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Microsoft Dynamics CRM forum Auditing search bars

Last replied Posted on by CU17101826-0 0

I am a new programmer, and also new to CRM. I have been tasked with auditing search criteria entered by all users. I do not see functionality to do ...

4
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Microsoft Dynamics CRM forum extract the domain of an email in dataverse column formula

Last replied Posted on by CU27091603-0 9

Hello everyone, I am creating a calculated column in dataver and I want to extract the email domain from the email column, for example abcdef@outloo...

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Microsoft Dynamics CRM forum Custom pop ups when account record is opened

Last replied Posted on by KT-17101137-0 2

Hello,   I'm looking for a way to set up custom pop ups when an account record is open. For example, you would open the account page for Cust...

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Microsoft Dynamics CRM forum No user can make any changes to accounts

Last replied Posted on by JM-17101408-0 2

Whenever a user tries to make a change to an account the dynamic system throws the below error. This is for all users in Sandbox and prod. These use...

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Microsoft Dynamics CRM forum Adding new contacts to Campaign and sending emails

Last replied Posted on by Bigshow 6

Hi all, Quick question about campaigns. I've just sent an email campaign to a group of clients who are on a marketing list. If I add new members t...

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Microsoft Dynamics CRM forum Chart on dashboard not displaying any records

Last replied Posted on by jamest1994 3

Hi all, I've created a dashboard with a couple of charts which are blank and showing as 'no data available'. However, when clicking on 'view records...

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Microsoft Dynamics CRM forum Account Hierarchy missing

Last replied Posted on by AP-08101137-0 18

Hello everyone! Account Hierarchy seems to be missing.  When I open the Active Accounts view (or any view) the Hierarchy icon is missing. &nbs...

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Microsoft Dynamics CRM forum Foreign Key in Lead Entity Showing Contact Name in Another Table Instead of Lead Name

Last replied Posted on by Sghotekar 76

Hi All, I am working with the Lead entity in Dynamics CRM, where the foreign key from the lead is linked to another table. In this linked table, it...

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Microsoft Dynamics CRM forum dynamic crm not open last 15days

Last replied Posted on by JS-26091000-0 2

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Microsoft Dynamics CRM forum Merge permissions on security roles - where did that go in the new UCI admin?

Last replied Posted on by saturation 175

In the classic interface, there used to be the ability to turn off Merge capability (record merge, specifically) (not Word merge) in the Business Pr...

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