Good news everyone ! I'm starting my blog !Why ? Because when I'm stuck with technical problem I'm glad to find a blog post which will solve it :)I hope it will be helpful ;)
Have you ever wonder why the principal address of a customer is not shown while working on a quote/order ?The answer is simple: it doesn't have a name !So the fix is also simple, create a workflow running on Account which set the name automati...
You may have experienced this situation :There is too many click to run the functionality. I'm lost.— Anonymous customer The less number of click the better for the User Experience.So here is a link to a good tutorial for Creating a Workf...
If the principal attribute (the name of the record, most of the time) isn't enough, it's possible to display 2 more fields.I want to know what is his job title !Follow me, it's easy :Open the child entity (in my case contact) view whic...
Did you try to set a filter on a date ? Pretty easy, isn't it ?And with a time part ? Harder, right ?This post will help you to make it easy !For example, what does this FetchXML query will return ?<fetch version="1.0" output-form...
Yesterday I tweeted about this article by Ben HoskingCRM 2013 - How to stop these annoying things in #MSDynCRM #MSCRM http://t.co/oKZ4Faeda5 via @BenHosk pic.twitter.com/7cgvL2Zhpm— Clément Marty (@BackToTheCrm) 5 Août 2015 This morning a friend o...
Sometimes you will need to create a record with related records at the same time.I used to create the related records before the parent record and then update them to set the reference of their parent. I wasn't satisfied by this method, so I s...
Hello everyone !I'm back from my holidays :)For today's post I'll talk about hidden mappings. For those which doesn't know what it is, I explain :When you convert a quote to an order the quote products are copied to the order ...
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