Category: CRM Portal
Microsoft Power Platform 2023 release wave 2 plan overview
Admin, September 27, 2023400 Views
Microsoft has announced the latest updates to the customers which are planned to be released during the period of October 2023 through March 2024 as a part of wave 2. Below are some of the features of Microsoft’s wave 2 which are more exciting to get started with. Let’s see what new features have been […]
Read moreAttach files to Notes record of Microsoft Dynamics 365 CRM/CE from the D365 CRM Custom Portal
Inkey, September 30, 201926926 Views
From the D365 CRM portal, it is now very easy to attach files to the Notes record of an entity. In the Additional Settings area of the Entity form, there is a section named “Add Attach File”. You just need to select the checkbox for “Attach File”. Doing this will add a File Control on […]
Read moreSend the CRM portal invitation code to multiple contacts from Dynamics 365 Customer Engagement / CRM
Inkey, April 4, 20197158 Views
There are generally two ways how one can register to the CRM Portal. The first way is by clicking on the Sign in -> Register from the top right corner of the CRM Portal landing page. Once registered, contact will be created in the Dynamics 365 CE. This process is to be followed when an external […]
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