Jim Corriveau
Forum Replies Created
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Chris,
If Sales are consistently entering notes against their Contacts and Accounts, you have won! Good for you, and if Management wants to review the Notes, why not just create a view on the Notes entity and put it in some Management dashboard? If you include the Note title and description the Manager would only need to hover over the value in the column and the full title or full description pops up so they don’t even need to go into the Note unless there were attachments.
You could sort it, most recent first, or filter it by only last 7 days. Add a chart if you want to group it by Sales Person, Account, or Contact.
Hope this helps,
Jim
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It can’t be a permissions issue because it works for the User some of the time, but not all of the time. On notes that they have created and own. I’m leaning towards a UI thing because, when there is going to be an issue, when they click on the edit of a note the popup window shows the Add button at the bottom not the Save button, the ultimate kiss of death. Then a day or so passes and it works again, edit a note, no add button but a save button and all is good.
I can’t be the only one with the only User in the world having this issue, am I?
Thank you,
Jim
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Heidi,
I’ve tried 3 tools: Personal View Manager throws an unhandled error when I try to ‘Get Views’ on the disabled User. Personal Views Sharing does not give an option to select disabled Users and Personal Artefact Manager shows disabled Users but throws a handled exception stating that the User is disabled and then fails to run.
Is there a tool in the toolbox that you know runs on disabled Users?
Thank you,
Jim
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Aaron,
Here is what the values are in the trigger event when the flow runs. Both instances of the run have the same Change type, Table name, Scope, and Select Columns.
Thank you,
Jim
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Rick – I’m not sure this is true anymore. Our Customer Service sends emails out of CRM to just an email address. It shows the email address in red, but the email still goes and if the addressee replies to any CRM User, CRM creates a contact record for that email address. Granted, the Contact information is nothing more than an email address with all of the required fields blank, but it’s a start and it identifies the email address as legitimate since there was a reply.
Missy – Since you were able to send an email as a sys admin but not a User, then it is likely permissions related or User setting related.
Hope this helps,
Jim
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Aaron,
sorry for the delay, here is the trigger event
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Heidi,
The direct answer to your version question is: CRM/SSS and Exchange in the cloud, latest version across the board, all owned and operated by Microsoft.
A question to your question, is there a difference in delivery attempts before cancellation for the different versions and cloud/on-premise configurations? If so, do you know what those numbers are?
(It’s early-on with Dynamics Communities and, selfishly, I need this site to succeed because it’s predecessor had a wealth of information and was enormously helpful in my day-to-day. In this discussion, I only really care about the cloud version of everything, but one thing I hated in the old site was finding a discussion that answered the question for a specific configuration, but did not answer it for my configuration. This is my attempt to buck the trend of leaving different configurations out of the response, or maybe a wake up call to the site admins to add a method to give responses to the same issue for Users with different configurations?)
Thank you,
Jim
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Jeff,
The daily digest was key for me in the old site. I could quickly see all new discussions, discussions with new replies, and easily jump right to the discussion from the email. Since day one on the new site Daily Digest has not worked for me. All I get is “Daily Digest of Community Posts (coming soon). Is this feature working for anyone else?
Thank you,
Jim
