Dynamics Communities | Debra Bodham | Activity https://dynamicscommunities.com/community/members/debra-bodhamweareumi-co-uk/activity/ Activity feed for Debra Bodham. Tue, 19 May 2026 16:10:46 -0400 https://buddypress.org/?v=2.21.1 en-US 30 hourly 2 cd54dc94d8684f96257d3d6f6321af69 Debra Bodham started the discussion Schedule Boards in Customer Service Hub and custom apps in the forum Dynamics CE / CRM https://dynamicscommunities.com/community/groups/dynamicscecrm/forum/topic/schedule-boards-in-customer-service-hub-and-custom-apps/ Tue, 06 May 2025 13:28:15 -0400 Schedule Boards in Customer Service Hub and custom apps

Hi,

we currently use the Schedule Board in the Customer Service App for our Tier 1 Advisers to book appointments for Tier 2 advisers. This works as expected.

However, we now have other departments which want to use the same functionality but I can’t seem to find a definitive guide to having multiple schedule boards. Does anyone know of one?

The…

Read more

]]> 19957e5c97e7f93b399a83d7ce2ee91d Debra Bodham started the discussion Assigning to a user in the forum Dynamics CE / CRM https://dynamicscommunities.com/community/groups/dynamicscecrm/forum/topic/assigning-to-a-user/ Fri, 31 Jan 2025 08:48:39 -0500 Assigning to a user

Hi,
we have a scenario where we have external associates we want to assign appointments to but they will NEVER access the CRM. The reason for this is that a document will then go to the customer for them to confirm the support hours they have had with the people listed in a table.
Is there any way of doing this without the associate needing a…

Read more

]]> 85b6acb007c86b371d2627c17567061b Debra Bodham started the discussion Help with licensing costs for add on in the forum Dynamics CE / CRM https://dynamicscommunities.com/community/groups/dynamicscecrm/forum/topic/help-with-licensing-costs-for-add-on/ Fri, 31 Jan 2025 08:45:18 -0500 Help with licensing costs for add on

Hi, I’m not sure if this is the right place or not but we already have a well established CE CRM but we are branching out and need a loan management system. I’ve noticed there are quite a few in App source which use F&O. We currently have 140 licences for CE but only a handful of these will use the loan management system. Do we just…

Read more

]]> 7bde93716c081b75c8575e04303edf7a Debra Bodham replied to the discussion Filtering views or dashboards by passing a parameter in a URL in the forum Dynamics CE / CRM https://dynamicscommunities.com/community/groups/dynamicscecrm/forum/topic/filtering-views-or-dashboards-by-passing-a-parameter-in-a-url/#post-74774 Tue, 14 Jan 2025 08:09:10 -0500 Reply to Filtering views or dashboards by passing a parameter in a URL

Thanks Heidi.

Yes I have considered that just wondered if there was an option in Dynamics that’s all.

]]> 5172bae13cc0aa055b64b3db4913962e Debra Bodham posted an update: https://dynamicscommunities.com/community/p/72115/ Wed, 11 Dec 2024 14:06:15 -0500 0 d7c809edf46af8d2b3325b38c128bf20 Debra Bodham started the discussion Filtering views or dashboards by passing a parameter in a URL in the forum Dynamics CE / CRM https://dynamicscommunities.com/community/groups/dynamicscecrm/forum/topic/filtering-views-or-dashboards-by-passing-a-parameter-in-a-url/ Wed, 11 Dec 2024 13:58:01 -0500 Filtering views or dashboards by passing a parameter in a URL

Hi, I’m new to the group but this has been bugging me for ages.

I have several Projects running through D365 CE and they each want their own dashboard filtered just for a particular project and by status. In my head the answer would be to to just create 1 view / dashboard and pass the id of the project / status in as part of the URL.

At this…

Read more

]]>