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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:
Adding a selection list of Person email addresses to the Email screen
Jonathan Jack
When sending emails from within CRM it's sometimes useful to be able to add in multiple people from the associated Company. To do this you can (this example uses sdata): 1) Create a view on the system to expose the necessary person information. 2) Expose the view by adding it to CRM as a table...
on
13 May 2016