by Steven Blomquist | Updated August 21, 2018 | Dynamics CRM
Recently I had to write a custom .rdl report for a CRM customer and I just wanted to share what was required to facilitate that process. The information can be found out on the web but I didn’t find a page that could give a brief synopsis with the links to the...
by Steven Blomquist | Updated June 27, 2018 | Dynamics CRM
In part one of this topic, we discussed using the “FetchXML Tester” in the XRMToolbox to type in and test FetchXML, beyond what the Advanced Find in CRM is able to generate. In this article, we will discuss a couple of other tools within the XRM toolbox that will let...
by Steven Blomquist | Updated June 21, 2018 | Dynamics CRM
Some days a request comes along for a view that goes beyond what the advanced find can generate. Some examples are Aggregates, Left Outer Joins, or you simply might be joining entities in a way to display data that the Advanced Find doesn’t allow. (Example: ...
by Steven Blomquist | June 13, 2018 | Dynamics CRM
Occasionally, a support case comes across my desk that brings me to something new. Recently I had a support case that introduced me to creating rollup fields based on “Indirectly Related Activities.” The customer wanted to track the latest appointment activity date...
by Steven Blomquist | Updated September 20, 2017 | Dynamics CRM
Below are the steps for how to set up an entity through portal security in Dynamics 365 CRM to be used by the Liquid Template. Setting up an Entity is a two-step process Step 1 – Entity permissions: Set up the Entity Permissions for the entity we would like to...
