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Tag Archives: Dynamics 365

Duplicate error when merging 2 Accounts

8 Feb
Vivian Voss 0
Background We are working on cleaning up our CRM system and therefore I was trying to merge two Account records. Very standard and nothing special about the records either. It is something I have done successfully a hundred of times ... Read more »

Dynamics 365 Duplicate error, Dynamics 365, Merge, Relationships

Lead qualifying – no data from ClickDimensions

15 Feb
Vivian Voss 0
Background We were upgrading our ClickDimensions solution from v.9.6 to 9.10 on a Dynamics 365 On-Premise v.8.2.1. Looking at the release notes from ClickDimensions, it did not seem like a burdensome task. Mostly improvements to the existing functionality and of ... Read more »

Dynamics 365 ClickDimensions, contact, Dynamics 365, lead

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I am Vivian and welcome to my blog. Here you can follow my path to finding my way in the exciting world of CRM and travelling to different places in the world.

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