Like most Contact Managers, Dynamics CRM too provides the Mail Merge ability. Recently we spent quite some time trying this out and we would like to share some of the findings that I am sure would assist other beginners in this area1. Mail Merge functionality has been added as a privilege and so only users… Read More »
CRM allows you to add/update/delete the picklist options of a picklist attribute. However, like most other contact managers that store the text/reference of the deleted picklist option in the records where it had been used, CRM does not store the reference. It differs in this regard. Once a picklist option has been deleted, all existing… Read More »
By default the max number of tabs allowed in CRM Form is 8. The max tab limit is defined in JavaScript of formeditor.aspx. This page can be found at the following location “\Microsoft Dynamics CRM\CRMWeb\Tools\FormEditor”. You can change the count specified in the _iMaxTabs to increase the count as shown in the below screenshot. Note:… Read More »
Global Functions: There are various global functions which provide information about the client system. IsOnline: This will return if the form has been opened from an Online or Offline system. This could be helpful if you would want a particular feature to be made available in a specific mode only. Example: if (IsOnline()) { alert(“You… Read More »
The regarding lookup windows generally displays a list of all entities that can be associated with an activity. Quite often this feature becomes quite an issue with the users always having to select the appropriate entity from the list before applying the search. The longer the list of entities the more time consuming it is… Read More »
Though CRM is not an accounting system, it has worked towards coming pretty close to working as Quoting solution as well. It has incorporated the concept of Discount lists that is widely available in accounting systems to enable Volume discounting. There are two types of Discount List that can be created in Dynamics CRM (i.e.… Read More »
There have often been requests for displaying the Activity Parties in the Activities/History tab of Account/Contact. The details in these views are gathered from the ActivityPointer entity. The activity pointer entity is not customizable and so you are stuck with not having the activity party information like Sender/Receiver not being available for reference in the… Read More »
One of the not so widely discussed features of Dynamics CRM is the Sales Quota. You are bound to have missed this feature unless you have completed the Fiscal Year settings of the CRM organization.To set the fiscal settings of the system, Go to settings Business Management and click on the Fiscal Year Settings. Suppose… Read More »
It has often been seen that a RetrieveMultiple query that is very easy to write using the server side Query Expression objects using CRM webservices becomes difficult to achieve if we need to create a SOAP message for the same. In this article we hope to explain each of the elements involved in the writing… Read More »
We came across this really tricky situation and we would like to thank Microsoft for having a KB article (http://support.microsoft.com/kb/949941) for this. We wanted to bulk edit a few of the accounts using the Actions => Edit option. The form that comes up here displays all attributes available for the Account entity. You would however… Read More »