Allowing other users to send emails in your behalf

I have seen multiple times errors in workflows or plugins that send emails regarding the fact they can't send emails on behalf of others, this is because the user configuration is not set to allow this functionality. To allow other users to send emails on your behalf follow the steps below: Go to "Options" in … Continue reading Allowing other users to send emails in your behalf

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Changing max number of records per page in views

Sometimes we could need to see more than 50 records per page in our CRM views. On the OOB configuration, the max number of records per page is set to 50, however this can be changed in the "Options" section, see how to do this below: NOTE: Changing this option will affect all views in … Continue reading Changing max number of records per page in views

Record image not showing in Global Search

Problem Just after installing the v9 update for our MS Dynamics CRM 365 instance, we started to notice that when using global search, the resulting case records where not showing the record image, instead, it was always showing the default entity image. Solution Problem resides in the fact that after installing new versions sometimes there … Continue reading Record image not showing in Global Search