Have you looked at 3rd party tools? Check out Attachment Extractor from mscrm-addons

Hi there! Did you try making it as an interactive dashboard? Tier 1 & 2 are based on that – you can pick single stream or multi stream. More here: https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/configure-interactive-experience-dashboards

This won’t do the service scheduling – but it will be better than the standard ones.

Pinging some Canadian CRM peeps to help you!
@kyliekiser @rickmccutcheon @dianetaylor

Hi Mark! What sort of Dynamics Sales licensing do your users have? If you’ve got a Premium or Enterprise license, there is out-of-the-box tooling you can use.

Hmmm can you post a screenshot of the view sharing details here?

As long as both users have access to the table, the table is included in both app’s sitemaps and there isn’t any sort of column security restricting access, this should work.

Well, an OWNER must be a licensed user. But you can get that information to someone.

Depending on the specifics, the conversation isn’t CAN you, but SHOULD you 🙂
CAN you? Yes, using Power Automate.
SHOULD you? Requires more on exactly what happens after external users get the data. Check out Multiplexing for more info.

This is a great article…

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Making a ton of views is the other way to go! But gosh that’s a headache to manage in the long-term!

Hi Debra! I missed this post… by now I assume you have found a solution. In case you haven’t, have you investigated Power BI for this? It seems like the perfect fit! Add a slicer to your report page and all dashboard graphics will filter to show just the one project selected.

Hi Scott! Just from this post, I’d recommend using Contacts not tied to an Account. Contacts do not need an Account. The only reason to tie the people to one generic homeowner Account is if you need to see a 360 degree view of everything happening to every person who is tied to the generic homeowner account. If that is unnecessary, skip…

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Hey there CRM friends! A friendly reminder- nominate your CRM All-Star for 2024 today! https://dynamiccommunities.wufoo.com/forms/r15l2lb31v2lwwa/

This award is given to someone who has gone above and beyond with their CRM work in the community for the 2024 year. Take a few minutes to fill out the nomination form and let the world know who…

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D365 CE offers industry accelerators – one is for education and has pretty good assets to get you started. If you have a D365 license, you can get access to the full accelerator for free. More here: https://learn.microsoft.com/en-us/dynamics365/industry/accelerators/edu-data-model

Just be aware, though, the accelerator will include portals in…

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I don’t see those services listed at http://www.connectorreview.com. Do they have an API? Can you make a custom connector and use Power Automate?

Reparenting is complicated too. It’s changing the parent in the relationship (so only on a 1:N or N:1). I think a scenario might help:

• Chrys is a Contact in my CRM for Company B
• On the N:1 Contact:Account relationship, I have the Reparent set to its default setting.
• I update Chrys’s Company to be Company A
• The owner of Company A now has access to…

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Relationships can definitely get complicated, quickly! There are a number of relationship behaviors under the “Cascade Type” heading that is where it get tricky, and where it sounds like you might have questions.

• If you want to have all related records under an Account be reassigned when someone reassigns and account, you want the CASCADE…

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Here is the link to the release notes: https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/sales/microsoft-sales-copilot/match-email-lead-entity

Right now “General Availability” is blank. But check in every now and again!

Oh if only there were a simple answer for that…. ha! Sorry, no information about when this will be generally available – but Microsoft is aware there is a huge demand for Leads support (not to mention other tables!). If I see anything, I’ll pop back in here and update this thread.

PERFECT!!

Here’s our high five moment: 👏

🤣

Absolutely a wonderful case for Power Automate!!

You just need to figure out your trigger. It can be Excel, you can ask them to submit a web form, etc. Once that trigger happens, you may want to consider an approval flow step to check for accuracy, then create new dataverse rows!

Power Automate rocks!

This might help too… https://community.dynamics.com/forums/thread/details/?threadid=7b63e3b4-4b8a-4d6c-b98f-bcfd526d6363

Smells like it might be a funky permissions issue. Can you confirm the user has a security role that gives them write and append to permissions on Notes?

Did you hear about the 2 updates with Focused View that were announced last week?

1. Now available on all tables, even custom ones! Previously, it was only available on select Sales tables.
2. You’ll soon be able to manage it at the Power Platform Admin Center!

We did a brief review/discussion about it on Power Tips this week. Check out our…

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Yeah, I have noticed it. We need to bring more people into the discussions here!!

Can you use the out-of-the-box functionality within Word to get Today’s date? https://support.microsoft.com/en-us/office/insert-today-s-date-in-a-word-document-fe7c08fe-7192-44a5-ac0a-88ccd51532ab?ui=en-us&rs=en-us&ad=us

There’s no simple way to do it on the CRM side using field mapping.

Sharing this news that came out last night. Sign up for the public preview here: https://customervoice.microsoft.com/Pages/ResponsePage.aspx?id=v4j5cvGGr0GRqy180BHbR2Op45GvXgdBlJHV8ey5SDRURE5WUUYxQ0M0V01NR1dUU0ZET1BQVFFWOC4u

FINALLY! Copilot for Sales will support LEADS! Well, in public preview anyway! Hopefully Opportunities will follow. This is…

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That sounds like a job for custom code! 🙂 Ping your handy developer friend for help – I don’t believe this can be done with out-of-the-box tooling. That only gives you on/off power like you’ve already found. Good luck!!

