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 […]
When you use the data import wizard in CRM you get the option to save your import mappings as a Data Map so it can be reused. Unfortunately saved Data Maps cannot be edited directly in CRM. This can be confusing […]
Business Process Flows which added in Dynamics 2013 are used to guide a user through the steps in a business process. When a BPF, Business Process Flow, is enabled for an entity a process flow bar appears at the top […]
Dynamics 2013 includes some new methods to simply the process of filtering the results displayed in a lookup dialog. The concept is relatively straight forward. The PreSearch event is raised when the lookup dialog is initialised and by using an […]