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StewC
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Member since ‎Apr 18, 2021
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Stew Chapin

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StewC
Member
January 08, 2025
Reply to Dynamics 365 email sync
@danmoyle , @Brenner , @RAman5 and @FransLeys thank you all for your insights. What a team! Dan, agree I'm all set, understand the integrati...read more
StewC
Member
January 06, 2025
Reply to Dynamics 365 email sync
Thanks for your note @RAman5 . I turned all the contact mappings back on -- including ones that won't be met for me, like Leads -- and it all works...read more
StewC
Member
January 02, 2025
Reply to Dynamics 365 email sync
@FransLeys , a postscript and plea for forgiveness. I just tested (in my D365 email form) changing Regarding from Contact (the auto-populated defa...read more
StewC
Member
January 02, 2025
Reply to Dynamics 365 email sync
Hi @FransLeys and thanks for your note. No, there are two similar fields: Regarding , as shown in your form above, and Related , which was intro...read more
StewC
Member
January 01, 2025
Reply to Nonprofit Donation Management
Hi @KyraL and Happy New Year! Just caught up with your post. I manage a family foundation using Hubspot and Dynamics365, and work pro-bono with oth...read more
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StewC on December 29, 2024
Dynamics 365 email sync
I have Contacts and Accounts fully sync'ed, both directions, with Dynamics 365. Just added email sync, and ran into a few curiosities: (1)I tried turning off the default mapping from D365 Leads. On Hubspot sync, the error message I get is: read more
Reply Discussion Data Sync
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