Cancelling an event entirely
I am looking for a guide how to cancel an event from the organizer stand point.Use case example 1:There's only one week to an event and the organizer notices that only 2 people have registered for the...
View ArticlePossibility to Export Segment Members?
Hi Dynamics 365 lovers, We have eagerly started two Dynamics 365 for Marketing projects now. I am encountering one question when working with segments.Is it possible to export the members of a segment?...
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Another Summit EMEA Presentation!
I’m really looking forward to Summit EMEA this year in Amsterdam. The event runs from 27th to 29th March in Amsterdam so you still have time to register ….https://eu.usergroupsummit.com/homeThis will...
View Article!inherited roles cannot be modified
Hello - I want to add a permission for a role through the CRM Admin page.I noticed an information bar at the top of the page that says "!Inherited roles cannot be updated or modified."So to update the...
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MB 210: Microsoft Dynamics 365 for Sales – Product Catalog (Hierarchy)
As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB...
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MB 210: Microsoft Dynamics 365 for Sales – Product Catalog (Families and...
As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB...
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MB 210: Microsoft Dynamics 365 for Sales – Product Catalog (Bundles)
As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB...
View ArticleUnified Service Desk (USD) - performance
Hi there!We are currently facing some performance issues with Unified Service Desk and I was hoping that maybe someone has ran into the same issues as me. The problem is, when the user opens a new...
View ArticlePreparation material for the exam MB2-716 'Microsoft Dynamics 365...
I'm interested in the exam 'Microsoft Dynamics 365 Customization and Configuration' which is available since February 3 (https://www.microsoft.com/en-us/learning/exam-mb2-716.aspx).The problem is that...
View ArticleCalculate Age in CRM
Hi.I play around with the new CRM Online 2015(calculated field) and try to Calculate Age that base on birthdate but could not find out.Could you please give me an advise? Thanks!
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...
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MB 210: Microsoft Dynamics 365 for Sales – Product Catalog (Suggestions /...
As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB...
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MB 210: Microsoft Dynamics 365 for Sales – Product Catalog (Price Lists)
As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB...
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The USD Accelerator – Technical Guide, Release History (2_0_0_3)
OverviewThe USD Accelerator is a pre-build Unified Service Desk configuration aimed at helping speed your USD project.This post will highlight the enhancements and bug fixes released in version 2_0_0_3...
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Microsoft Forms Pro – First look
I have recently started to experiment with Forms Pro, in this post I will explain my initial tests and provide a few observations on my opinions so far.Spoiler alert… I like Forms Pro. Ok, it has a...
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MB 210: Microsoft Dynamics 365 for Sales – Lead Management
As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB...
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MB 210: Microsoft Dynamics 365 for Sales – Opportunity Management
As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB...
View ArticleHow to use the feature "Display Label on the Dashboard"?
I want to add a label to a component (list) on my dashboard. I checked the option "Display Label on the Dashboard", and view selector=show selected views. I couldn't see the label. If I selected "view...
View ArticleRollup field calculation not working
Hi,I am trying to use a rollup field for the first time. I have a Case entity and it's child entity 'Expenses'. Each expense record has a currency field which in turn is a calculated field. This field...
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USD 4.0 : Unified Interface Window Navigation Rule (url - tel:) not working
Hi All,I have configured USD 4.0 with Customer Service Hub application. I have a windows navigation rule and but this rule never triggers.Scenario: when I clicked on the phone number in the...
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