12 Dec
Posted by: mitch in: Customization, Dynamics CRM
While working with the CRM Rollup messages this morning, I found either a bug or a documentation error in the activitypointer.statecode property.
The statecode is a field type of the ActivityPointerStateInfo class, which has two properties: formattedvalue and Value.
formattedvalue should be a string representation of the ActivityPointerState Enumeration, and the Value should be the numerical equivalent, [...]
12 Dec
Posted by: mitch in: Customization, Dynamics CRM
As you have probably seen, CRM has the ability to roll-up information from child Entities to the parent Entity. Activities would be one such example: When you look at the Activities for an Account, you actually see Activities for both the main Account as well as all Activities for the Account's Contacts as well. A [...]
12 Dec
Posted by: mitch in: Dynamics CRM
One of my customers is an association whose membership is subscription based ( like most associations ).
They have a business requirement to remove companies that have dropped their membership from the Accounts Entity and add them back to the Leads Entity ( with history, etc. ).
I am curious if others in my audience have a [...]
Or does he stick everything into the sleigh when he leaves the North Pole?
Just one of the questions that popped into my head yesterday.