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 »
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: How to edit the list of entities displayed in the… »
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: Working with Volume Discounts in Dynamics CRM »
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: How to design a Custom Activities/History tab to show Activity… »
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: Sales Quotas for Sales Person in Dynamics CRM »