Tip #645: Name that address

Return to sender

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 […]

Tip #23: Swap Customer Addresses

In Microsoft Dynamics CRM, the contact and account entity form display the first two addresses for the customer, and by default, addresses 3 and greater are displayed in the address link on the navigation bar (AKA more addresses). Consider this scenario: you are a wealth management company, and some of your clients are retired “snowbirds” […]