Solved

CRM Dynamics 4.0 questions

Posted on 2014-01-16
3
317 Views
Last Modified: 2014-02-10
Hi All,

I have a couple of questions relating to CRM Dynamics, here goes:

Opportunities Search Filter:
When attempting to search within opportunities we can only search the 'Topic' column and cannot seem to search any of the other columns displayed on the search page. One of the columns we would like to search is potential customer and this column is displayed on the search page and I have also gone into customizations to look into the attributes of this field and ensure ensure it is set to searchable> Yes which indeed it is. I am confused right now with this and why it is occurring.

Populating account
Is there a way to populate a new or existing account with the main contact info once the contact for the account has been selected as we are finding we are double handling info when creating a contact and then need to enter the same info into the account page.

Any assistance on these 2 issues would be greatly appreciated and Thanks in advance.
Adma.
0
Comment
Question by:Adma1
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 2
3 Comments
 
LVL 29

Accepted Solution

by:
Feridun Kadir earned 500 total points
ID: 39787882
Question 1: Go to customization and look at the Quick Find view, there you will see that you configure Find columns.

Question 2:  . I'm not exactly sure what you are looking to do, it sounds as if you want to copy data from a contact to the parent account. I think that will require Jscript
0
 

Author Comment

by:Adma1
ID: 39793151
Thanks Feridun, your response to Question1. was spot on.


Q2. we are just to save on the double handling of inputting the contact info twice and have the contact information present when creating the account, i.e. fields already pre-populated.
0
 
LVL 29

Assisted Solution

by:Feridun Kadir
Feridun Kadir earned 500 total points
ID: 39794800
If a contact is created from within an account, then fields such as address fields are copied from the account to the contact.

So the process is create the account first, save the record, then create the contact record. If you create the contact first and then create the account CRM does not offer a way to populate fields in the account. It could be done using some form of programming.
0

Featured Post

Online Training Solution

Drastically shorten your training time with WalkMe's advanced online training solution that Guides your trainees to action. Forget about retraining and skyrocket knowledge retention rates.

Question has a verified solution.

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

For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
Desired Skill Set for Microsoft Dynamics CRM Technical Resources – Part I
The Email Laundry PDF encryption service allows companies to send confidential encrypted  emails to anybody. The PDF document can also contain attachments that are embedded in the encrypted PDF. The password is randomly generated by The Email Laundr…
Are you ready to implement Active Directory best practices without reading 300+ pages? You're in luck. In this webinar hosted by Skyport Systems, you gain insight into Microsoft's latest comprehensive guide, with tips on the best and easiest way…

730 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