Dynamics Communities | Kristy Wilhelm | Activity https://dynamicscommunities.com/community/members/kristy-wilhelm/activity/ Activity feed for Kristy Wilhelm. Thu, 09 Apr 2026 07:09:05 -0400 https://buddypress.org/?v=2.20.0 en-US 30 hourly 2 79be7760f1d8848d3ddb193a1944e752 Kristy Wilhelm started the discussion Synced Contacts from D365 CE into Outlook in the forum Dynamics CE / CRM https://dynamicscommunities.com/community/groups/dynamicscecrm/forum/topic/synced-contacts-from-d365-ce-into-outlook/ Tue, 04 Jun 2024 13:43:35 -0400 Synced Contacts from D365 CE into Outlook

Hi all!

I was wondering if there was a way to sync contacts from D365 CE to Outlook contacts that you are not the owner/assigned contact for in CE. We have several contacts saved in CRM that communicate with multiple sales people and only the one that is listed as the owner of that Contact record in CRM is able to sync that record to his…

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]]> e6b3528c19c8a88f1691f2722f3a491a Kristy Wilhelm started the discussion Power Automate - Editing Flow Stored in Active Unmanaged Layer in the forum Power Platform https://dynamicscommunities.com/community/groups/power-platform/forum/topic/power-automate-editing-flow-stored-in-active-unmanaged-layer/ Thu, 09 May 2024 21:11:37 -0400 Power Automate - Editing Flow Stored in Active Unmanaged Layer

Hi all —

I have been gifted some older Power Automate flows to manage and when I open a couple of these flows, I get this yellow banner across the top that says: “Editing this managed flow will create customizations stored in the existing active unmanaged layer.” I’m not quite sure what this means, but I assume it has something to do with…

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]]> 5ae4850a88bc7599e17f018fe01a7843 Kristy Wilhelm started the discussion Convert Saved Excel CE Report to Template? in the forum Dynamics CE / CRM https://dynamicscommunities.com/community/groups/dynamicscecrm/forum/discussions/convert-saved-excel-ce-report-to-template/ Tue, 16 May 2023 16:22:43 -0400 Convert Saved Excel CE Report to Template?

Hey all,

Is it possible to take an excel file that is actually a saved report that I created in CE and upload it as a template? The attached photo is the two entities I am using in my report.

This is the message I keep getting when I try to do that: “The file is invalid. The original data worksheet has been deleted or removed.”

If anyone has had…

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]]> 5523247a42bec1faf1e55a70ea72fb01 Kristy Wilhelm updated their profile https://dynamicscommunities.com/community/p/33825/ Wed, 10 May 2023 13:55:46 -0400 0 2b80762c9e8d7b20bcb65e45a39c330d Kristy Wilhelm changed their profile photo https://dynamicscommunities.com/community/p/33824/ Wed, 10 May 2023 13:55:22 -0400 0 8e16e438a9673fd5400ceffbee6abd71 Kristy Wilhelm started the discussion Power Automate - Connecting to multiple environments in the forum Power Platform https://dynamicscommunities.com/community/groups/power-platform/forum/discussions/power-automate-connecting-to-multiple-environments/ Wed, 10 May 2023 13:52:20 -0400 Power Automate - Connecting to multiple environments

Does anyone know – is it possible to connect to multiple environments within a Power Automate flow? Is there a specific connector that would need to be used to accomplish that?

For example: Do a lookup on a F&O entity and then update another entity in CE.

]]> df9072940c87a2239a2082794c145aa4 Kristy Wilhelm joined the group Power Platform https://dynamicscommunities.com/community/p/33711/ Fri, 05 May 2023 13:46:22 -0400 0 d6184a537ce608c18c07d561fedce475 Kristy Wilhelm joined the group Customer Experience (CRM) https://dynamicscommunities.com/community/p/33623/ Wed, 03 May 2023 22:32:00 -0400 0