Adding Multiple Users
My organization is in the process of upgrading to CRM2013 On Premise. I am finding it difficult adding users to the new system since there is not a lookup/search field on the Look Up Record form. With over 1000 employees in our active directory file it makes it very challenging.
Category: Administration and Deployment (2)
Phone Call Activities in Calendar View
Our sales force has provided feedback indicating that it would be great to display scheduled phone call activities in the CRM calendar.
Often times users will setup a phone call based on an agreed upon time with a client not realizing that they have a scheduled appointment at the same time....
Category: Unified Experience: Search, navigation and performance (1161)
Open in New Window
Our sales force uses CRM2013 with some individuals deploying through the Outlook Client and others through the Web Client.
All of our users have had difficulties with the right click menus when working within their Marketing Lists.
Once the Marketing List is opened and the members v...
Category: General (1540)