A client in the construction industry wanted to automatically create a new Project record in Dynamics 365 Customer Engagement when a project Quote was approved. They also wanted the…
To hide or show a tab based on a Boolean field, use a javascript web resource function. The following is a function to use. It is based on the execution…
If you’re like most Sales professionals, you don’t aspire to be a Dynamics CRM expert. You want to know enough to keep the Customer Relationship Management (CRM) system working for you, i.e., help you stay organized and close more sales. Understanding basic CRM concepts will help you get up to speed faster on your new CRM. That’s what I’ll be tackling over the next few months with my blogs. Let’s start with some background on 4 basic types of sales records: Account, Contact, Lead, and Opportunity.