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  • Microsoft Dynamics CRM 4.0 – Advanced Find

    I have recently started using Microsoft Dynamics CRM 4.0 and I have noticed that when using the Advanced Find option I have the ability to build my own queries by adding and removing columns from the front end. But can anyone tell me where I can map the data brought back from these columns to the...

    Darraca290 pointsBadges:
  • 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 the role...

    Anigam5 pointsBadges:
  • 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...

    BrentSheets6,925 pointsBadges:
  • 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:
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