Canada (National) – D365/CRM

We are a Canadian asset manager looking to implement a CRM for our wealth management business. Are there any other Canadian wealth managers that have implemented Dynamics CRM? I would really appreciate any info and insights you can offer - we are really ...

Hi, I have a form with a subgrid. When I inserted a record into the subgrid, then saved and closed the popup window, the main form would get refreshed. But when I edit a record from the subgrid, saved and closed the popup window, the form might / might ...

Which is the best contact center solution which works with Microsoft Teams and supports Dynamics 365 integration? Does it have to be a third-party software add-on or is there any Microsoft feature? ------------------------------ Sutanuka Sarkar Application ...

I am building an App via PowerApps where a User can look up a Contact from the Dataverse, open the Contact, edit it, or create a new Contact. Usually within a Contact, there is an Account field to represent "This person is a part of this company". My ...

Hello, I have a description field in Case/Incident entity. The field in Multi line text, added Rich text controls. The data entered in CRM (formatted text) does not show properly in Portal .. Its kind of HTML code Any advise ? Thanks Mohamad ------------------------------ ...

Hey Martin, Just had a read of your challenge with the "restriction" of Case at record level. Wonder if you gotten any further since. I have done a security model for restricting cases at record level but in CRM2013 but with a single BU. So I have a ...

Please use the link below for tomorrow's meeting. D365UG Q4 2020 Meeting Agenda – Eastern Times 2-2:10 pm -  Opening remarks & DCI Community changes – Rick McCutcheon 2:10 -2:45 pm – D365 CE Wave 2 Overview -   @Todd Mercer   and   @Manasi ...

Yes - I listened in. Waiting for them to post the recording. ------------------------------ Tom Vlasic Carmel IN 563.508.0450 ------------------------------