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: CRM Relationship Behavior »
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: Send bulk mails from campaign and quick campaign using Mail… »
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: CRM data dictionary »
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: How to purge Log file of CRM database »
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: How to Create “My views” for custom entities »
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: How to Track the Next Action and Last Touch dates… »
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: Tips on using Mail Merge Functionality in Dynamics CRM »
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: Issues with deleting a picklist option from a Picklist attribute »
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: How to Increase the Tab limit in CRM Forms »
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: Global Functions/Variables available in Dynamics CRM »