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Sales forum How do I make a related entity field unclickable?

Last replied Posted on by Kathryn10095 22

Hello - how do i make this related entity unclickable from the event product form?  I tried to make it read only and this did not work. I poste...

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Sales forum Mass edits / CSV edits / Batch uploads - how to ?

Last replied Posted on by CS-22081804-0 0

Hi!   Goal: - Conduct mass edits across multiple sales orders, without having to do it manually or one by one.   Example: - I have t...

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Sales forum How to Check Latest Modified Date and By Whom for Specific Fields in Dynamics 365 Sales

Last replied Posted on by SR-02080227-0 54

Hi everyone, I am currently facing an issue with field changes in Dynamics 365 CRM. One of our users has reported that the "Interest In" and "Speci...

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Sales forum Balancing Customization and Scalability in Dynamics 365: How to Future-Proof Your Setup?

Last replied Posted on by CU21081955-1 4

As Dynamics 365 continues to evolve as a powerful business management tool, companies often face the challenge of deciding between heavy customizati...

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Sales forum Need to use Quote ID as Name of Quote - Not Opportunity name

Last replied Posted on by AA-08081252-0 4

Hello,    The system is automatically naming the quotes generated by the team to the name of the Opportunity. We would like the quote na...

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Sales forum What are time consuming back and front-end tasks that are important for a good solution?

Last replied Posted on by CEklx 274

For e.g removal of flows, update of deprecated functions, testing of new functional released in release wave etcetc

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Sales forum Check API access on Dataverse data

Last replied Posted on by Silvia Innamorati 117

Hi everyone,   I'd like to see if anyone can export data from Dataverse to other software (using the API). Can someone help me?   Tha...

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Sales forum Add the Lookup Column in Account Entity Edit Form

Last replied Posted on by SIDDI 126

Dear All,   I am very new to CE and taking step by step activities to close my client requirement .   We have created the new entity c...

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Sales forum Best Practices for Exporting Solutions from UAT and Importing Them into PROD

Last replied Posted on by SR-02080227-0 54

Hi everyone, I am currently exporting solutions from UAT  as Unmanaged and importing them into PROD. I would like to know the best practices f...

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Sales forum Activities tab is showing under the Related, how can I fix this tab on form?

Last replied Posted on by Himanshu Kamboj 359

Hi All, I have a requirement where I want to add the Activities Tab on Contact form which should be all time visible not inside the Related Tab. Fo...

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