Month: August 2015

{Useful to know}– Moving User’s Business Units in Dynamics CRM? Beware of all the side effects

We had this requirement recently with one of our clients. They had a change in their business processes and from team based security, they wanted to move to region based security. What they wanted from us is to migrate their Users to specific Business Units based on regions. So they had five region which they …

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{Tips & Tricks} How to optimize your report query in Dynamics CRM minimizing the use of filtered views

There are many topics on optimizing the performance of the reports in Dynamics CRM. And it has been discussed so many times about the performance of filtered views. However no matter how much we try, we have to use filtered views for the security context of the report. And here I was called for to …

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Switch business process programmatically in Dynamics CRM based on business logic during create of a record.

Confused by the title? Well let me explain here the exact requirement that I had recently for one of my customers. For the opportunity entity we designed multiple business process flows. However the condition was whenever a user tries to create a new opportunity, first a default business process flow would load. Depending on the …

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Show consolidated summation of values in Funnel chart in Dynamics CRM

Yes, I saw exactly the same line in the draft customer requirement sheet. My prompt reply would have been ‘No’ to the customer for this requirement. But as a consultant, we all know the perils of saying a direct ‘No’ to the customer. To be specific to the requirement, we had a  dashboard showing a …

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Role Based Views in Dynamics CRM – New version released

Hi All, Finally got some time around to work on the bug fixes in the my codeplex tool ‘Role Based Views in Microsoft Dynamics CRM’. The new version has been uploaded in codeplex site- https://rolebasedviews.codeplex.com Thanks everyone for the huge downloads and making the tool so popular. What’s fixed in this version Error in the …

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Auditing Team Membership table in Dynamics CRM

Before you start reading this, please note that although the title says auditing of team membership table, it strictly does not cover all audit scenarios. However this article will help you to track some stuffs in team membership table that would be of help in some scenarios. Recently in my project, customer walked up to …

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Using DIFFINDAYS to auto calculate age of a contact – Dynamics CRM 2015 Online Update 1

First of all, from the title this seems trivial isn’t it. After all as CRM consultant we do so many complex stuffs and calculating the age of a contact is just so simple! However the point I wanted to highlight here is to use the DIFFINDAYS and host of other functions introduced in Business Rules …

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