Blog Archives

C4CRM Relationship Charts

Posted on October 29, 2014 by Jukka Niiranen — Leave a comment

http://www.relationship-charts.com/ Configurable charting tool for visualizing relationships between records from any entities. Advertisements

Tagged with: crm2011, crm2013, crm3, crm4, crmonline, hierarchy, relationships, visualization
Posted in Usability

xRM Consultancy Client Tree View

Posted on January 16, 2014 by Jukka Niiranen — 2 Comments

http://www.xrmconsultancy.com/what-we-do/client-tree-view/ Hierarchical display of Sub-companies, Contacts, Connections and Opportunities for an Account record.

Tagged with: crm2013, crmonline, free, hierarchy, solution, tree, visualization
Posted in Usability

Auto Summary for Microsoft Dynamics CRM

Posted on May 8, 2012 by Jukka Niiranen — 1 Comment

http://www.gapconsulting.co.uk/solutions/essentials/auto-summary “Auto Summary solution provides you with the ability to store information on a parent record summarised from multiple child records. With Auto Summary for Dynamics CRM 2011 you can sum any source field on all related child records and…