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Dynamics 365 general forum How do I fix the total estimated revenue field in a Source Campaign Associated view please?

We're just testing the use of the 'Source campaign' field in opportunities. Here's a test group of 4 opportunities linked to a campaign, 3 of ...

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Dynamics 365 general forum User, Team and Security Role Administration

Posted on by AK-31101350-0 0

I just can't believe how complicated the User/Team administration has become in Dynamics 365. There are some features I really miss, but maybe I am d...

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Dynamics 365 general forum Looking for an unknown underlying process

Last replied Posted on by fsuarezoedt 0

Hi We have D365 since 2017. At that moment we payed to an external firm to create the system and they are out of business. When the initia...

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Dynamics 365 general forum Unable to remove JavaScript on view column

Last replied Posted on by gjayn84 54

Hi everyone I'm not a Dynamics expert and am struggling with an issue that's come up on our Dynamics environment, which was created by peop...

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Dynamics 365 general forum Code to reopen the closed leads using web api

Last replied Posted on by EKL 0

Hi, I need code to reopen or reactivate the closed leads using web api,similar to Reactivate lead button.

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Dynamics 365 general forum Home Screen shortcuts

Last replied Posted on by MH-12092052-0 22

Hello, I have created few shortcuts for me in the home screen, is there a way I can create a folder there that shows all the shortcuts I have create...

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Dynamics 365 general forum Character Limit Exceeded using Queries to build Dynamic Segment

Posted on by MB-29102043-0 2

Hello, I am building a Dynamic Master Segment using a list of rep agency emails. I used a new query block for each agency email address. I st...

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Dynamics 365 general forum Issue in sending bulk email to marketing list members in schedule time

Last replied Posted on by SN-29100913-0 6

i'm using marketing list with quick campaign to send bulk emails to accounts/contacts but the problem is the email is going instantly. i want to sch...

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Dynamics 365 general forum Cannot preview pdf documents in Timeline in Cases

Last replied Posted on by FM-22040757-0 33

Hello, it has been a few days now but users cannot preview pdf documents anymore in the Case timeline. They now need to download the docume...

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Dynamics 365 general forum Weird colors in views