Understanding CRM Entities What is a CRM Entity? So, let’s first kick things off by talking about CRM entities. In the world of CRM, entities are essentially the building blocks of your database. They represent different objects, like customers, leads, or products. You can think of entities as categories representing all the data that you […]
Your Understanding of GUID in CRM What is a GUID? A GUID, or Globally Unique Identifier, is a unique reference number used as an identifier in software. Within the scope of CRM, understanding what a GUID is, is crucial. It ensures that each entity—be it a customer or a sales record—has a distinctive ID, allowing
Hey there! If you’re diving into CRM 2013 and want to display an entity across multiple modules, you’ve landed in the right spot. I’ve been there myself, and let me tell ya, it can get a bit tricky if you don’t know the ropes. So, I’m here to break it down for you into bite-sized
Understanding Associated Views What Are Associated Views? Yeah, let’s kick things off with the basics. Associated views in a CRM (Customer Relationship Management) system are like your personal bookmarks for quick access to related records. Imagine a parent entity that could be something like a ‘Customer’, and within that customer, you have various associated entities
Understanding Dynamics CRM Entities What Are Entities? When diving into Dynamics CRM, you quickly realize that entities are the backbone of the system. Think of an entity like a database table: it holds all sorts of information about a specific subject, like Leads, Contacts, or Accounts. You’ll interact a lot with these entities while coding.
Understanding Associated Views What Are Associated Views? Associated views in CRM (Customer Relationship Management) systems are filters or views that display records based on relationships to other records. For instance, if you’re looking at a specific customer, you might find associated views that show all of their related orders or interactions. These views are tailored
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 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 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