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 would I go about [...]

Answer Question   |  November 29, 2010  5:39 PM
CRM, Dynamics CRM, Microsoft Dynamics CRM 4.0

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.

Answer Question   |  November 29, 2010  4:42 PM
CRM, CRM management, Dynamics CRM, Microsoft Dynamics CRM 4.0

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                                  399200 [...]

Answer Question   |  November 29, 2010  4:14 PM
CRM, CRM applications, CRM management, Dynamics CRM, Microsoft Dynamics CRM 4.0

Custom Entity not accessible to Specific Security Role in Microsoft CRM 4.0
Hi, I have created a custom entity in CRM 4.0. As per my business requirement it is required to give access to this custom entity to some Specific users which are not using other entities of CRM. I created a new security role and enable a user based access to custom entity. then I assign [...]

Answer Question   |  June 18, 2012  6:39 AM
Microsoft Dynamics CRM, Microsoft Dynamics CRM 4.0, Microsoft Dynamics CRM custom entity

Free Chapter – The evolution of Microsoft Dynamics CRM 4.0
Another free chapter download is available on the IT Bookworm Blog. Written by: Marc J. Wolenik and Damian Sinay Book: Microsoft Dynamics CRM 4.0 Unleashed Overview: “Microsoft Dynamics CRM 4.0 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, and managing Dynamics CRM in your unique business and technical environment. Authored by two leading Microsoft [...]

Answer Question   |  January 26, 2012  12:00 PM
Damian Sinay, Free Chapters, Marc J. Wolenik, Microsoft Dynamics CRM, Microsoft Dynamics CRM 4.0, Sams Publishing