Tip #197: Don’t forget the cascading

You implement Microsoft Dynamics CRM and create a custom entity called “Account Review” as a child of the account entity. This entity is part of a sales management account review process. You make the entity relationship parental so that deletions and re-assignments of account records will cascade to related Account Review records. Five years later, when […]

Tip #196: Why can’t I funnel or pie?

I received an excellent question this morning: “Dear Tip, why can’t I do a funnel or pie chart? These buttons are grayed out!” The reason the buttons for funnel and pie are grayed out is because the chart definition includes multiple categories. Pie and funnel charts only support single groupings (series and category). When doing […]

Tip #189: What does “reparent” mean?

CRM 1:N relationships that are “Configurable cascading” type allow you to customize several cascading behaviors. For example, in the system parental relationship between Accounts and Contacts, you can change the relationship type to “Configurable Cascading” and then set the “Share” permission cascading to “Cascade None” so that sharing an Account with George will not also […]

Tip #184: Use CRM forms in Outlook

From the “Great features that have been in the application for a long time but many users don’t know about” file In CRM for Outlook user settings, you will see checkboxes for various activity types and contacts. If these checkboxes are checked, when a user hits the new [appointment/task/Email/Contact] button in Outlook, that user will […]