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 »
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: How to convert a RetrieveMultiple query written Server side to… »
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: How to Bulk Edit Attributes that show up Disabled on… »
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: Converting ACT! Legacy data to Dynamics CRM »
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: Adding Money type attributes in Advanced Find causes error »
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 Quick Campaign – Unsubscribe option »
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: How to use Parameters in Workflows/Plugins »