Immersive Excel was introduced in 2015 Spring release of Dynamics CRM and it allows you to bulk edit records using Excel online embedded directly within CRM. It is a very popular feature and intuitive to use. There is one little caveat in that […]
Dynamics CRM 2015 business process flows now support conditional branching and in the process designer you now have the option to add a conditional branch to your process. You can see in the example below that I have added a number of branches to […]
The Quick Find functionality in Dynamics CRM allows users to quickly search for records. The Quick Find view for each entity is used to customize how the records are filtered for searching. Typically the filtering criteria restricts the searching so […]
When a user changes the owner of a record in Dataverse they can be surprised by what happens to its related records. By default assigning a new owner to a record also changes the owner of all its related records […]
Each currency field in Dynamics CRM actually consists of three fields the currency amount, the base currency amount and the exchange rate. When a record with a currency field is saved the corresponding amount in the system’s base currency is calculated […]