Hints and Tips about Microsoft Dynamics CRM and related products. 
 
This is information is provided for general guidance only. Some features and functions may not be available to you depending on your user security role, system configuration or licence type. 
 
Always ensure you have a backup available when making changes to the system and if in any doubt ask your internal support or CRM Dynamics for assistance. 
 
These FAQ's generally are quick overviews - if you would like more detail or need some support/guidance please give us a call on 01908 929555. You will also find that most of these examples are taken from our training courses. 
 
If you have specific fields that you need to be able to search on, for example you may have a unique reference number that you want to be able to search by, the Quick Find View can be customised to meet your needs. 
Rollup fields can be defined to provide further business metrics by showing an aggregate value related to a specific record - such as the value of Open Opportunities agains an Account. In more complex situations you can aggregate data over a hierarchy of records (such as all parent/child accounts). 
Calculated fields let you automate otherwise manual calculations and display the results in fields on Forms, Views and in Charts. 
 
For example, a sales person may want to know their expected commission based on the estimated revenue of an opportunity, or you may want to calculate a delivery charge based on the order value. 
Connection Roles allow you to link virtually any record type to another. They have been around for many releases and have not really changed much during that time. 
 
However, they are not often used as they are not as intuitive as other areas of the system. 
As well as being able to quickly access recently used records or views, with Microsoft Dynamics CRM 2016 you can "pin" your favourites for quick access. 
The dashboards in Dynamics CRM / 365 provide a fantastic overview for users, but frustratingly double clicking on a graphical element does not drill down but instead provides a somewhat unhelpful "Select field" dialogue. 
If you haven't come across this before, a Sandbox is a non-production CRM instance which gives administrators the ability to have a separate database for testing or training purposes. 
Searches and Filters applied to Views work on a "begins with" basis. To change a search to a "contains" search you can use the * as a wild character. 
 
Using the * in Filters works inthe same way - but has particular importance if you need to filter by postcode. 
If when you reassign an Account/Contact/Case record all activities are also reassigned you may need to change some settings on your system. 
 
For example, when you change the owner of an Account or Contact, the default behaviour is that completed tasks, emails and phone calls will also change owner. This typically is not the desired outcome when we reassign an entity. Ideally we want ONLY the open tasks, emails, phone calls etc to be reassigned. 
 
This behaviour can be changed with a couple of straightforward changes to the system. 
This field type was introduced in Microsoft Dynamics CRM 2016 Service Pack 1 and Microsoft Dynamics CRM Online 2016 Update 1. 
 
This is a special type of Lookup field that can be used to specify a customer (or potential customer) - which could be an Account or a Contact.