Quite often there stems a need to have the CRM views sorted by more than one column being displayed. Say you would first like to sort accounts by Type followed by City and then by the account name. Using the CRM view designer, we can only provide the sorting for one column. You can however… Read More »
Unfortunately we had our CRM down because the CRM database was marked suspect in SQL. Had a tough time getting it back. Here we share our experience and the steps/commands that helped us get our system back up and running. These may not be the only way of fixing it and perhaps not everyone’s problem… Read More »
We had written on CRM Entity Relationships in one of our earlier post on this blog. To take this further today we would like to discuss the way the settings for the Cascading Rules affect the related entities when an action is performed on the main entity. Cascading Rules: Following action can be taken on… Read More »
This blog will help you to customize your left navigation pane settings found on entity record. Like shown in below screen shot. You can change the order as well as label shown over here but note that this functionality will only apply on custom entity and not on system entity. This is CRM functionality where… Read More »
The blog will help you in the scenarios when you requires to move records from one user to another user with some conditions. Like in scenario one of your sales rep leave the organization and you need to assign his records to the newly joined rep but you also need to keep the history of… Read More »
The blog will cover the process on how to send bulk emails using Quick Campaign as well as Campaigns with the help of Mail merge document. The Mail merge document allows ability to create your own word document in which you can format the mail content as per your requirement easily. The most useful feature… Read More »
To check the CRM data dictionary you can browse to http://servername:port/OrganizationName/sdk/list.aspx whereServerName: Name of the server with port number.OrganizationName: Name of the organization. The data dictionary lists out both system and custom entities and attributes defined for the organization. If you click on the icon in the Definition column, you can view all the attributes… Read More »
Over a period of time, you will notice that the size of the transaction log file has grown exponentially and it has now used up most of the free disk space available on the drive.Transaction log keep a track of all updates being made to the database tables and is required for recovery or restore… Read More »
The Account entity in CRM comes along with pre-defined views for My Active Accounts. However, when you create a custom entity you will notice that by default only two views are created “Active” and “Inactive”. If you would like to add “My Active” and “My Inactive” views for custom entities, you would need to create… Read More »
Quite often you need to monitor and have workflows designed based on the “Last Touch Date” or the “Next Action” date. While the former should reflect the last interaction made with the customer, the later is to keep track of the next upcoming interaction with the customer. End users often believe the Modified date reflected… Read More »