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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...
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...
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...
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...
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...
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...
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