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 July 2017

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.