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Correcting Duplicate Data in Dynamics

   Words by Paul McQuillan

   on 20/02/2019 10:00:00

Duplicate data in any CRM system can make a single view of the customer difficult and crucially hinder user adoption. In a way, duplicate data fits a similar fashion as the ‘broken window’ theory of policing, small doses are often unavoidable but letting the problem pile up can result in the failure of the project. Fortunately Dynamics 365.... More

Quick View Forms

   Words by Paul McQuillan

   on 08/02/2019 13:00:00

In earlier versions of Dynamics we were restricted to only showing fields from that entity at a time – however from CRM 2015 onwards, we have being able to add Quick View Forms into our design of a Form for an Entity. This allows us to ‘peek’ into a related Record and see a (read-only) view of that related.... More

Creating a Simple Rollup Field

   Words by Paul McQuillan

   on 08/02/2019 08:30:00

Roll-up Fields in Dynamics allow us to perform a SUM or COUNT of Child Records that then ‘rolls-up’ to a Parent Record. The most obvious example of this could be a simple COUNT of the Number of Opportunities recorded in CRM for a particular Client – so we could then view a simple Number in the Account Form that.... More

Making a Field Required in the Business Process Flow

   Words by Paul McQuillan

   on 06/02/2019 09:00:00

Using Business Process Flows in Dynamics, we can split Fields into Stages to help the User work through the Flow of a particular Business Process. One of the beneficial elements here for the Flow is that we can make different Fields Required so that we enforce that this Field is populated before allowing an Opportunity, Case or other ‘transactional’.... More

Defining DocMan Entities with multiple potential Parent Relationships

   Words by Paul McQuillan

   on 28/01/2019 08:00:00

DocMan supports a definition of a Parent Map for each Dynamics Entity we want to integrate with SharePoint. This Parent Map allows us to define the Folder or Document Location for a child record (say a Contact) in relation to a parent record (say the Company associated to that Contact), so we can benefit from the Hierarchical nature of.... More

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