Tips, tricks and ideas for non developer geeks
There are currently 477 articles on my site. You can scroll through the latest posts below, or use the search functionality to find content based on specific key words. Articles cover a range of subjects including Dynamics 365 Customer Engagement, Power Automate, Power Apps Portals, and D365 Marketing (Customer Insights - Journeys).
The ability to add new fields to Microsoft Dynamics CRM is part of what makes it so powerful. Anything new you want to capture, you can add fields using a variety of field types. Calculated fields are extremely powerful, allowing you create new fields with powerful conditions as needed. In this example, let’s make it … Continue reading Difference between two dates with calculated fields
Rollup fields in CRM allow you to create a rolled up summary of data from other connected records in the database. In this example, let’s create a field to show when an Opportunity was last contacted. We will select Date and Time as the Data Type, and Rollup as the Field Type. Once Rollup has … Continue reading Last Contacted with Rollup Field
After finding this great article online for creating 3D charts in CRM, I wondered what else I could change. Start off by Exporting the chart. The FetchXML will download. Open it up in an editing tool, Notepad works fine. There are quite a few elements that can be adjusted, and many articles online. By changing the … Continue reading Use FetchXML To Modify CRM Charts
I wanted to create a page on my website, a place to add links to other articles and sites I find useful. Although I knew I could create a new custom post type, I didn’t want to have the links be posts, and didn’t want to have one page and keep updating it. Although I … Continue reading Creating A WordPress Links Page
If you spend your day working on a variety of projects with a mixture of billable and internal work, it can be challenging to keep with how much time you spend on each task. In the past I had struggled, and trying to remember or using pen and paper to keep track wasn’t really cutting … Continue reading Easy Way to Track Project Time – TopTracker
If you have written CRM reports in SQL using SSRS, you are probably familiar with adding the pre filtering using CRMAF_ to your query (check out this great article if you aren’t).This allows you to set default filters using Advanced Find which users can adjust if needed prior to running a report. Makes it very … Continue reading Adding CRM Filters To FetchXML Reports
Having written many SQL reports using SSRS, the first time I stepped in to the world of writing FetchXML reports for Microsoft Dynamics 365, I made a lot of assumptions. Using a SUM aggregate was one of them. I figured it would be as simple SUM(currencyvalue) just as it is in SQL.
