Tags » CRM

“the requested formId is not a valid form to display for this user” exception while opening a record inside Dynamics 365.

Recently while opening a marketing list record inside Dynamics 365, we got the below issue.

The issue was because we had multiple marketing list forms and the one the user had accessed last had all the security roles removed from it. 17 more words

Microsoft Dynamics CRM

Modify Form fields from a Web Resource

In a custom entity, I have a Form from which I can call a web resource(HTML) that shows information retrieved from other entities to the user. 115 more words


Advanced Find - "NOT IN" Query is Supported in v9.0

Dynamics 365 9.0 supports “Not In” \ “Does Not Have” type of queries as an OOTB feature in Advanced Find. In previous versions of Dynamics 365 had no this feature but there were some custom solutions to facilitate this problem. 152 more words


How Airlines are Capitalizing on Your Personal Data

Photo from Shutterstock

Original article from Bloomberg

Airlines have long-collected our personal data such as records of flight times, how often you fly, what services and extras you frequently purchase, and even your drink of choice. 247 more words


Working in the Winter

Specializing in forestry archaeology in Alberta, I haven’t had much opportunity to work in winter conditions. One of the nice things about forestry is its relatively long planning horizon and the flexibility to schedule our work. 485 more words


What do you do when your customers stop using you?

Call them? Write to them? Email them? Visit them?  It may seem obvious but a lot of companies do absolutely nothing!

We recently completed a campaign for a client helping them get back in touch with 1000 or so Dormant customers. 75 more words

Direct Mail

Be Smart. Manage Your Sales Effectively

If you’re into sales, the following questions would surely be at the back of your mind.

  • Is your firm’s sales cycle operating smoothly?
  • Are you aware of all your existing leads in your pipeline?
  • 190 more words