Is there any posibility to add more organizations to "CRM 2011 Online" like it has been realized in "CRM on permise" (with assistent or something like this)? I just want to get an array with multiple organizations by calling CrmDiscoveryService
thanks
You can, if you purchase a new subscription/licence.
An alternative would be to add new Business Units under one organisation.
Related
I am a novice Dynamics 365 CRM (online) administrator for a small business that offers Technical Support to our Customers. We want to transition from our old ticket system to Dynamics 365's Cases and I have been working to customize it for our needs. One area I am having difficulty with is Activities related to Cases I am following.
Using United Interface, is there a way I can display any Activities that other users have added to the Cases I am following?
Thank you
You might want to look into creating a Dashboard with a Timeline component.
And here's some additional info about the Timeline control:
https://learn.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-timeline-overview
I would like to have inside a form, the Activity panel of a related record, in particular for being able to create and modify the appointments of a lead that is related to the current record. I haven't found an out-of-the-box possibility to do this (for example a quick view form), or an external addon. But I want to try to ask: is it possible, or I need to develop a web resource, if this is worth it?
I've been tasked with migrating our companies CRM from a custom built internal solution to Dynamics CRM 2015. So far I've come a fair way figuring out things, but reporting has got me a little stuck.
What we're looking to do is to report on the following and grouped in this manner.
Parent Account
Sub Account
Cases Related to Sub Account
I'm not sure which reporting method would best suit my needs and if I'm just missing something using the grouping method on the report builder.
This is based on standard relationships (adjust according to your customizations):
Primary record type: Account
Related record type: Cases (Customer)
Grouping #1 : Related to Account - Parent Account - Account Name
Grouping #2 : Account - Account Name
Columns: Pick from Case
I want to use or get 2nd level related entity's data in Dynamics CRM 2013 workflow process but 2nd level related entity is not available
Best approach is to write a custom workflow activity to do this.
http://msdn.microsoft.com/en-gb/library/gg334455.aspx
If this is not something you can do, the alternative is to use a third party custom workflow activity that will give you what you need.
For example : http://workflowfieldlookup.codeplex.com/
Bear in mind that if you are using CRM online, some custom workflow activities may not work in the CRM online sandbox.
I was wondering how to handle LDAP address books in Outlook like MAPI one (display of all contacts in any way, like thumbnails etc...)
Of course, this can be a problem in cases of many entries, but i'd like to export all users a specific branch of my global LDAP AB. Class used in inetOrgPerson.
Actually, i can browse the contacts (only through the search field), else i have nothing under contact tab, whatever is the calendar i selected.
Is it possible ? Evolution is doing this very well, Thunderbird a bit less, but none are suitables for many reasons, so i'd have to stick to outlook 2007 or 2010.
My tests are based on outlook 2007 only.
You are mixing two things - IPM.Contact items in general have nothing to do with any address books. They are just items in one of Outlook folders, not any different from mails or appointments.
It is just that Outlook Address Book provider (OAB) happens to use those IPM.Contact items as its storage. Not all folders with such items are displayed as containers by the OAB provider.
Other address book providers (such as GAL) do not use Outlook items at all. LDAP is exactly the same way.