I answered a forum post on this question but as I couldn’t upload a picture I thought I might as well add this as a blog post and upload the picture to the blog. The user wanted to create a report of all the phone call activities for a campaign. It was a little confusing… [Read more…]
The functionality of CRM 2011 allows individuals to create personal views and save them. This is very useful and doesn’t impact on anyone else, it’s one of the powerful tools and ideas in CRM 2011. The one problem this can lead to is it’s easy to create views but then you can slowly start to… [Read more…]
I was trying to set up a new entity and link it to a contact. The example in this case was they wanted to have a Language Entity which they could add languages to a contact. They would then want to search for contacts which had certain languages. I set up my new language entity… [Read more…]
February 11, 2012
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