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  • CRM opportunity entity will not open “New Opportunity Product”

    I am currently experiencing an issue within my Microsoft Dynamics CRM 4.0 Opportunity entity. When I try to input a new opportunity product. I select the button on the form “New Opportunity Product,” but instead of opening this, it does nothing at all. What could cause this to happen? And how...

    Diamond882215 pointsBadges:
  • If product is selected on account can CRM automatically input account into marketing list?

    I would like to know if there was a way that when a certain product is selected on a CRM account if it could automatically input that account into a marketing list? What steps would I need to take in order to implement this process? I appreciate all the help.

    Diamond882215 pointsBadges:
  • Best way to input Products into CRM

    I would like to know what the best way to input products into CRM? I don’t much like how it is laid out in CRM now. I would like it to look more like a tree. Such as listed below. Manufacturer: Akzo Brand: Sikkens Primer Brand: U-Tech Primer Part Numbers: 399199 2K100 Grey...

    Diamond882215 pointsBadges:
  • Best CRM

    Why MS Dynamics CRM not the No 1 in the world? and what is the best one? it can be used online?

    8635 pointsBadges:
  • MS Dynamics & Leads/Opportunities/Accounts

    We have three groups of people: 1) Pre-sales 2) Sales 3) Accounting & Support These are our sales stages: 1) We collect leads. Some leads might be interested in our product some are not. 2) Pre-sales qualifies the leads. If there is a potential sale the lead becomes an opportunity and is turned...

    Hugomat5 pointsBadges:
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