The Spring 2014 release of Dynamics CRM saw the introduction of the Service Management functionality which allows SLA’s to be created and maintained which previously would have required custom code. There is new menu tile under settings to access the Service Management options. In this […]
A common requirement when customizing Dynamics CRM for a sales team is to calculate a weighted revenue based on a combination of fields. This simple example shows how business rules can be used to calculate a weighted revenue amount for an opportunity […]
The Advanced Find functionality in Dynamics CRM is a powerful facility which allows users to search for data using a combinations of conditions. The number of fields available for searching can be a little daunting for new users and it […]
You cannot import many to many relationships in Dynamics CRM using the out of the box import tool however this functionality was recently added to the fabulous XrmToolBox You can use XrmToolBox to import and export the details of many to many relationships […]
The Spring 2014 release of Dynamics CRM contains some nice features around service management including the ability to configure SLA’s. One improvement in service management that I like is the ability now to cancel all open tasks for case when […]