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. 
 

Posts from May 2017

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. 
Microsoft Dynamics CRM / 365 uses a concept of Active and Inactive records throughout the application, and it applies to records in most entities. Most entities (but not all) provide the option to deactivate records. 
From time to time you may find duplicates within your database and want to merge them - without losing any data.