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  • Blog Post: MS CRM Many-to-Many Relationships...of the "Native" Kind

    Community Editor
    (Please visit the site to view this video) Here's a short demo of how to create so-called "native" N:N relationships in Dynamics CRM, what they're good for, and what their limitations are.
    on 24 May 2012

  • Blog Post: Cloning Records with Custom Relationships and Mapping

    Community Editor
    (Please visit the site to view this video) This is an HD version of a video I uploaded a while back, on how you can use the "self-referential" relationship capability in CRM 4, combine it with a little custom mapping, and easily give your users (or yourself!) a simple way to "clone"...
    on 24 May 2012

  • Blog Post: CRM 2011 Relationships and Filtered Lookups

    Community Editor
    (Please visit the site to view this video) If you customize Dynamics CRM the upgrade from 4 to 2011 will definitely end up saving you time. This little day-in-the-life video illustrates four features each of which is so far in my "top ten timesaving new customization features". Let me know...
    on 1 May 2012

  • Blog Post: Many-to-Many-Relationships in Dynamics CRM 2011

    Community Editor
    (Please visit the site to view this video) I get asked about many-to-many (N:N) relationships more than almost any other topic. This video provides an update on how they're handled in CRM 2011, specifically on the so-called "manual" approach to creating them.
    on 19 Apr 2012