Create a Custom Quote, Order or Invoice Report for your Customers - Story From: Microsoft Dynamics CRM Team Blog
Guest blogger and CRM MVP Donna Edwards talks about a tip to help you customize reports and documents for your customers. Many organizations appreciate the ability to generate ‘branded’ Quotes, Orders, Invoices and other Customer related documents from...(read more)
Categories: Business Intelligence, CRM Best Practices, CRM Software, CRM Technology, Contact Management Software, Contact Management Software Free, Contact Management Software Reviews, Custom Solution, Forms, Guest Star, MVP, Tips and Tricks, Web-Based Contact Management Software, web 2.0 Tags: Contact Management Software, CRM Software
CRM Online Signup: Adding User Names - Story From: Microsoft Dynamics CRM Team Blog
We recently discovered that in the current CRM Online signup there were cases where our default scenario did not work as planned. When the user enters his/her Windows Live ID (WLID), the first name and last name of the signup account for the new organization...(read more)
Categories: Announcement, CRM Online, Forms Tags: CRM Software, sales software
