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As more than 4,000 of you out there have already discovered, we recently released a User’s Guide for Microsoft Dynamics CRM 4.0 . The Microsoft Dynamics CRM 4.0 User’s Guide includes all of the basic end-user information available in Help...
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In an earlier blog ( E-mail to Case/Lead Using CRM 4 Workflow ), I described a sample workflow that could be used to automatically create cases based on emails sent to a queue. One of the questions that was frequently asked for the above blog was that...
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When creating a new Marketing List from the detail form you will notice that the Member Type field has no default value, you must select what the member type should be. The Member Types allowed on a Marketing Lists are restricted to Account, Contact,...
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Today we welcome our guest blogger and CRM MVP Ayaz Ahmad . Last week I looked for the best approach to use auto numbers in Microsoft Dynamics CRM. After discussion with my peers I have come to the following possible options that can be used for auto...
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