Dynamics 365 Apps

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 […]

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

In the RTM version of the CRM Client for Outlook search (or Quick Find) behaved differently from the web client. Update rollup 7 changes the behaviour so that the CRM Client for Outlook and the web client behave in the same way. This podcast by the Microsoft Premier Field Engineering team on update rollup 7 briefy discusses

Fellow MVP Gonzalo Ruiz has put together an article on how date and time operators behave in Advanced Find. Check his blog out at this link http://gonzaloruizcrm.blogspot.ca/2012/07/date-and-time-operators-in-crm-explained.html

When orders are fulfilled in CRM the status of the order is changed and an order close activity is created. Complete an order using Fulfill Order on the ribbon In the web interface, orders can only be fulfllled one at a time using Fulfill Order on the ribbon in an order form. This button is

When a case is created, the Customer field must be completed. As with other records the customer can be an account or contact. But which should you use? If you select an account, then the case shows against the account record but you have nothing to say who logged or is affected by the case.

KEEPING FOR HISTORICAL REFERENCE There are many add-ons available for Microsoft Dynamics CRM. Here is a list of some: Vendor Products Microsoft Customer Portal (en-GB)   Connector for Microsoft Dynamics   Instance Adapter – to synchronize data between two CRM organizations. Requires the Connector for Microsoft Dynamics.   Dashboard Reporting Control Adxstudio Productivity Pack – A collection

When running a mail merge with Word, if E-mail via Mail Merge is selected up to 5 attachments can be included in the outgoing e-mail.

When a CRM e-mail record is created in the CRM client for Outlook, the ribbon show a button to attach Sales Literature. However, this button does not show when creating an e-mail in the web client. However, if a Sales Literature record is opened in the web client, there is a Send as E-mail button.