So you build a view that includes money/currency fields, but when you run the view, all of the base currency fields are blank. If you want to see the value of the Base fields, add at least one non base currency field to the view.
Another gem from Scott Sewell: If you edit the FetchXML query of a view, you can change the view query to an outer join, enabling you to see records “not in,” or records that do not have a relationship. When you do this, the view is available from within CRM, but cannot be selected for […]
One of the system views for every entity in any CRM organization is so called Advanced Find View. It’s rarely customized, probably because there is no clear understanding when and how this view is used. System entities might have some columns added to this view while all custom entities receive Name and Created On ubiquitous […]
In a comment on Tip 211: When upgrading, don’t forget the team form, Pebo asked “what about the possibility for showing roles in subgrids of teams and user forms?” This is a great question, and we have an answer. First, you need to understand security roles in Dynamics CRM. There is not just one record for […]
As you may or may not know, Unified Service Desk (USD) has made its appearance alongside with CRM 2013 SP1 in May 2014. It makes use of User Interface Integration (UII) SDK capabilities that has been part of Dynamics CRM SDK download since December 2013. We thought it was important back then but now there […]
Dynamics CRM 2013 includes a very quick way to update filters of system views. Navigate to the view you wish to update Click the filter button in the upper right hand corner and filter the view as desired. . 3. Click the more options (…) button 4. Click “Save Filters to Current System View” After […]