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 »
There has always been a request for bringing in legacy data to Dynamics CRM before they migrate to you. One of the key points for going through with the shift from one system to another is the ability to have access to all the records in their legacy system in Dynamics CRM. The easy… Read More »
If you were to add a money type of an attribute as one of the columns of a view you are designing, when you try to run the view, the results page will show an error message. This is because the money type attributes require that the currency always be specified along with the money… Read More »
We can create a marketing list for group of contacts, accounts or leads and against these records we can create a Quick Campaign. This Quick Campaign would ask for the type of activity to be created for these selected records. We were required to setup a marketing list of our contacts for a mailer to… Read More »
CRM Plugins and Workflows provide the ability to pass external information to the plugins as well as receive information from plugin that can be used for further processing. Plugins: In case of Plugins, you can use the Secured Parameter and Unsecured Parameter that is available during Plugin registration to pass static information that can be… Read More »
We have noticed that a lot of Goldmine users are migrating to Dynamics CRM with the requirement to have the Goldmine History brought over in CRM. While it is very easy to get the Company/Contact information from Goldmine to CRM, one of the sore points is bringing in Email history to CRM. You will find… Read More »
One of the best features of CRM is the ability to create your own views and be able to sort on any column of the view as and when you wish without having to redesign the view. While this works great with all types of entities and attributes, we once came across with a bug… Read More »
The Price List Lookup on the Opportunity form, displays the price lists for the currency selected on the Opportunity. If no price list has been created for the specified currency it would not show any price lists in the lookup.In our case this was not the case. Here is what caused it… We once happened… Read More »