am not sure about it ,,,There is an option with is Resources Scheduling optimization but it is not supported because i am running dynamics 365 On...
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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MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Dialogs
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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