Hot Solutions

Copy fields from Quote Product to Order Product in Microsoft CRM 2011

Tags:Microsoft CRM 2011, order, quotes

Hi,

We are wanting to Copy fields from Quote Product to an Order Product in Microsoft CRM 2011 when you convert a quote to an order. It already copies description etc. however we have added some more fields such as costing and supplier and we...

CRM - Lookup for different fields of the entity

I would like to lookup different fields for an entity, how would I do that? How many relationships do I define?

e.g.

Plan Entity
PlanName, PlanAccountID, PlanDescription
I would like PlanName, PlanAccountID map into name, AccountID for...

Help finding a reference for the WinParams property of a button added to the ISV.config file

Tags:WinParams ISV.config Button

When adding buttons to the ISV.config file to customize Dynamics CRM, there are many different properties you can specify like:

ValidForCreate="0"
ValidForUpdate="0"
PassParams="1"

Another property named WinParams is used to control the...

CRM 2011 - Integrate Web site with IFD CRM 2011

Currently, I have a IIS web site user that login with user/password that is stored in our Active Directory,  we have a CRM 2011 that configured for IFD.  Is there any possibility to tie this two together so the user only need to login once.  What...

Inhouse ERP to Cloud ERP - Data Migration

Tags:ERP, Data Migration

We are moving from a inhouse ERP to Cloud Service ERP. What would be involved in the following steps:

-Extraction, Concolidation and Cleansing of Data to be migrated (When is the data cleaned)

-test loads

-production loads

The cloud...

looking for a CRM software

I am looking for a CRM software that is open source , we currently using ACT but I am really not satisfy with it. I would like another software that is Open Source but that is able to have my client take part of the database offline and then...

Loading Advertisement...

Top CRM Software Experts

  1. Chinmay_Patel

    9,650

    0 points yesterday

    Profile
    Rank: Genius

  2. feridun

    5,010

    10 points yesterday

    Profile
    Rank: Genius

  3. techhealth

    4,400

    0 points yesterday

    Profile
    Rank: Guru

  4. rakeshAgarwal

    1,800

    0 points yesterday

    Profile
    Rank: Guru

  5. ericpau

    1,000

    0 points yesterday

    Profile

  6. d507201

    1,000

    0 points yesterday

    Profile
    Rank: Master

  7. cornerit

    200

    0 points yesterday

    Profile

Hall Of Fame