With Dynamics CRM 2015 now we have the ability to define Rollup Fields. This is a no-code approach to aggregating data across 1:N relationships. The functionality is similar to what you would do in Excel. You can take advantage of SUM, MAX, MIN and COUNT. Let’s look at a very simple example of calculating all... Continue Reading →
Connections were introduced in Dynamics CRM with version 2011. To the day, various customizations are taking advantage of the enhanced functionality of Connections. The main advantage over Relationship Roles is the ability to relate almost all entities in Dynamics CRM. With Relationship Roles you were only able to relate Accounts, Contacts and Opportunities. The process... Continue Reading →
Shortly after posting my short list of CRM 2015 content HERE the Microsoft Dynamics CRM Team has released a more comprehensive collection of materials available to the community. Here is the article: CRM 2015 prerelease content is here! Enjoy!
Continuing with THIS series of posts, today we are looking at using the Flot JScript library for visual rendering of data. Flot is a great little library for charting. It is available from HERE. The Flot library has a few graphing variations available, and we can easily change the CSS as needed to make it... Continue Reading →
So, now with the upcoming Dynamics CRM 2015 we have some enhancements coming to Quick Create. The beauty is that now we can create related records through Quick Create only. How it works Let’s look at the Dynamics CRM 2013 Quick Create Contact form: Once we fill the required fields, and we get to the... Continue Reading →
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