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...
View ArticleCan you use queues for opportunities or leads?
Hi Community,Queues can be used to manage cases and activities. Queue items can then be picked and ownership is assigned.However an this also be done for leads or opportunities?Help is much...
View ArticleClik here to view.
MB2-715 Certification: (Microsoft Dynamics 365 Customer Engagement Online...
As I revised for the MB2-715 exam (Microsoft Dynamics 365 Customer Engagement Online Deployment) I am creating blog posts detailing all aspects of my revision. I hope these posts will aid anyone who is...
View ArticleCustomizations -->Leads --> industrycode --> Sort order (then...
Hi all,using Microsoft CRM 365 Version: 1612 (8.2.1.176) (DB 8.2.1.176)What would appear to be some pretty basic customization has evolved into a really strange mystery.Why is itthat when I perform the...
View ArticleClik here to view.
MB2-715 Certification: (Microsoft Dynamics 365 Customer Engagement Online...
As I revised for the MB2-715 exam (Microsoft Dynamics 365 Customer Engagement Online Deployment) I am creating blog posts detailing all aspects of my revision. I hope these posts will aid anyone who is...
View ArticleClik here to view.
MB2-715 Certification: (Microsoft Dynamics 365 Customer Engagement Online...
As I revised for the MB2-715 exam (Microsoft Dynamics 365 Customer Engagement Online Deployment) I am creating blog posts detailing all aspects of my revision. I hope these posts will aid anyone who is...
View ArticleClik here to view.
MB2-715 Certification: (Microsoft Dynamics 365 Customer Engagement Online...
As I revised for the MB2-715 exam (Microsoft Dynamics 365 Customer Engagement Online Deployment) I am creating blog posts detailing all aspects of my revision. I hope these posts will aid anyone who is...
View ArticleMB2-715 Exam material
Hi guys,I am trying to find exam study material or practice tests for MB2-715 exam. Can anyone help me please?Thank you
View ArticleClik here to view.
USD – Toolbar Shortcut Keys
Unified Service Desk (USD) for Microsoft Dynamics 365 has recently been updated. The new version (v3.0) includes a new feature to add shortcut keys to toolbar buttons. I will demonstrate this feature...
View ArticleClik here to view.
MB2-715 Certification: (Microsoft Dynamics 365 Customer Engagement Online...
As I revised for the MB2-715 exam (Microsoft Dynamics 365 Customer Engagement Online Deployment) I am creating blog posts detailing all aspects of my revision. I hope these posts will aid anyone who is...
View ArticleClik here to view.
MB2-715 Certification: (Microsoft Dynamics 365 Customer Engagement Online...
As I revised for the MB2-715 exam (Microsoft Dynamics 365 Customer Engagement Online Deployment) I am creating blog posts detailing all aspects of my revision. I hope these posts will aid anyone who is...
View ArticleClik here to view.
MB2-715 Certification: (Microsoft Dynamics 365 Customer Engagement Online...
As I revised for the MB2-715 exam (Microsoft Dynamics 365 Customer Engagement Online Deployment) I am creating blog posts detailing all aspects of my revision. I hope these posts will aid anyone who is...
View ArticleMB2-715 Exam material
Hi guys,I am trying to find exam study material or practice tests for MB2-715 exam. Can anyone help me please?Thank you
View ArticleVOC - how to copy survey and move it to another organisation
HiVOC is great, but can't figure out how to copy a survey and move it to another CRM organisation.Anyone who can help me??(Also the Clone buttom does not work inside a single organisation - and I have...
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...
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 ArticleClik here to view.
MB2-715 Certification: (Microsoft Dynamics 365 Customer Engagement Online...
As I revised for the MB2-715 exam (Microsoft Dynamics 365 Customer Engagement Online Deployment) I am creating blog posts detailing all aspects of my revision. I hope these posts will aid anyone who is...
View ArticleReminders in Unified Service Desk
Someone asked me to try and debug a problem they had with reminders in Unified Service Desk.One of the sample packages for USD comes with an example of how to implement an Outlook style reminder pop-up...
View ArticleClik here to view.
USD – Outbound Phone Calls From a List
This week I gave a presentation in Dublin about Microsoft’s Unified Service Desk (USD) for Dynamics 365. At the end of the presentation I was asked a great question about how to automatically pop the...
View ArticleUnified Service Desk - Show Custom USD Control
Hi,I have written a Custom USD Control that doesn't do a whole lot, really it's a proof of concept.I have a menu with a drop down with some items in it.What I want to be able to do is to call an Action...
View Article