In our Dynamics CRM, we do have one single entity for companies and consolidated companies. As an example, look at this:
YouTube or AdMob are companies, which are all integrated in the consolidated company Google LLC. (Google LLC is parent account)
And now imagine to have some opportunities for YouTube, some for AdMob and also some for Google LLC itself. Now, I want to show all of the opportunities in one subgrid as shown below. (‘Katja 1-3’ is equal to ‘YouTube’, ‘Verbund Neu Created’ is equal to ‘Google LLC’).
Sometimes, it is necessary to set up new user accounts in Dynamics CRM. So let’s explain how this works:
In some companies, the entity opportunity is used very often. So if you capture several opportunities each day, I think it could be difficult to find them again afterwards. The easiest way to solve this problem is to set a unique ID for each opportunity:
I was really in trouble this week. I changed the function of a standard button in Ribbon Workbench by adding a command to it. As it did not work like this, I wanted to uncustomise what I did and reset the standard button to standard. This did not work either and this would be the bigger problem for me. So let’s see how you can reset your changes on standard button in Ribbon Workbench:
Sometimes, it is useful to use business process. The customer is forced to make his input in a guided way. In my case, I wanted to show the customer different fields in stage one of the business process, but I wanted to make some fields only mandatory (required), in stage two or further. The first […]
In Post “Microsoft Dynamics CRM: How to create company via button click (Ribbon Workbench)“, I showed you Possibility No 1 to create a company via button click, or here for Possibility No 2. Possibility No 1 did create a company ‘in the background’. That means that after clickin’ the button, you have to either click only […]