Browse by Tags - Microsoft Dynamics CRM Forum - Microsoft Dynamics CRM - Microsoft Dynamics Community

Microsoft Dynamics CRM

Join

Related Posts

Forum Post: Koverting Lead - take over Leaddescription into Contact

Fabian Henzler

Hi everyone, We i'm converting a lead into a company and a contact, I'd like to adopt the description-field in my lead into the description-field in my contact and company. How can I manage that? Thanks and best regards, Fabian

on 28 Jan 2009
Forum Post: Re: Re: Re: Re: Relationship b/n Account, Contact and Opportunity Entities

Kinga

Hi Henrik Once again many thanks for your help with this! If anyone else has any suggestions on how to overcome this problem please leave a post. Kinga

on 29 May 2009
Forum Post: Re: Relationship b/n Account, Contact and Opportunity Entities

Kinga

I have had 2 suggestions so far as to how to overcome my problem but I still have some questions... Does anyone know of a reason why I couldn't just igore the OOTB setup for the Opportunity Contact in the Opportunity Entity (which is either an Account or a Contact), hide this field on the Opportunity...

on 2 Jun 2009
Forum Post: Delete Read Only / Closed Items

Stephen Price

Hello Everyone, Here is how to delete almost any Read Only / Closed item in CRM 4.0. Create a workflow to change the status of the item for closed to new or draft. For Example... You just installed CRM 4 and are using some test accounts and creating some test invoices... You try to delete the test invoices...

on 6 Aug 2009