Microsoft Dynamics CRM: How to show opportunities of consolidated companies together with companies in one subgrid
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 […]
Microsoft Dynamics CRM: How to create company via button click (Ribbon Workbench) – Possibility No 3
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 […]
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 […]
Microsoft Dynamics CRM: How to create company via button click (Ribbon Workbench) – Possibility No 2
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 […]
Microsoft Dynamics CRM: How to create company via button click (Ribbon Workbench) – Possibility No 1
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 […]
Microsoft Dynamics CRM: How to make the beast ‘dialog process window’ look like a beauty via alert.js
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: