I'm trying to create a CRM dynamic marketing list with fields from Contact and the SalesOrder entity.While I can use SalesOrder fields to filter the list, I can't pick a SalesOrder field for the returned columns.I'd like the SalesOrder number to appear on the Marketing list, along with the contact details.
Is is possible to get these fields in a Marketing List ?
If not, is it possible to create a way to do this, either as configuration or coded ?
Thanks in advance.
Instead of starting your search from a Marketing List, you could change the query to start from Sales Order. Then you can search for related Contacts fulfilling the same criteria as the query in your Marketing List, and pull in fields from the related Contact.
This query returns Sales Orders (called Sales Contracts in my system) that have a related Contact which is active. You would fill out the related part with the same query as in your dynamic Marketing List:
You can then show fields from the related Contact:
Related
I have a list of opportunity product lines associated to opportunities that I want to pass to a field within the opportunity table so users can see this within the opportunity table view. The products in the opportunity lines are Number of learners. For projecting onboarding numbers for the month I want to add one field to my opportunity entity.
Total number of learners
This field would be populated by the total quantity of all "learners" products in the opportunity product lines.
I have tried a roll up field, but I can't seem to get it to sum up the quantity of products to appear within the new field created in the opportunity entity.
What features of Dynamics CRM could help me achieve this? MS workflow?
Rollup
Product Line
Rollup field on Form
rollup field should solve your req.
If that does not solve your problem, Then you can create Power autome/ cloud flow.
If not you can create Plugin
If not Javascript.
But my best bet or choice would be rollup and then cloud flow.
I want to see all fields of the contacts in outlook. Here the contacts are synchronized from D365. All fields that are coming from D365 will also be shown in outlook contacts (fields such as PrimaryId, CreatedBy, Owner, CreatedDate, modified By, modifiedDate etc.. )
When I open the contacts, not all fields are showing. How can I see all fields of the records?
Suggestions are appreciated.
You can open Advanced Find for Contacts and in there you can select additional columns.
Thanks Naveen. Except for ContactId, all the fields that you list should be available in a Contact Advanced Find view.
To get the ContactId for an individual record, you can get it from the URL of the record, or use the Chrome Level Up add-in, or bookmarklets.
To get a list of Contact ID's you can export a view to Excel with reimport to get the ID's in the hidden column A, or create a FetchXML query and run it in FetchXML Tester, among other ways.
In Outlook client for CRM, follow these steps to view the fields.
The EntryID is the unique identifier for each mail object in the user’s mailbox. This value is also used in the idMappingTable to relate the CRMID to the appropriate Outlook EntryID.
crmEntryID (*) corresponds to the Outlook EntryID of the object
Crmid corresponds to the created record’s unique GUID in CRM
Read more.
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.
can anyone tells me how I can retrieve a contact in relationship with the marketing list in crm 4.0 ?
Marketinglist ("blabla") --> Contact(Adam Meyer)
I will see if a contact with a specicic Guid is in a Marketing List.
Hope you unterstand me...
Those relationships are stored in a hidden entity called listmember. However, you can't retrieve those records directly. You'll have to do a retrieve on the contact entity, join it to list member, and then filter it based on the listid of the marketing list. Here's an example.
To remove someone (as you mentioned in the title), you'll need to execute a RemoveMemberListRequest. The SDK has the details.
I need help in the quick search of marketing list member of CRM 4.0. When I do a quick search on the marketing list member, it only manage to search one column. Where else in account or contact view can I set it to search multiple columns?
If I understand correctly, you're trying to modify the quick find of the marketing list screen to let you search marketing list members?
Unfortunately, I don't think this is possible, since if you refer to the Marketing List entity, it has a separate N:N relationship to Accounts, Contacts, and Leads. Quick find only lets you search N:1 relationships on that entity.
You'll have to use Advanced Find to easily search this. If you create an advanced find view of marketing list, you can pull down the criteria and select the related Account/Contact/Lead and search by things like 'Name'. Then you can save the view and share it with users.