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Microsoft Dynamics CRM forum Bulk import: Notes in the new UI

Last replied Posted on by Aya Lauron 0

Hi there, we've been having an issue with bulk importing notes as it seems to have removed the mapping to "Regarding" field. Does anyone know a way ...

2
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Microsoft Dynamics CRM forum System fields Createdby and Modified by are not getting updated as logged in user.

Last replied Posted on by NV-12080530-0 8

Hi  I created a custom table in Dataverse. This table has the system fields Created by and Modified By, which should get updated as logged in ...

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Microsoft Dynamics CRM forum Salesperson Security Role being able to update contacts

Posted on by JM-07102008-0 0

Hi,   What security role needs updated so that users with the salesperson role can update contact first and last name. Is it possible to have...

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Microsoft Dynamics CRM forum Can't login to account

Last replied Posted on by TC-23091842-0 4

I am trying to login to my account and get an error

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Microsoft Dynamics CRM forum Could not use view or function 'fn_FilteredOpportunityTDSGlobal' because of binding errors.

Last replied Posted on by Harshitha K 71

Hi All,   I am trying to use the Visualize a view button in Model driven Power App. In the Dev environment , the button works fine and giv...

1
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Microsoft Dynamics CRM forum Import or Edit Existing data via NEW LOOK

Last replied Posted on by AB-07101025-0 2

In the NEW LOOK, i managed to find the Imports section in Advanced Settings > Data Management > (preview) Imports. However, this is not accept...

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Microsoft Dynamics CRM forum Outlook sync

Posted on by Kooperativa 10

Hello,   We are trying to set Outlook plugin for users, but first of all, we need to configure and create Profile server for email approval. ...

0
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Microsoft Dynamics CRM forum Advanced Searcht under Power Platform Environment Settings

Posted on by LP-15050648-0 32

Hello, If we now want to switch to the page with the old settings, a new app opens. The entire menu bar is now under the navigation on the left-han...

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Microsoft Dynamics CRM forum Why can I not select a "Primary action type" in the Action in Power Automate

Last replied Posted on by CU07101031-0 0

I'm trying to create a custom Action Card/Insight Card in Power Automate. I have the Premium license and I'm system admin.   In the Action i...

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Microsoft Dynamics CRM forum Contact CRM User Registration License

Posted on by 영트-07100716-0 0

Hello. I am a Dynamics 365 administrator. Sales team members and other employees who are not licensed for Sales Enterprise must be registered as act...

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