In my example, I wanted to find out GUID for a special team in CRM. So I navigated via Settings – Security to Teams: As I clicked on ‘Team’, I got the following result: I searched for my Team which is called ’54 – Corporate Finance’: I clicked on the business unit (the first blue […]
Step 0: What we want to do It’s possible to view your CRM in different languages. For me, everything is in german, but our branch is using the english version. For that, we have to make a translation to all the fields that are not native (these ones are handled by Dynamics). So let’s check […]
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. Now, I found out another possibility. Possibility No 1 did create a company ‘in the background’. That means that after clickin’ the button, you have to either click only […]
Step 0: What we want to do We want to create a company by only clickin’ a button. After the button is clicked, we got a new company called ‘Company Obsolet’ with the phone number ‘12345’ and the fax number ‘54321’. Step 1: Create button in Ribbon Workbench You have to go to Ribbon Workbench and […]
Step 0 – What we want to do
The standard dialog process looks really ugly. There’s a huge window opening by clickin’ a button and the user sees a big white page. It looks like a beast. So let’s find the right code to make this dialog a beauty again, before the last leaf of the rose falls down to the floor.
This is our company:
As you can see on top, I created a button labeled ‘VERBZUTEST’ with which I want to start my dialog to add this single company to a group of company.
Step 0 – What we want to do:
We have a group of companies in ‘CompanyXYZ’. A total of 4 companies belong to this group (Company A, Company B, Company C and Company D). Now, as a user with a special user (security) role (in this case ‘A’), I want to be able to select one or more records, and thus remove those companies from the composite map: