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Home > Insights > Debra Polvi
  • September 15, 2016

    How to Dynamically Filter Lookups in Microsoft Dynamics CRM

    One function of Microsoft Dynamics CRM is the ability to dynamically filter records, making it easier to sort through campaigns based on keywords. In this scenario, I want to limit … Continue Reading…

  • Auto-generating Statistics in Microsoft Dynamics CRM
  • April 29, 2016

    Auto-generating Statistics in Microsoft Dynamics CRM

  • September 26, 2014

    Tax Schedules in Microsoft Dynamics CRM

    CRM doesn’t automatically calculate tax at the Order Product level. However many customers request a customization to perform this task. The approach I took was to create an entity called … Continue Reading…

  • January 24, 2014

    Rolling Up Costs to a Parent Record in Microsoft Dynamics CRM

    A common CRM development request is for an automatic cost roll-up from one entity to its parent entity. For example:  totalling all Detail costs that belong to a particular Project … Continue Reading…

  • April 19, 2013

    Creating a Budget Calculator in Microsoft Dynamics CRM – Part 2

    In part 1, I explained how the calculator works, and how to design the form. Now, I’ll show how the code is structured. Adding Functionality for Fields in Yearly Columns … Continue Reading…

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