In a 1:N relationship, when you add a new child record from within a parent form, it will open up the child form with data pre-populated from parent entity based on mapping provided in 1:N relationship. If you want to add a custom button to replicate the same behaviour, we can use the following code:… Read More: Opening a pre-populated child record form in Dynamics CRM »
Though Dynamics CRM allows for creating Quotes, Orders and Invoices from within CRM it does not provide a true accounting solution that would automatically calculate the tax as well on the transaction. It provides a tax field on the transaction forms but the value has to be manually entered by the users. For organizations that… Read More: Tax Calculation for transactions in Dynamics CRM using tax information… »
Do you use Dynamics CRM for your CRM needs and use Intuit QuickBooks to handle your accounts? Should this be the case, you are aware of the difficulties in maintaining two systems especially since both systems manage the same Customer data. Without a bridge or integration link, you may end up with different set of… Read More: Avoid double entry effort in maintaining an Accounting and CRM… »
With CRM 2013, Bing Map control was introduced to allow OOB integration with Bing Maps and include a map for the address provided on the record. The Bing Map control is however available for use with only the OOB system entities that have address fields provided in them. When adding the Bing Map control on… Read More: Plot any address of any Dynamics CRM entity on Bing… »