Create a view in Microsoft Dynamics 365 that shows contacts in the same state as current user.
On August 7-9, the first ever Virtual Summer Camp for the Dynamics 365 platform will take place. During this free event the D365UG offer some 30+ sessions with focus on Customer Service and Field/Project Service. I will be doing one of a few cross vertical sessions, where I discuss and demonstrate some useful XrmToolBox tools that … Continue reading FetchXML Builder and Friends at D365UG Virtual Summer Camp
In this article I will demonstrate how to implement a plugin to extend the possibilities for showing activities that are related through account hierarchy in a subgrid on a Microsoft Dynamics CRM form. In my previous article I showed how to create a simple plugin to show all directly related activities in a subgrid, and … Continue reading Show hierarchically related activities in subgrid
Microsoft Dynamics CRM offers great capabilities for activity entities, both out of the box and custom activities.This post will describe a way to extend those capabilities even more, using a quite simple plugin. During eXtremeCRM in Warsaw last week, a fellow CRMian and frequent user of FetchXML Builder approached me to ask if I knew … Continue reading Show ALL related activities in a subgrid
My first article published on MSDynamicsWorld.com gives a detailed instruction on how to use FetchXML Builder to create advanced views in Microsoft Dynamics CRM – so advanced they are not possible to create using the CRM UI. Read the full article here.