Thursday, March 10, 2016
Forum Post: Hierarchy visualization not working for Accounts
We are using Microsoft Dynamics CRM 2015 (7.1.1.4461). I am talking about the feature found here: http://www.powerobjects.com/2015/02/11/hierarchy-visualization-dynamics-crm-2015/ The hierarchy visualization works in the User entity. The button shows up in the User list view and in the form view. However, no buttons are available in the Account list view or form view. I have a dev environment where the visualization does work for Accounts. Everything seems to match regarding relationships and hierarchy settings in Customization between the two environments . Any idea on what might causes this?
Friday, March 4, 2016
Forum Post: In a page, Filter by a field that is in another table
In several times, in a page I need to filter by fields that are in another tables. For example, in customer list page, I want to filter for that ones that have a specific bank (banks are in another table). There is any way to do this (without a report)? Maybe creating in customer table a special field? Thanks!
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