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Microsoft Dynamics CRM for Nonprofit Organizations

问题 Microsoft Dynamics CRM for Nonprofit Organizations

  • 2012년 7월 2일 월요일 오후 5:17
     
     
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    Has anyone used the solution for NonProfits? I'm trying to figure out how to get at the custom addresses entity via advanced find that is included in this solution. I can write custom Fetchxml to pull donors and their addresses but I'm not able to do this via the native Advanced Find UI. Any input or verification would be appreciated.

    Keith Mescha

     

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  • 2012년 7월 25일 수요일 오후 7:11
     
     
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    Hi,

    Hope you are using the latest NotProfit from http://dynamics.pinpoint.microsoft.com/en-us/applications/microsoft-dynamics-crm-for-nonprofit-organizations-12884926413

    You should be able to Click on Advanced Find & scroll the entity list to get to the "Addresses" entity. You can build your query and save it with any name.

    This view will not be seen anywhere in the application sitemap as you cannot specify to view this entity anywhere in the sitemap.

    However you can go to Forn Editor for Household/Organization or Constituents. Click on "Navigation" and add "Addresses" from the Relationship Explorer into the Navigation bar on the left hand side. Save & Publish the form. Now when you open any Constituent/Household/Organization record & go to the Addresses navigation you will be able to select your Personal View that you created with Advanced Find UI.

    See if this suffices your needs,

    Thank you,

    RBaliga