Dynamics CRM provides feature to create announcement that can be broadcast to the entire organization. it can be viewable by the entire organization if the users have been given the permission to read the Announcements.How to create the announcements 1. In the Navigation Pane, click Settings, click Administration, and then click Announcements.2. On the Actions… Read More: Working of Announcement »
CRM has this great scheduling feature that lets you schedule resources for a job based on the availability as well as the skill set (service) being required to perform the job. You can associate a user with a particular service through the Required Resources Tab. Once you have the user selected in the selection rule… Read More: How to allow a single resource to be scheduled for… »
Once we observed that creating a new email activity using an email template with some images in its body does not come through properly and only image links appear in the body.During our research, we found another way to send an email with the above same email template in it. The steps to perform this… Read More: How to send email through email template which contains image… »
In our organization, we wanted that some of our users should not be allowed to close an opportunity. In the user roles we didn’t find this specific privilege. Hence, we removed the “AppendTo” privilege from the opportunity entity for the role of those users who are not allowed to close opportunities. Thereafter, whenever that user… Read More: Permissions to users for closing opportunities »
Now everyone knows, this would result in a recursive loop. It is always preferred that in such cases, the attribute that needs to be updated should be added to the property bag in the Pre-Update event itself. However, if you do come across a situation where you need to update an attribute on the successful… Read More: Call an Update on the Post Update event of an… »
Append and Append To are two privileges that most user are not very clear about regarding their functionality. In this article we try to explain the difference between “Append” and “Append To” Privileges and how it affects the user access. Append and Append To basically deal with the entities that are parties to a 1:N… Read More: Append v/s append to »
CRM allows you to control the file types of the attachments that enter your CRM. If you want to restrict/allow a particular file type to be added as an attachment you would need to edit the list in the System Settings –> General tab. If you ever happen to come across the following screen while… Read More: How to restrict attachment file type and file size in… »
It is possible that you may find one of the system attributes or perhaps one of the custom attribute that you have just added missing when you try to create an Advanced find view and try to filter by providing the filter attribute. Advanced Find appears to list out only those attributes that have the… Read More: Attribute Missing in Advanced Find Filters »
These are the two distinct ways that you can query CRM using CRM SDK to retrieve the required information. QueryExpression is the mostly commonly used way for querying information in CRM. Probably because it uses the object oriented style of coding and so you have distinct classes for query, condition, columns etc. Youhave intellisense to… Read More: FetchXML v/s QueryExpression »
It is common knowledge that Dynamics CRM is based on Windows authentication. This means that for the users to be able to access Dynamics CRM, they should exist in Active Directory (AD) before they can be added as Users in Dynamics CRM. At the time of adding a System User in CRM, it asks you… Read More: Active Directory integration for Users in Dynamics CRM »