We are starting to use Word Templates to create documents from CRM. Some are generated through the Export to PDF button and some are generated through the Word Template button. I need to add “today’s date” to the document that will populate based on the date the document was generated – both in PDF and Word. Does anyone know the trick to get this done?

Hello Jim,

I am answering this question here as it may come in handy for another system administrator when they cannot find all the settings for their Dynamics 365 Hubs. Here is a list of URLs that you can use to access the settings, since they are not all in the Overview page:…

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Hello Heidi! Yes, that is correct. There are some users that I cannot add as a Participant to a connected chat. Both me and my colleague are system administrators. Users can add me as a Participant, but not my colleague. We have 4 Customer Care Managers with the same security set-up and users can only add 1 out of the 4 as a Participant.

Hello Tina. You have to configure the Timelines of the records you want to show Teams Chat. From the Form Designer, select the Timeline, see the options on the right panel, and check the box to show Teams Chat. You will have to do this for each Form where you want this option.

We have been using Integrated Teams Chat with CRM since the beginning of this year. We have a bunch of Users that we are unable to add as a Participant of the Connected Chat and are given an error message. We ruled out CRM security as we set up one of the Users as a System Administrator and still have the error. Any ideas on how to fix this issue?