Wednesday, 12 February 2014

What is the meaning of “Trans” in FF67?

While you are using the command FF67, you will be able to see “Trans” in the second screen, which named the column as “Trans”.

“Trans” is a Transaction.

What is the meaning of “Trans” in FF67

When you create a collection receipting transaction which was paid by the customer and when you made the payment transaction to your vendor, then the entry will be shown here. Those transactions are assigned here at Bank Reconciliation which identifies as payment or receipt. Based on this system, we will be able to identify whether it is a incoming bank receipt transaction or outgoing bank payment transaction. Then you will put together the posting in your main bank account.

Tuesday, 11 February 2014

How to create read only custom attribute in Entity

Using MSCRM WebUI you can create attribute.

How to create read only custom attribute in Entity
  • Settings
  • Customization
  • Customize Entities
  • Account
  • Attributes
  • New
  • New custom attribute Name - new_userid
  • Publish the customization

For not to modify the attributes by any CRM users and make it as a read only you have to follow the below steps.

  • Go to Change properties
  • Select the check box “Disable on the form”
  • That’s it.

Now you have created read only custom attribute in Entity.