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Blog Post:
Company and Person Workflow Progress with Tracking tab in CRM
Jeff Richards
Many thanks must go to a colleague in the UK professional services team for this article. Introduction Customers often request the ability to track Company or Person changes in much the same way that CRM offers with Opportunity and Case entities. As standard, CRM does not offer a CompanyProgress...
on
3 Jul 2009
Blog Post:
CRM.AddContent() & Dummy Field Trick
Jeff Richards
I thought I had written about this trick before but it appears not! A customer needed a technique to allow a chart to be displayed at the top of the company screen. This is a bit like the PipeLineGraphic of the OpportunityList or CaseList system screens. The way this has been added is really...
on
28 May 2010