January 27th, 2010 by sirslur
I was asked a short time ago to build a replacement for a professional services automation tool that a company was using. The platform of choice was MS CRM 4. I am happy to say that it is in beta now with a rollout being in a couple of months.
I have added a new [...]
Tags: automation tool, beta, blog, content window, CRM, entities, invoices, left navigation, MS CRM, ms crm 4, ms dynamics crm, ms dynamics crm 4, professional services automation, psa, return areas, rollout, security, short time
Published by sirslur on Jan 27, 2010 under
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May 27th, 2009 by sirslur
I have created a custom entity in MS CRM 4. I have a couple of lookups (one for product, one for currency), an integer field (quantity) and a couple of money fields (price per unit and total). I wanted to be able to lookup the product and have it populate the price per unit and [...]