Category: Dynamics 365 CE
Recently I received the following requirement from a customer. “Could you please create a view that lists all active contacts that received a survey invitation but did not yet answer…
A client recently reported that they had a lot of ‘bad contacts’ in their CRM system. They complained about contact records with only the email address filled in that seemed…
Today I discovered a very nice feature that shipped with the Release 2020 Wave 2… a PCF component that enables you to enter rich text in a ‘Multiple Lines of…
Active Stage ID does not match last Stage ID in Traversed Path
Today I encountered the following error message in the failed system jobs. This was generated by a workflow that will update the active stage of a business process flow record…
Why would we want to do that? Many of our customers are using an ERP system in combination with CRM. For example, Navision in combination with Dynamics 365 CRM. In…
The other day I was in need of cloning Activities from a Lead to an existing Contact. As it seems, this is not standard behavior of CRM when qualifying to…
Since Microsoft does not provide an example on how to use fetchXml queries with the Xrm.WebApi calls in JavaScript, we at Thrives feel the moral need to provide you at…
The last couple of months, Microsoft has invested heavily in simplifying their Dynamics 365 Licensing model. Today I want to take the time to discuss an upcoming change regarding the…
As most of you already know, there are a ton of new features in the upcoming Dynamics 365: 2020 Release Wave 1. In this post, we’ll go in depth on…
For some of our readers this might come as a shocker, but a lot of Dynamics 365 customers are still using Dynamics 365 On Premise versions.There’s various reasons why customers…
Leandro on Closing Quotes as Won without creating Orders: “Could you share this “custom Action that calls the OOB Action called ResolveQuote” I would like to set NO to…” Jan 21, 22:57
on Generate a PDF document from a quote record (and more): “Hi, First of all thanks Rick & Nathan for the article. It was so useful for me. I found out…” Nov 23, 00:44
on Rich Text Editor: “I have just checked this and the HTML format is removed when using Word Templates. You just receive the text…” Oct 27, 09:25
on Dynamics 365 flow button keeps loading: “Hi Ioannis. As you state it’s for all entities but for some users only, it does seem like it’s a…” Oct 21, 16:26
