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Posts Tagged 'option set'

We are pleased to present below all posts tagged with 'option set'. If you still can't find what you are looking for, try using the search box.

Gotchas When Using Power Query to Retrieve Dynamics CRM Data – Part 2

imageWelcome back to part 2 of my review of tips and gotchas for using Power Query with Dynamics CRM OData feeds. Let’s continue our review and talk about how ugly the option set numeric values are, and how you can improve your query times by tweaking (filtering more specifically) the OData URL used in Power Query.

Tips for Using Managed Solutions and Base Option Set Values in Microsoft Dynamics CRM



At C5 Insight, we use
ClickDimensions with Microsoft Dynamics CRM for our email marketing and marketing automation. Recently we decided to upgrade to the newest version of ClickDimensions to take advantage of their new features. Much to our surprise, many of our Lead Source picklist values in Dynamics CRM got changed during the upgrade. As you can imagine, this made us a little nervous. After some investigating, we discovered the problem and learned a little-known limitation of managed solutions in Dynamics CRM.

CRM 2011 Option Set Mapping in Workflows

Using Global Option sets in CRM 2011 can simplify the process of mapping option sets.  But what if you have a local option set in one entity and a global option set in another?  This blog explains how to map data from a local option set in one entity to the equivalent in another via workflow.

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.

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SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.