Monthly Archives: April 2010

Displaying Money Field from Related Entity in a View Error – Need to Add Currency Field From the Related Entity to the View

Posted on April 28, 2010 by Frank Lee

One of our Microsoft CRM Online customers asked us how come a money field from a related entity doesn’t display the value within a view he had created (via Advanced Find).   To illustrate this issue – We would like to display … Continue reading →

Posted in Microsoft Dynamics CRM | Leave a comment

Time Zone Setting in Microsoft CRM

Posted on April 23, 2010 by Frank Lee

How does Microsoft Dynamics CRM treats time zone?  All date/time entries are recorded as Greenwich Mean Time (GMT) at the database level based on the Microsoft CRM Server’s time clock.  Upon the date/time data entry or display, Microsoft CRM will … Continue reading →

Posted in CRM On Premise, CRM Online, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | Tagged , , | 3 Comments

Sender does not have an e-mail address in Microsoft Dynamics CRM

Posted on April 22, 2010 by Frank Lee

When trying to save/send a "tracked" Outlook Email in Microsoft Dynamics CRM for Microsoft Office Outlook, you may encounter this Offline Error message: "The sender does not have an e-mail address in Microsoft Dynamics CRM.  Do you want to send the … Continue reading →

Posted in Microsoft CRM Outlook Client | 4 Comments

Workflow Scope and Security in Microsoft Dynamics CRM

Posted on April 12, 2010 by Frank Lee

I’d built numerous Microsoft CRM Workflows since Microsoft CRM v1.0.  In my mind – Microsoft CRM Workflow would be the ideal design approach to use if it can meet the automation requirement.  During a recent Microsoft CRM System Administrator training, I had … Continue reading →

Posted in Microsoft CRM Workflow | 1 Comment

Check and Set Assign Cascade Relationship Behavior for Microsoft CRM (Microsoft Dynamics 365)

Posted on April 5, 2010 by Frank Lee

I would like to talk about an important Microsoft CRM design setting: Cascade Relationship Behavior.   Scenario: What happens to the Account’s child records (Contacts, Opportunities, Activities, History, etc.) ownership if we reassigned the Account to another owner?  If I have a … Continue reading →

Posted in Microsoft Dynamics CRM | Tagged , , , , | 9 Comments