In some cases it is necessary to hide some items from the side menu according to the CRM user’s assigned role. To do this we need to modify the SiteMap from the CRM. The example given in this post is done on CRM 2011 but it also applies to CRM 4. We are...
In CRM 4.0 by default we do not have a Picklist where to select multiple items. In the post below I am giving the details to get this functionality. Firstly, we create a Picklist with all values. Then, we create a text field which is going to store the...
Our main service is providing nearshore outsourcing to customers around the globe. It is very important for us to track effort spent as much detailed as possible, and report it to our customers, usually on a weekly basis. After trying with other tools...