Canada (National) – D365/CRM

Latest Discussion Posts

  • 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 ------------------------------ ...

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