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Thoughts on Dynamics 365, the Power Platform and occasionally other stuff
Associated Views
In CRM, associated views are used to display lists of records when viewing related items within a record. An entity can have more than one associated view. So for example, when viewing activities from within an account, contact and so on, you can choose between the following views: All Planning Activities Associated View [why is this the only view to use the plural, "activities"?] Open Planning Activity Associated View All Activity Associated View Closed Activity Associated V
Oct 22, 20162 min read
Server Side Synchronization in Dynamics CRM Online - Approve Email address
When using server-side synchronization in Dynamics CRM Online and if email address approval is enabled the email address must be approved by a Dynamics CRM user who has the approve email address privilege (usually a System Administrator) AND is an Office 365 Global Administrator. Reference: https://blogs.msdn.microsoft.com/emeadcrmsupport/2014/09/16/dynamics-crm-2013-server-side-sync-email-approval/
Oct 2, 20161 min read
Export to Excel changes in CRM 2015 Update 1 and CRM 2016
Starting with CRM Online 2015 Update 1 and CRM 2016 On-Premises Export to Excel behaves differently. The dialog box which offered the setting "Make this data available for re-importing by including required column headings" no longer shows. Instead, Export to Excel is now a split button on the command bar with the choices Static Worksheet, Static Worksheet (Page only), Dynamic Worksheet and Dynamic PivotTable. Clicking Export to Excel without using the split selects the first
Sep 18, 20161 min read
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