Tip #375: Rolling in cash

Mini truck stop. Finally, something exciting to discuss – money! Today’s Roles The Self-Healer: Jerry “I’m still in Kansas” Weinstock For The Affirmative: Mitch “Snapshot” Milam The problem, by Jerry I have two rollup fields on a form – one for decimal and the other for currency – both pulling from the same child entity. […]

Tip #374: NOT IN for the rest of us

Those with black belt in XML are familiar with the technique of building a FetchXML expression for NOT IN clause (e.g. accounts with no activities) and then sneaking that XML into a view definition to create non-editable view that returns the desired results. What about the rest of us who don’t have the skillz or […]

Tip #328: How rollup fileds make charts better

Ever since charts were introduced in CRM 2011, there has been a limit of 50,000 records that could be aggregated via a chart.  This limitation is there for performance reasons, and has been a reason why some users with large data sets have stayed away from using charts. CRM 2015 introduces rollup fields, which automatically […]

Tip #317: Once upon a time this rollup field was recalculated

Rollup field tooltip

Mitch “Snapshot” Milam is on a roll. This is just another way to say that his next tip is all about rollup fields. Rollup fields are one of the best new features of Dynamics CRM 2015. Here are some facts to help you better understand how they work: They are automatically calculated asynchronously, once per […]

Tip #272: How to shoot yourself in a foot with the Edit button

Our next tip for CRM 2015 comes from Jim “Sourdough Master” Steger and continues nice tradition of warnings against premature actions in Dynamics CRM. When creating a Rollup or Calculated Field, be sure to have all of the information for the field out to your satisfaction BEFORE you click the Edit button to configure the […]