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.
Tip #539: CRM 2016 Postponed Features
As we mentioned last week, Dynamics CRM 2016 was released last week. But you may have noticed that some of the anticipated features are not there. The release preview guide has been updated with a revision summary on the last page. This table lists features which have been postponed. Some are postponed until a future […]
Tip #534: Product Bundles
Product bundles is a feature that was added in Dynamics CRM 2015. Bundles addressed some of the major limitations of the old “kit” feature. It allows you to create product bundles that combine multiple products with various quantities, allowing users to add configured bundles to quotes, opportunities, and orders. The biggest improvement over the old […]
Tip #521: SharePoint integration in a CRM Online trial
So you set up a Dynamics CRM Online 30 day trial and you want to also try the document and OneNote integration. Here is how to get a SharePoint Online trial to use with your Dynamics CRM trial. There are two approaches: If you have already set up a CRM Online trial, from the Office 365 […]
Tip #520: Appointment meeting invitations
In Dynamics CRM 2013 or later, synchronized appointments send meeting invitation emails to meeting attendees when they are created or updated. This is a feature that was commonly requested by CRM users, but there are some scenarios where you may not want this to happen. Meetings created or updated after the meeting happens Some users […]
Tip #517: Disabled user’s personal views
Sometimes you get the same question from multiple people. This week, it was people asking about what to do with personal views owned by users who are no longer active. Consider if you have personal views shared with multiple people, you disable that user, and now nobody can edit or delete those views. What can […]
Tip #511: Should you shrink your MSCRM database?
So you delete a bunch of records from your CRM database, but the size of the data file is still its original size. Should you shrink the MSCRM database? No. OK, I mean rarely. When this topic comes up, I always point people to the classic Why you should not shrink your data files by […]
Tip #507: Move Access Team templates in style
Back in Tip 322 (When upgrading, do a dry run), I referenced an issue with Access Teams. The team templates don’t move with customization. So if you use Access Teams in your configuration, when you move your customizations to a new org, the team templates won’t be there, and you will get an error on […]
Tip #505: Set active — what’s it good for?
You may notice that in CRM 2015 Update 1, when you click to a different stage in the process flow, the “Next” button changes to “Set Active.” But you may also notice that it is grayed out and doesn’t do anything. The “Set Active” button is designed to allow users to jump back to an […]
Tip #501: Should you use the lead entity?
In Dynamics CRM, the Lead entity is designed for potential clients that are qualified by a salesperson prior to becoming Accounts, Contacts, and Opportunities. Once qualified, CRM creates Accounts, Contacts, or Opportunities. After the salesperson speaks with the potential client, if there is no interest, the lead is “disqualified,” which deactivates the lead record. When […]