[Okta Webinar] Learn how to a build a cloud-first strategyRegister Now

x
?
Solved

CRM Dynamics

Posted on 2012-08-27
4
Medium Priority
?
527 Views
Last Modified: 2012-08-28
Hello, I am a complete newbie in Dynamics CRM on line.

I'm trying to add a new lead and when I go into the "details", I have a field "lead source" with some information already filled to select.

I would like to know, how to add a new entry to this kind of field to be selected.

thanks

HicSunt
0
Comment
Question by:HicSunt
  • 2
  • 2
4 Comments
 
LVL 30

Accepted Solution

by:
Feridun Kadir earned 2000 total points
ID: 38337204
Via customization. You can add new values to the Lead Source option set or amend the existing values. You must have the appropriate rights to do customizations.
0
 

Author Comment

by:HicSunt
ID: 38337640
Thank you for your response. I am able to add it, but when I try see the actual leads, the new options are not appearing. What can I be doing wrong?
0
 

Author Comment

by:HicSunt
ID: 38338644
Solved...  After change it, I need to publish it !

Thank you!
0
 
LVL 30

Assisted Solution

by:Feridun Kadir
Feridun Kadir earned 2000 total points
ID: 38338795
That's the one. Always publish after customization changes.
0

Featured Post

Vote for the Most Valuable Expert

It’s time to recognize experts that go above and beyond with helpful solutions and engagement on site. Choose from the top experts in the Hall of Fame or on the right rail of your favorite topic page. Look for the blue “Nominate” button on their profile to vote.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

This is a walkthrough guide I wrote whilst upgrading my on-premise MS Dynamics CRM 3.0 deployment to 4.0. This covers the actual installation of the product to a working level for my system, I ran into a lot of issues that the steps below fixed so h…
Desired Skill Set for Microsoft Dynamics CRM Technical Resources – Part II
In a question here at Experts Exchange (https://www.experts-exchange.com/questions/29062564/Adobe-acrobat-reader-DC.html), a member asked how to create a signature in Adobe Acrobat Reader DC (the free Reader product, not the paid, full Acrobat produ…
As many of you are aware about Scanpst.exe utility which is owned by Microsoft itself to repair inaccessible or damaged PST files, but the question is do you really think Scanpst.exe is capable to repair all sorts of PST related corruption issues?
Suggested Courses
Course of the Month20 days, 8 hours left to enroll

868 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question