If you want to take advantage of an obscure Lookup Address feature when dealing with quotes or orders, you will find that the address lookup on that dialog looks very strange: first line is blank followed by the zip/postal code and city. In addition, how do you add multiple addresses to a customer record in […]
With the exception of the Queen who, according to Oscar Wilde, “is not a subject”, subject entity has always been a subject for complaints. Simple search on Dynamics CRM Feedback site shows a long wishlist where people wanted to filter the subject tree, being able to type in subject lookup, have multi-lingual support, use it […]
We did show how to generate documents in code, however, generating documents in a workflow using SetWordTemplate action proved to be just as elusive. The problem is that the entity itself does not appear in the list of parameters for the action, making it impossible to generate the document. As strange as it sounds but: […]
This truck stop is somewhat unusual. Traditionally, we have a question and one or more answers to serve. This time we have two people independently arriving at the same question. tl;dr If you are rolling out Dynamics CRM mobile apps or customizing Interactive Service Hub, don’t forget to click Prepare Client Customizations after you publish […]
When people mention custom activities, they typically think in terms of a user or customer actions. Sending SMS, making money transfer, approving the design, to name a few. These activities are typically created explicitly using Activity menu. There is a different type of custom activity that I’d like to talk about today, the “silent observer”, […]
Occasionally, dashboards in Dynamics CRM misbehave: The precise cause of misalignment is not clear, probably a rogue pixel miscalculation in the layout engine, manifesting itself when top right-hand corner listview is blank and the left one has multiple pages. Not all browsers are affected either – Edge turned out to be quite resilient, unlike IE, […]
If you need to create a list of accounts with an annual revenue between 1 and 2 millions, you can quickly add two conditions in your view: But what if you’d like to see a list of accounts with the names from A through L? There is no Greater Than clause for the text fields […]
So you do an advanced find for note records that you want to export to Excel. You expect to see the normal Export to Excel button that appears in every other Advanced Find view. However, you see that that half of the ribbon is missing when searching for notes. The answer is it is there, […]
A client was recently testing some customization changes, and they determined that the long text field would only hold 3,969 character. They created a block of text in Microsoft Word, counted the characters, and found that the long text field would not contain it all. The reason was that the text included carriage returns. Keep […]
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