new to crm

Last post 06-11-2008 12:27 AM by KrishnaPrakash. 2 replies.
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  • 06-08-2008 4:50 PM

    • Kuda
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    • Joined on 06-08-2008
    • Posts 1

    new to crm

     

    hi guys, im new to microsoft dynamics crm 4.0 and im implementing it at our company!im trying to customize the forms and view to suit our business.So what i've done is i've added more columns and published the customizations after saving but the new changes are not showing or taking effect!i need help  please!!what could be the problem?
  • 06-10-2008 8:40 AM In reply to

    • Arm
    • Not Ranked
    • Joined on 06-10-2008
    • Posts 1

    Re: new to crm

    Hi, I am assuming you are referring to "views" which are not updated according to your customization.

    There are several views to take note especially

    1) Active Views (Default)

    2) Associated Views

     

    Make sure you have updated the correct view. 

     

     

  • 06-11-2008 12:27 AM In reply to

    Re: new to crm

    i think u just need to close the client and open again after publishing. Do u have a implementation partner?

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