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

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

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

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

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)

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