Understanding the Dynamics CRM Data Structure What Are Related Entities? First off, let’s dive into what related entities even are in Dynamics CRM. In simple terms, every record you create—like a contact or an account—can relate to other records. Think of it as a web of data where everything is interconnected. It’s super vital to […]
Understanding Webresources in Dynamics CRM What are Webresources? Webresources in Dynamics CRM are essentially files that you can use to enhance the functionality of your entity forms. They can be HTML, JavaScript files, CSS stylesheets, or even images. These assets play a crucial role in customizing the user experience and adding functionality. When I first
Understanding Dynamics CRM Relationships What Are Related Entities? To kick things off, let’s dive into what related entities are in Dynamics CRM. Basically, related entities are two or more data records that have a relationship with each other. For instance, think of how customers relate to their orders: you’ve got customer records linked to order
Understand Your CRM Structure Know Your Lookup Field Before diving into the nitty-gritty of adding entities, it’s crucial to understand the structure of your CRM. Lookups are like links to other records, right? They’re designed to help us establish relationships between different entities. For example, if you’re dealing with a sales opportunity, the lookup field
Understanding Associated Views What Are Associated Views? Alright, let’s kick things off by diving into associated views. In Dynamics 365, associated views are essentially predefined filters that narrow down records based on specific relationships. They help users find the relevant data quickly without sifting through a mountain of info. Imagine you’re a sales rep who
Understanding Custom Entities in CRM What Are Custom Entities? When diving into CRM systems, one of the first things I encountered was custom entities. These are unique data structures that allow you to tailor your CRM to better fit your business needs. Unlike standard entities, custom ones are wholly defined by you, making them immensely
Understanding Editable Grids in Dynamic CRM What Exactly Are Editable Grids? Alright, let’s kick things off with the basics. Editable grids are these nifty interfaces found in Microsoft Dynamics CRM that allow users to edit multiple records at once, directly in a grid format. No need to jump from form to form – this means
Understanding Ajax in JavaScript What is Ajax? So let’s kick things off with the basics. Ajax stands for Asynchronous JavaScript and XML. It’s like magic for your web pages! You can talk to servers and get data without having to reload the whole page. Imagine being able to pull only the info you need—it makes
Understanding the Dynamics CRM Environment What is Dynamics CRM? So, first off, let’s get on the same page about what Dynamics CRM is. It’s Microsoft’s customer relationship management (CRM) software, designed to help you manage business relationships and the data associated with them. You can think of it as your digital Rolodex, but far more
Understanding Entity Attributes What are Entity Attributes? First off, let’s talk about what entity attributes actually are. In CRM systems, an entity is essentially a data model that defines how data is organized, and attributes are the individual fields within that model. Think of them as the details that help describe what an entity is.
Understanding Your Current Setup Identify Your Custom Entities Alright, folks, let’s kick things off by digging into your current CRM setup. First things first, you gotta know exactly what custom entities you’re working with. Take some time to list them out, and don’t just stop at their names—think about what each one does, how it