Category: Sales
Buildup to our problem Since the release of Dynamics365 V9, whenever you fill in the Contact field (parencontactid) on an Opportunity, Microsoft automatically creates a Stakeholder connection record between the…
Up until now, CRM Portals acted mostly as a self-service customer service for existing clients. It’s traditionally a place where they can follow up on existing orders, tickets, projects and…
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Madhusudhan on ‘Cannot insert duplicate key’ when cloning Activities: “Hi Thanks for this post. We were trying something similar, but we are getting error “Cannot insert duplicate key” only…” Nov 22, 02:47
on Closing Quotes as Won without creating Orders: “Do you have a solution wherein you arranged all of this? If yes, would you like to share this?” Oct 11, 11:42
on Filter Customer Lookup fields in Dynamics 365: “Hi, thanks for the post. but I am writing to point out one issue in your blog post. “Text Color”,…” Oct 6, 07:54
on Stop queues from automatically creating contacts: “Only microsoft could pull this sort of stunt. Thanks man for helping me find this out.” Aug 25, 13:24
