Showing posts with label CRM. Show all posts
Showing posts with label CRM. Show all posts
Sunday, April 19, 2015
CRM 2013 Mail Merge missing record(s)
Just came across an interesting thing when running a mail merge in CRM 2013. When I click the final step to complete the merge and print and/or export, the printed results show that a record(s) is missing. I could not figure out how this was possible, but after some troubleshooting, I found that I had to remove the Next Record merge field from the last cell and/or block on the page. For whatever reason, it messes up the order of records and may leave one or more records completely out of your results.
Hope this is helpful!
Friday, July 8, 2011
Success
I realize it's been almost a month now since I took the exam, so I definitely needed a follow-up.
Last time I posted, I mentioned that I was taking the Microsoft CRM 4.0 Applications exam. To my complete joy (and relief), I passed! I finally have a certification that gives me the title of Microsoft Certified Technology Specialist (MCTS). It was definitely not the easiest test I've ever taken, but I prevailed nonetheless. I definitely wouldn't have been able to do it without the help of this post on Richard Knudson's blog. He covers all of the modules in a concise manner and lays to rest any confusion you might have about each entity's status properties. If you want to pass the 4.0 Applications exam, read the aforementioned article.
Now that the certification is done, I'm on to the next one (sorry for the awful Jay-Z reference). In any case, I've started reading Beginning C# 3.0. Apparently, it covers from being an absolute novice to learning advanced concepts and everything in-between. That, along with learning CRM 2011 should keep me busy for...oh,...the next year.
Last time I posted, I mentioned that I was taking the Microsoft CRM 4.0 Applications exam. To my complete joy (and relief), I passed! I finally have a certification that gives me the title of Microsoft Certified Technology Specialist (MCTS). It was definitely not the easiest test I've ever taken, but I prevailed nonetheless. I definitely wouldn't have been able to do it without the help of this post on Richard Knudson's blog. He covers all of the modules in a concise manner and lays to rest any confusion you might have about each entity's status properties. If you want to pass the 4.0 Applications exam, read the aforementioned article.
Now that the certification is done, I'm on to the next one (sorry for the awful Jay-Z reference). In any case, I've started reading Beginning C# 3.0. Apparently, it covers from being an absolute novice to learning advanced concepts and everything in-between. That, along with learning CRM 2011 should keep me busy for...oh,...the next year.
Tuesday, February 1, 2011
How to Format Date/Time fields in CRM Mail Merge
Since I have been working on this for the past hour, I think it only appropriate that I share it with you guys.
By default, when running a Mail Merge, CRM (no matter how you specify the attribute type on the CRM entity) uses a datetime field. This means that even if you create an attribute and set its type as "Date only", CRM will still give you both date and time like this:
"1/25/11 12:00AM"
I followed the steps on Jeremy Winchell's blog and was successful in changing the datetime field to show the desired format:
"January 25, 2011"
Useful.
By default, when running a Mail Merge, CRM (no matter how you specify the attribute type on the CRM entity) uses a datetime field. This means that even if you create an attribute and set its type as "Date only", CRM will still give you both date and time like this:
"1/25/11 12:00AM"
I followed the steps on Jeremy Winchell's blog and was successful in changing the datetime field to show the desired format:
"January 25, 2011"
Useful.
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