IT Answers » Microsoft Dynamics

Any CRM not based on marketing?

SamSriLanka — Fri, 30 Mar 2012 21:13:15 +0000

I need a simple CRM to assign incoming emails to my staff, and to view their communications between each other. Shocked that I can not find any such thing available! Somebody pls help!

Access to integration manager

Vinny11 — Wed, 28 Apr 2010 16:45:29 +0000

can I restrict access to integration manager at the user level or is it on at the pc level?

Importing History into Microsoft CRM 4.0

Clarry02 — Wed, 24 Jun 2009 17:39:15 +0000

How do I import history in Microsoft CRM 4.0?

Microsoft Dynamics GP 9.0

Azurie — Wed, 04 Mar 2009 08:02:45 +0000

I am using Microsoft GP 9.0 and I`m trying to give access to a company to a certain user but l`m receiving a message “the user could not be added to one or more databases” but he has already have access to two companies.

MS Dynamics & Leads/Opportunities/Accounts

Hugomat — Tue, 25 Nov 2008 20:45:33 +0000

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 over the a sales person.

3) The sales person tries to close the deal, makes quotes, etc. If the deal goes through the opportunity becomes an account. The account is turned over to accounting and support.

4) The accounting team handles payments and support the installation and support.

Considering this, pre-sales only handles/sees leads, sales only opportunities and accounting/support only accounts. For instance, we will hide all leads and opportunities from the support team and they only see accounts.

The problem is that Dynamics CRM seems to have a different concept, i.e. accounts are also used for potential customers. That would explain why an Opportunity can’t be converted to an Account.

Obviously, we want the software to work according to our workflow. What is the best approach to do this (customization, etc)

Thanks

Architecture/MODULES from various vendors

Saytac — Wed, 10 Sep 2008 13:05:38 +0000

I would like to compare the logical modules used by main companies, especially Microsft Dynamics and SAGE. Would anyone here have them?

RSS Feed integration with Dynamics

Pl35668 — Mon, 18 Aug 2008 20:56:46 +0000

Is it possible to build something that would match certain tags from a contact record to the tags that are in an Outlook RSS folder- and then use workflow to generate an email to the contact that includes content from the RSS folder?

Dynamics GP 9.0

Rockkandii — Fri, 16 May 2008 17:02:24 +0000

I have an invoice dated 1899. the system does not recognize a date of 1899 and therefore will not pay the invoice.

Two CRM instances on same domain. Is it possible?

IT4LF — Thu, 14 Feb 2008 15:18:00 +0000

Can you have two instances of CRM 3.0 on the same domain? If so, how do you implement it. Also, how do the two instances affect security? For example will user with “Sys Admin” on CRM1 have the same level of access on CRM2.

Two CRM instances on same domain. Is it possible?

IT4LF — Wed, 13 Feb 2008 23:16:05 +0000