Tip #1181: Filtered lookups on editable grids

Filtered coffee

Today’s tip is from Nick “Benchpress” Doelman. Technically it’s from his wife which proves that all of us, MVPs, are mere mortals and the real knowledge still belongs to the users. She only wanted to see contacts that belonged to an account on the record but the lookup view was showing all the contacts. Turns […]

Tip #883: Exporting filtered lists to Excel from subgrids

In CRM 2013 – Dynamics 365, subgrids do not have the “Export to Excel” button, but you can click the “pop out” button on the subgrid to open the full associated view, from where you can export to Excel. However, what if your subgrid is filtered by a different view? Let’s say you have 20 […]

Tip #494: Outlook Sync Filters where are they?

Synchronization using Filters

Finding the spot where you can set the filters to determine the CRM records that are synched to Outlook or your Exchange folders isn’t as intuitive as it could or should be. When in Outlook and you go to File, CRM, you are presented with a screen which gives you the options to set the offline […]

Tip #477: Exporting marketing list members to dynamic spreadsheets

One thing you may notice when on a marketing list record, the Export to Excel button doesn’t give you as many options as you are used to when you click it from the marketing list members view. No Excel Online option or Dynamic Worksheet. Does this mean that it can’t be done? Not necessarily, just not in […]

Tip #148: Simplify the customer lookup

In Dynamics CRM 2013 when you create a record such as a contact or opportunity that include the “Customer” lookup field that can resolve to an Account or Contact, and you type a company name in the customer field, you may get more results than expected. This is because when you type in the customer lookup […]