When adding products to opportunities, quotes, orders and invoices you must specify the number (quantity) of items to add. What controls whether fractional quantities can be used and the number of decimal places to allow in quantities? There are two settings to consider: At the product level, the field Decimals Supported specifies the number of […]
Product Quantities Read More »
Fields of type currency have a precision which determines the number of decimal places used in calculations and display. The settings for precision are described in the following table. Precision Setting Number of Decimal Places Currency Precision Determined by the setting on the currency. Because the precision may vary with currency, 4 decimal places are shown
Status Most record types in CRM can be deactivated by changing the status. Many records have two status values such as: Active Inactive But some three status values, for example, Leads can be: Open Qualified Disqualified Custom entities have two status values of Active and Inactive. Status Reason Each status has one or more status reasons.
Status and Status Reason Read More »
Bulk Delete is a useful tool for deleting large numbers of records as an alternative to using Advanced Find and then clicking delete (which can only remove up to 250 records at a time). System Job records are a good candidate for using Bulk Delete because the number of records is always increasing. However, suspended
Bulk Delete Suspended Jobs Read More »
Link Entities When retrieving attributes from linked entities it seems that attributes must have an alias otherwise you can’t refer to them: Updating FetchXML Reports According to this article, http://www.magnetismsolutions.com/blog/paulnieuwelaar/2011/12/18/Run_Fetch_XML_Report_on_Selected_Record_in_Dynamics_CRM_2011.aspx you should not upload an .rdl file into an existing report because the context in which the report is run is not changed. Referring to Aliased
Consider the following scenario. Scenario A custom entity, Project has been added to a Dynamics CRM system. There is a 1:n relationship between Account and Project. The relationship behaviour is set to Cascade All for Delete. A user has Organization level rights on all privileges for Account and Project except that the privilege is set to
Cascade Delete Behaviour Read More »
Tokens issued by AD FS 2.0 expire after a default time of 60 minutes. This requires users to be re-authenticated (for internal access) or to sign in again (for IFD access). The token lifetime is set separately for each relying party trust (internal and external). To check the life time, complete the following steps on the
Claims-based Authentication Token Expiry Read More »
Quote Product fields Note: all currency fields have an equivalent field for the amount in the base currency, the names shown below hold the value in the currency of the record. Display Name Name (for SQL Querying) Determined Notes Price Per Unit priceperunit Manually entered or determined from the catalog Volume Discount volumediscountamount Calculated
Quote and Quote Product fields Read More »
If you are seeing the above error, it might be due to incorrect FetchXML in the definition of a saved query such as a Quick Find view. I’ve encountered this on CRM 2011 with UR13 installed after modifying the filter criteria for a Quick Find view. The view includes fields from related entities. When searching
Table alias is not unique amongst all top-level table and join aliases Read More »
Installation Media The downloadable installation files for Microsoft Dynamics CRM 2011 are slipstreamed with Update Rollup 6. Somewhere it was stated that the files will not be updated to include UR13. Windows Server 2012 UR13 includes support for Windows Server 2012. However, this is provided by way of updates to the setup files during installation
Update Rollup 13 for Microsoft Dynamics CRM 2011 Read More »