Hi,
The way we got it working was to download the following template
CRMTemplate.dotm
From the following location
http://server:port/_static/Tools/MailMerge/CRMTemplate.dotm
And place it at the following location
C:\Users\[username]\AppData\Roaming\Microsoft\Templates
Followed by restarting Word.
The helpful post
http://www.experts-exchange.com/Software/Microsoft_Applications/Microsoft_Dynamics/Q_27749742.html
Nested Quick Create form in CRM 2015
In CRM 2013,
If we click on Create button for Quick Create a record
Say for e.g. Contact record
And want to create a new Account record to be associated to it
We need to click on “Look Up More Records” and then “New”
This opens up the default Contact form
However in CRM 2015,
We have a New Button
It will open the Quick Create Form for the account record instead of the default form as in the case of CRM 2013.
On creating and saving the account record, it will close the Account record and populate the lookup in Contact record
Navigation Tour dialog box opens up when user sign in to CRM.
If we want to disable this,
Go to Administration à System Setting à General Tab
Multi Entity Search
CRM 2015 have added option for multi entity
With Maximum 10 entities at a time (can also be used for filtering the result)
Clicking on “+” in the result opens the quick create form for that record
To set up Quick Find search, Go to à Adminsitration à System Settings
Click on Select to select the entity and specify the order for them.
Maximum of 10 entities can be added for search. (Supports custom entities)
The Search is based on Quick Find View of the respective entity. i.e. based on Find Columns defined in it.
The result displays first 4 column of the Quick Find View.
Let us take a simple example
There is a field say “Test Field” and 2 option set fields.
OptionSet1 è A1, A2, A3, A4
OptionSet2èB1, B2, B3, B4
Now the logic that we have to implement is
Show “Test Field” when
OptionSet1 = A1 and OptionSet2= B1
Or
OptionSet1 = A2 and OptionSet2= B2
Else
Field should be hidden
Logic in JavaScript
If (optionset1 == A1 && optionset2== B1)
Show field “Test Field”
Else if (optionset1 == A2 && optionset2== B2)
Show field “Test Field”
Else
Hide field “Test Field”
Logic in Business Rule
To implement the same in business we need write 6 business rules.
Well the good news is that we now have “Else If” condition in CRM 2015.
https://nishantrana.me/2014/10/04/business-rules-in-crm-2015/
Data Types and Function Supported
Creating a Rollup Field
Check how many task activity are open for a particular contact record.
Click on Edit
Select Task as related entity.
Set Filters to Open Task
Specify Count as Aggregation.
Add the field to Contact form.
Click on Recalculate will show the count.
On Adding a Task and recalculating
Two new field State and Last Updated On are also created along with the roll up field. Adding them on form.
Different State value
| 0 | Not Calculated |
| 1 | Calculated |
| 2 | Overflow Error |
| 3 | Other Error |
| 4 | Retry Limit Exceeded |
| 5 | Hierarchical Recursion Limit Reached |
| 6 | Loop Detected |
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