Reporting for Marketing Lists
When creating a report for contacts (or leads and accounts), we have the ability to select contacts from associated views and that would run a contact report on those contacts.
When working with Marketing lists, and looking at the at the Marketing Lists Members (when the member type...
Add Option to Enable Security Role for Views
A few of our customers have been asking if there is a way to set Security Roles for views. We are aware of the possibility of using Personal views and sharing them with other users, but they would like to have multiple views included with the solution, and only when a user clicks on the drop d...
Prevent Deletion of Entities being referenced by Input Parameters
Dynamics 365 allows you to delete an entity when an Action has an EntityReference Input Parameter that is referencing the entity to be deleted.
This behavior causes the action to be inaccessible. The solution is to recreate the entity and only then delete the Input parameter and then d...