Wednesday, March 10, 2010

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Altriva Solutions Blog - CRM (Microsoft Dynamics CRM), SharePoint (MOSS), Application Development, and Integration Solutions.
Posted by: Tim Dutcher on 7/29/2009 | 0 Comments
  • Categories:
  • CRM
Adding a custom event calendar to Dynamics CRM 4.0 can help team members stay in synch on events, milestones, and deadlines and can help provide visibility into major events. Although CRM 4.0 provides a calendar view in the product, a custom calendar is often needed to show events that are not time-based and are not linked to appointments or service activities. This blog post provides examples of how various industries can utilize a custom calendar and provides technical details for how a custom calendar can be implemented.
Posted by: Hoss Hostetler on 7/10/2009 | 0 Comments
  • Categories:
  • CRM
There are many instances where businesses want multiple "owners" of something within CRM. Having multiple users own something comes in many different forms when related to CRM. Examples include team selling using CRM Opportunity records, team support using Cases, and Tasks assigned to a group. Microsoft CRM is constructed such that one user is the "owner" of each record within CRM. Can we alter the system to modify this ownership?
 


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    "Apologies to those who have commented on this post -- your comments have been mistakenly removed." Read more
    by Phil Edry on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

      
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