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:

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This time, I want to refer to an article which helped me today: “magnetism – Adam Murchison” Editable grids are an awesome new feature within Dynamics 365, if you haven’t had a chance to play around with them then I suggest you do. Inside the editable grid the JavaScript on the main form is not […]

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 […]

I want to check, if the user is member of a special team. If he is member of the team, I want to show some tabs. If the user is not a member of this team, I want to hide the tabs. Use following Javascript to check, weather the current user is member of the […]

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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 […]