I have a requirement to perform a bulk update on Contacts using Excel Online, but there is a set of entities with a N:N relationship to Contacts that need to be filled in order to facilitate data input.
As it's impossible to edit this kind of relation for each contact record in Excel Online, I would like to receive recommendations to overcome that limitation.
It’s going to be a manual exercise of having multiple files/sheets, with the help of vlookup or some macros - you have to manipulate (copy/paste?) the result to Excel online sheet.
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I am trying to change a selection table within our packing list menu in our SAP system, but I do not know how to do this. My colleague, who is out indefinitely, has created a table of packing materials for our warehouse staff. This table is now to be extended by two further entries. The selection table is in the packing list table DLN7. I have also shown this in the picture attached.
So far I have checked all custom tables and custom windows. However, the table displayed is not there. Does anyone know where in SAP I have to look?
I would be very happy to receive further hints on this.
Thank you very much in advance.
We are a housing association with a large CRM system (2016 & SP1). We have a new requirement that requires our users to be able to search for people who are current (ie not previous) occupants or residents or who are not residents (eg contractors)
For this purpose, we need to search the Person entity which has a related Tenancy entity. Person has TenancyType field with possible (option set) values Occupant, Resident, Contractor. Tenancy has TenancyStatus field with possible (text) values Current and Previous.
We tried using the following filter criteria in the quick view on the Person entity:
thinking that it would return all people who are not previous residents. However we noticed that it would filter out contractors because contractors do not have related tenancy records.
We needed to change the criteria to return all contractors OR all residents and occupants with no previous tenancy. So we changed it to the following:
at which point we got stuck because we noticed that it was not possible to AND together the second and the third conditions as the third one is a related entity.
We are wondering what the best way is to achieve the above bearing in mind that we do not want a separate view for each condition, eg one for residents, one for none residents, etc.
Any help or suggestion is greatly appreciated.
It is not possible to do this with a single query.
Instead, you can use two queries. If you do not want to do that, then using reports (as suggested by Alex) or a BI-solution would be other possibilities.
Thanks to everyone here who spent time answering my question. The following describes the correct answer:
https://community.dynamics.com/crm/f/117/p/241352/666651#666651
How can I build a subgrid that displays related records both of the current record and records above it, and can it contain complex conditions ?
One of my requirements is this:
I want to put a subgrid in Account form showing the related Contacts of the current Account, and also include the Contacts related to Accounts above the current one if a Two Options attribute of the contact is set to Yes.
Specifically, I'm looking at the Company Name on Contact to establish it's related to an Account.
I'm at a loss and start to doubt it's doable.
Not an out of the box solution but if you don’t mind losing the sub grid command bar functionality you can use the following concept that displays a fetchxml inside a sub-grid.
Step 1 - would be to get all related accounts ids using a fetch or odata
Step 2 - construct a fetchxml with OR filter to get all contacts
Is it possible to manually add rows to the Roles or Users table from the Parse.com web interface/dashboard?
Most data types are easy to add but what about the relation and object id columns?
As of this writing the data browser is terrible for the more advanced columns, so the answer to your question is no. Hopefully they're working on a more robust version. Keep an eye on http://blog.parse.com/ and cross your fingers.
I'm new to CRM, and am having difficulties implementing a subgrid onto an account form. I am not a programmer.
I will not bore you with the methods that I have tried to so far; that could take a while. Suffice it to say, I am having no luck.
i have created and imported two sets of records from my SQL database. One set was imported into the standard Accounts entity and the other was imported into a custom entity; let's just call that it Problems.
The relationship between Accounts to Problems is one-to-many. Each Account has a "problemID" and each related Problem has a "problemID" as well.
I need to be able to place a subgrid containing all related Problems onto the Accounts forms. I need to be able to see the old ones and create new ones.
How would YOU handle this?
Many thanks!
For a 1:N relationship between Accounts and Problems you only need a lookup to the Account Entity on the Problem entity. Then you can:
Edit the Account Form
Insert a Sub-grid
Set the sub-grid to look to "Only Related Records" for "Problems"