I've been tasked with migrating our companies CRM from a custom built internal solution to Dynamics CRM 2015. So far I've come a fair way figuring out things, but reporting has got me a little stuck.
What we're looking to do is to report on the following and grouped in this manner.
Parent Account
Sub Account
Cases Related to Sub Account
I'm not sure which reporting method would best suit my needs and if I'm just missing something using the grouping method on the report builder.
This is based on standard relationships (adjust according to your customizations):
Primary record type: Account
Related record type: Cases (Customer)
Grouping #1 : Related to Account - Parent Account - Account Name
Grouping #2 : Account - Account Name
Columns: Pick from Case
Related
I’m new to Power Apps model driven app. Could you please guide me how to create a column which accepts multiple users from User Entity.
I have an Account Table in which there can be multiple owner.
As of now I have created a lookup field which accepts only one record.
Last time when I checked this multi-select lookup control was available only in Dynamics 365 Field service module. Eventually it should be available in all Dataverse but not right away.
Meantime we can use this PCF control.
I am a novice Dynamics 365 CRM (online) administrator for a small business that offers Technical Support to our Customers. We want to transition from our old ticket system to Dynamics 365's Cases and I have been working to customize it for our needs. One area I am having difficulty with is Activities related to Cases I am following.
Using United Interface, is there a way I can display any Activities that other users have added to the Cases I am following?
Thank you
You might want to look into creating a Dashboard with a Timeline component.
And here's some additional info about the Timeline control:
https://learn.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-timeline-overview
I want to use or get 2nd level related entity's data in Dynamics CRM 2013 workflow process but 2nd level related entity is not available
Best approach is to write a custom workflow activity to do this.
http://msdn.microsoft.com/en-gb/library/gg334455.aspx
If this is not something you can do, the alternative is to use a third party custom workflow activity that will give you what you need.
For example : http://workflowfieldlookup.codeplex.com/
Bear in mind that if you are using CRM online, some custom workflow activities may not work in the CRM online sandbox.
I've created a custom field in MS CRM 4 entiry used for calculations. Usually it would be filled by the plug-in handler.
How could I initialize this field for all records without changing the "modified at" and "modified by" fields?
Is it possible from Web Service API?
I've heard of people running a SQL UPDATE statements on the CRM tables without adverse effects. I've even had MSFT premier support give me an UPDATE statement to fix a problem with a user's record.
Is there any posibility to add more organizations to "CRM 2011 Online" like it has been realized in "CRM on permise" (with assistent or something like this)? I just want to get an array with multiple organizations by calling CrmDiscoveryService
thanks
You can, if you purchase a new subscription/licence.
An alternative would be to add new Business Units under one organisation.