Darren Liu, Microsoft Dynamics CRM MVP
Crowe Chizek and Company LLC
October 2nd, 2007
http://www.crowecrm.com
When you trying to create a view or do an advance find in CRM, you are restricted in CRM version 3.0 to only display the fields of the entity you are currently working with. The ability to show related entity data, although often requested, was not possible. With Titan (CRM 4.0), you can now display the fields from the primary entity and related entities. For example, you may want to return opportunity records with columns related to the estimated opportunity amounts and close dates but also see the account name and state in the view (or resulting Excel export), with Titan, this is now possible.
I will provide a more detailed example later this week, but for the moment I wanted to show off a new feature in the next CRM release that I think will make many users (and implementers) very happy. Take a look at the screen shot for a quick preview (click on image thumbnail to get a full size image).
Darren Liu, is a Senior Consultant and CRM specialist at Crowe Chizek in Chicago. Darren is also a Microsoft CRM MVP and enjoys working with both existing and new clients to leverage the benefits that CRM can provide. Additionally, Darren is very active in the Chinese and English CRM online communities.
