Monday, July 28, 2014

Advanced Find - Hide Fields

The Advanced Find functionality in Dynamics CRM is a powerful facility which allows users to search for data using a combinations of conditions. The number of fields available for searching can be a little daunting for new users and it is good practise to hide fields that are not in use or relevant.

Fields can be hidden from the Advanced Find selection by setting the field’s searchable property to No.

Tuesday, July 08, 2014

How to import many-to-many relationships in Dynamics CRM

You cannot import many to many relationships in Dynamics CRM using the out of the box import tool however this functionality was recently added to the fabulous XrmToolBox

You can use XrmToolBox to import and export the details of many to many relationships and making it ideal to transfer relationships from one organization to another.

The file format delimits your mapping identifier using a semicolon  as shown below