Purpose & Scope: How to create a Test Microsoft Dynamics SL company from my Live Microsoft Dynamics SL company. Procedure: Create a complete backup of both your System and your
KBA-01609: Project Cost Analysis Summary DataKBA-01609: Project Cost Analysis Summary Data
Question: What’s the fastest way to grab project cost analysis data for reporting? Answer: Project Cost Analysis data includes amounts from the budget, actual, committed and forecast costs and revenue.
KBA-01602: Understanding how Project Teams are Stored in the DatabaseKBA-01602: Understanding how Project Teams are Stored in the Database
Question: How and where is the project team stored? Can I update the project team from external sources? Can I update the project teams based on revised Build Team rules? Answer:
KBA-01597: Extending the Contact Save TransactionKBA-01597: Extending the Contact Save Transaction
Question: How can I update other SQL data when a Spitfire contact is saved? Can I inject complicated validations and business logic into the sfPMS data layer? Answer: When a contact
KBA-01595: Naming Automatically Attached Files from TemplatesKBA-01595: Naming Automatically Attached Files from Templates
Purpose & Scope: How to name automatically attached files from templates. Procedure: The system default is controlled by the template name and the TemplateAttachPrefix and TemplateAttachSuffix rules (see KBA-01265). You should
KBA-01262: How to replicate a folder structure from a network drive to the Spitfire catalogKBA-01262: How to replicate a folder structure from a network drive to the Spitfire catalog
Purpose & Scope: Use Spitfire‘s sfLoadFile utility to create folders in the Spitfire Catalog based on an existing set of folders you already have on your local or network drive.
KBA-01183: Extensions to Document Save Transaction; SaveCustomDocExtn RulesKBA-01183: Extensions to Document Save Transaction; SaveCustomDocExtn Rules
Question: How can I update other SQL data when a Spitfire document is saved? Can I inject complicated validations and business logic into the sfPMS data layer? Answer: Use the
KBA-01511: Using Subordinate DocumentsKBA-01511: Using Subordinate Documents
Question: Can I have a custom Doc type include a TO tab like the Bid Package, where other related documents are created and listed? Answer: Yes! Here is an overview
KBA-01582: Password Expiration and Requiring a New PasswordKBA-01582: Password Expiration and Requiring a New Password
Question: Can I set a minimum for password length? Can I make passwords expire after a certain number of days? Can I make a user (or all users) have to
KBA-01473: Best Practices: SQL MaintenanceKBA-01473: Best Practices: SQL Maintenance
Question: How should I set up my SQL Maintenance Plan? Answer: The overall strategy is to use SQL‘s maintenance tool. No additional investment in backup agent software is required unless