Monthly Archives: March 2010

Using workflow to automatically set complex default values in Dynamics CRM 4.0

We also have customers who need to have complex default values set for attributes (data fields) that are based upon complex relationships with other attributes in the same or other entities related to the entity at hand. While it’s possible to handle this with scripts in the form and callouts, Continue reading

Posted in CRM, CRM 4.0, Training | Tagged | Leave a comment

CRM 4.0 Workflow tip

I read this content from Mitch Milam’s blog today and thought I would share it with you! Mitch is a master at workflows and was even one of the SMEs for the 80003 Workflows in Dynamics CRM 4.0 courseware. Continue reading

Posted in CRM 4.0, Customization | Tagged | Leave a comment

CRM 4.0 Data Import Error prevents submitting import job

I ran into an interesting error this morning that I thought I would share. I was attempting to import a CSV file called “Area code to Time zone & State List.csv” into a custom entity in CRM 4.0 when I got the following message: “An error has occurred”. Continue reading

Posted in CRM, CRM 4.0, Workarounds & fixes | Tagged | Leave a comment