Dynamics Community Forum Thread

Category

Status

Sort by

Filter

Topic

Replies

Unanswered

Customer experience | Sales, Customer Insights, CRM Restricting System Views to Security Groups

Posted on by TH-06061438-0 0

Hello everyone, I'm currently doing some development work in Power Apps for our Dynamics 365 CRM. A problem that I'm having is restricting ...

Like (0)

Report

0
Replies

Unanswered

Customer experience | Sales, Customer Insights, CRM Relate submission to website (msdyncrm_website)

Posted on by StevenTeunissen 0

Hi, We are working on the migration from Outbound to RealTime marketing. We have a customization which is based on the msdyncrm...

Like (0)

Report

0
Replies

Unanswered

Customer experience | Sales, Customer Insights, CRM Timeline Shows Rich Text Editor for Read-Only Email Activities – Unexpected Behavior

Posted on by Nitesh Raj 142

Hi all, We're experiencing a strange issue in our Dynamics 365 Sales environment. Recently, the Rich Text Editor toolbar started appearing on email...

Like (0)

Report

0
Replies

Unanswered

Customer experience | Sales, Customer Insights, CRM Currency change in global search

Posted on by CU06060725-0 0

My d365 sales has a quick find view which is always showing currency only in usd and cad. But the same field is used in open opportunities view whic...

Like (0)

Report

0
Replies

Unanswered

Customer experience | Sales, Customer Insights, CRM Field Security Profile on a read-only field error when trying to save the whole form

Last replied Posted on by EC-04061434-0 0

In my dynamics environment, I have a user Foo who has generic All field security profile in all forms and a user Bar who ha...

Like (0)

Report

1
Replies

Suggested answer

Customer experience | Sales, Customer Insights, CRM Dynamics 365 - error message when trying to access Excel on-line (table specific)

Last replied Posted on by DI-01051556-0 5

I'm trying to edit data on a particular table using Excel online (which I have used without issue previously) I receive the following error...

Like (0)

Report

2
Replies

Unanswered

Customer experience | Sales, Customer Insights, CRM Quotes no appearing in Sales Accelerator My Work List

Posted on by Samantha73 2,914

Hi I have tested sales accelerator and it is driving me crazy. Figured out that the regading record should have the same owner/team as the use...

Like (0)

Report

0
Replies

Unanswered

Customer experience | Sales, Customer Insights, CRM Allocated Quantity in Sales Order view

Posted on by DM-05060449-0 0

Hello, Is there a column for allocated quantity on a sales order? For example, for some PO's I will allocate stock and some might be short...

Like (0)

Report

0
Replies

Unanswered

Customer experience | Sales, Customer Insights, CRM Sales accelerator Sequence - Advanced config options

Posted on by Samantha73 2,914

Hi All Looking at building sequences I cannot see any advanced options. For example when a quote is activated wait for 3 days and create follow up ...