I need to specify sales channels to an item and an item could be either one, or multiple, or all of: brick and mortar, online, mass market.
I cannot see how to assign more than one option to an attribute. Any pointers?
You can create an attribute of type "MultiSelect Option Set" for your need.
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I have a list of opportunity product lines associated to the opportunity. The products in the opportunity lines are labor based, engineering services. For projecting resource requirements I want to add two fields to my opportunity entity.
Total Labor Effort
This field would be populated by the total quantity of all "labor based" products in the opportunity product lines.
Weighted Labor Effort
Same as Total Labor Effort, except the value will be multiplied by the probability of closing the deal. This is a separate custom field in the opportunity.
I have tried a roll up field, but I can't seem to get it to sum up the quantity of the products in the product lines. It will only look at the product lines themselves. Calculated field seem to be more limited even.
What features of Dynamics CRM could help me achieve this?
If I could add my 2 cents,
There is indeed rollup field limitation here.
Now I could sense 2 ways to achive this.
Dynamics-365-Workflow-Tools
Reason been, this is well documented and up to date with latest CRM Version and especially fucntion query Values
If you don't want to add overhead of adding any 3rd party solution may it be free of cost, I would move my logic to Plugins i.e custom c# code to perform operations (server side)
I personally would go for custom code, you have more control of what you want to achieve there.
I recommend using Kaskela Workflow Elements, a free workflow extension that can query the opportunity products and return the number of line items: https://kaskelasolutions.com/current-query-get-results/
After you import Workflow Elements, you will need two workflows:
1. one that is started whenever a product line item is created /modified/deleted and it will update a "trigger" field on the opportunity, such as a "date detail changed"
2. one on the Opportunity that will count the detail lines.
In the 2nd workflow, use the "Query - Get Results" feature
You will need to create a FetchXML query to get the Opportunity Line items - you can use Advanced Find to create the query. This looks a bit strange because you create the query using the child records and link back to the parent opportunity, but this is how Kaskela filters the results to just the Opportunity Lines that are related to the opportunity.
The next step in your workflow is to insert the results into the opportunity record:
Ultimately I solved this using MS Flow to retrieve all the Opportunity Line from an "updated" Opportunity and summing them up before finally writing to the Opportunity field. For weighted value I made a simple calculated field based on the close probability and total labor effort.
MS FLow Screen Shot
For a charity, I've set up a mailing list with some customised fields. One of these fields has a default value, and updated values for individual subscribers. However, I now have to reset the field for all subscribers to a new default value, and this will need to be done again on a yearly basis.
The only way I found to do this so far is to delete the field and recreate it with the new default value. But this is very sensitive to errors when I transfer the management to other volunteers.
Is there an easier way to achieve a field value reset in Mailchimp?
In addition, I'm looking to update a field value for a subset of subscribers in batch. If possible, the solution applies to this problem as well.
Thanks, Juul.
You can export the contacts list following these steps:
https://mailchimp.com/en/help/view-or-export-a-list/
Then make the changes you need in the exported list.
Finally, import it again checking the field "Update existing contacts":
https://mailchimp.com/help/import-contacts-mailchimp
I have a business requirement that execs are really wanting to see. In our lead and email templates we have a few of our products listed. The products themselves are pretty stable but the prices are of course subject to change.
I'm OK with hard coding the product name into email but I was hoping the price could be a slug that get's resolved.
We only have one price list so nothing to worry about there.
I see no way to get access to the product and or price list entities through the data field values dialog.
So my thought was to create the 2-4 fields in the lead and opportunity entities. Then create a background workflow that takes the price from the price list and sets those fields.
Then when an email is generated I can access those hidden fields as they will be available through the lead or opportunity entity.
Any thoughts, concerns, better approaches?
Unfortunately CRM's email template system is not capable of what you describe out of the box. As you have discovered it will only permit you to insert placeholders from, or assocated with, the primary entity. It won't let you insert fields from other entities. What you suggest as a workaround is possible but it's not an ideal solution as you'll have these 2-4 redundant fields on each record type that contain duplicated data from the price list.
If you have any experience with creating custom workflow activities using the SDK then the best solution here is to create a custom activity that accepts either an draft Email or Email template as a input parameter, instantiates the email if required, loads the price list data, and performs your own custom placeholder replacements.
I've done this on a few projects in order to pass multiple entity records into the template, or to insert complex tables into emails by loading data from relationships. See the screenshots below for an example of how I've configured the email template and dialog process to pass both an 'Account' and 'User' record into the email template.
I need to associate my products with "complex attribute".
By complex attribute I mean not only "attribute = value".
I need to store a couple of values for each attributes.
Let's say I've an attribute "manufacturer"
I need to store possible values as "id: 1 - name: Nike" and "id: 2 - name: Reebok".
Is it possible to do that? Note that I need to be able to filter that then...
The id is important to me because it is generated by another application and then synchronized with Magento.
Thanks in advance.
I'm not sure i understand your question. But i think what you need is to choose a new attribute and select Dropdown on the input type.
You can use position as your ID.
http://www.magentocommerce.com/knowledge-base/entry/tutorial-creating-attributes-custom-fields and go to Creating an attribute with controlled options - Manufacturer
Is there a way of updating the Option Set options for the Marketing List Member Type to reflect an entity display name change? i.e. if the account entity has been renamed to organisation, is there a supported way of reflecting this in the displayed options? I have been able to achieve this using javascript, but wondered if there was a better way of achieving this? At the moment I am unable to change the descriptions of the current options: Account, Contact or Lead.
Simple solution..
Create a Solution in your crm org. Add Marketing list to it.
Export the translations from the solution and when you open the translation excel file you will see all 3 picklist values.
from there you can change the values.
If you have to rename an existing entity, you should also rename its 'messages'.
You will find them in the customization area. Open the entity account. There you will find 'messages'. These are the strings which are used for the entity.
For a complete renaming, you have to replace the term 'account' in these messages.
It's just a normal Option Set on the Marketing List entity called "createdfromcode" which has three options (Account, Contact, Lead) and the underlying values match the entity type codes (1,2,4).
You can't edit this option set directly, but you could set up your own with appropriate values and the labels you want to use, add that option set to the form and use javascript to copy the selected value into the existing field (which you keep on the form but not visible).