I would add a new column (field) to the case table called Initial Resolve Date (or whatever you’d like). Then add a flow/workflow to run anytime a case is closed as resolved to put the Modified On date in the Resolve date.

Good morning CRM friends! You may or may not know that I unfortunately came down with Covid the day before Summit this year. As such, I was unable to share my prepared content. I don’t want it to go to waste, so I am inviting everyone in our community to a free Teams webinar where I will present my session! It’s this Thursday from…

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Well audit logs are stored in Purvue in online, here’s where to get those: https://learn.microsoft.com/en-us/purview/audit-log-export-records

On Prem… gosh I’m not totally sure.

Long story short: unmanaged solutions mean YES you can do this. 🙂

I actually wrote an article on here a few months ago about how to copy Prod customizations and schema only to a new Sandbox. If you need a reference/how-to, here it…

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Hi Becky! Just to clarify, you have some users who CAN access this and others who do not, is that correct? I wrote a few articles here about the integration between Teams & Dynamics. Maybe they…

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Thanks! Voted!! (Go Meron!)

What a great group of people in here!

Check out the XrmToolBox! You can use Personal User Views Migration tool to get the personal dashboard, charts and views reassigned.

Who is heading to Charlotte in October?

Who is attending Summit this year? Did you see the agenda is set? You can check it out here: https://connect.summitna.com/8_0/explore/session-gallery.cfm?sessioncategory1=7 (That link will just show the CE/CRM sessions)

Are there any particular sessions you’re excited for?

Sorry for the late reply on this one! But, I was VERY confused by it all. Thankfully, we were able to chat with MVP and Power BI Expert @belindaallen on our Power Tips series recently and she really helped clear up how it fits into the larger D365/Power Platform realm.

https://www.youtube.com/watch?v=A1gozJqGUSQ&t=724s

Once anything in the Subject of the email is changed, it will no longer track future correspondence. Old correspondence will remain tracked.

To more directly answer your question, are you exchange online? On Prem? Version? That’d be an Exchange setting, I believe. I am unaware of anywhere in Dynamics/Dataverse where you can configure that.

Hi Jim,

I actually wasn’t aware there was an issue! When I saw your message, I checked my Power Platform Admin center and it looks like an update was applied:

June 5, 2023 1:07 PM EDT · Quick update

“Telemetry indicates that service availability is at approximately 99.9% across the service. We’re continuing to isolate a small number of…

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Hi Chrys!

I want to make sure I understand your ask (requirement) here. Can you let me know if this is what you’re looking to do?

– You want to update Origin on the CASE to include Task, Appointment and Custom.

And once that is done, you need the following to be true:

– When an email is converted into a CASE, the Case Origin should equal Email.

-…

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Connections sounds like it could do what you’re looking for. Here’s a link to some MS documentation that may help: https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/connection-entities?view=op-9-1

Have you looked into Dual-Write? That’s the big F&O-CE integration tool. It’s picky though… enjoy 😉

@kyliekiser is our resident expert in AI – I’m sure she will chime in here with her thoughts! 😄

Hi Chris! Welcome to the community! You might like one of my recent articles about Viva Sales 🙂
https://dynamicscommunities.com/ug/dynamics-ce-crm-ug/a-week-in-the-life-with-viva-sales/

I’m a big fan! Let me know if you have specific questions, I’d be thrilled to chat more about it. I’ve been sort of documenting my way through it as I implemented it.

This is an interesting post! I’ve not heard the negative feedback – what have you heard? There’s a native integration between Outlook & Dynamics 365. I’m not sure I would recommend a 3rd party tool when you can link them so easily. But that’s just me 🙂

I look forward to hearing what others think!

@kyliekiser do you know of 3rd party tools…

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Hi CRM friends! Are you looking to dive deeper into the Power Platform? If so, consider joining @belindaallen and I as we teach a 4-day in-person deep-dive workshop at Academy just before Summit.

We are still finalizing the content agenda, but it’s looking like this right now:

• Day 1: Intro to the Power Platform & Demos, Dataverse 101 (adding…

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Good morning Power Platform friends! Are you new or new-ish to the Power Platform? If so, consider attending the Power Platform Masterclass 4-day workshop before Summit in October! I’ll be teaching it with fellow MVP Belinda Allen.

We are still finalizing the agenda, but it’s shaping up to look like this:

• Day 1: Intro to the Power Platform &…

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I’ve started test-driving some of the early access features in a trial environment. I REALLY like the Pipeline View for Opportunities, available in Dynamics 365 for Sales. I suspect it’s only available for users with the Dynamics 365 Sales Enterprise or Premium licenses, since Deal Manager is part of it.

Has anyone else played around with it yet?…

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Lots of neat things coming! @kyliekiser & I actually just recorded a video about the Power Apps updates we are looking forward to. https://youtu.be/bF-tkCswfTw