iCRM Blog

Works (on and off line) with:

• Internet Facing Deployment (hosted deployments)
  
• On-premise
  
• Live
  

Supported Entities:

• Accounts
  
• Contacts
  
• Opportunities
  
• Leads
  
• Cases (incidents”)
  

Activities:

• Phone Call
  
• Task
  
• Email
  
• Fax
  
• Letter
  
• Appointment
  
• Letter
  
• Service Appointment (only creates service appointment does not complete them)
  

 

Associate Entities (Creating one entity from an other including all mappings)

• From Account
  • Contact
  • Incident
  • Opportunity
  • Quote
  • Sales Order
  • Invoice
• From Contact
  • Incident
  • Opportunity
  • Quote
  • Sales Order
  • Invoice
• From Opportunity
  • Quote
  • Sales Order
  • Invoice

   

Tags: Account, Activity, case, contact, lead, One Click Activity, opportunity

This entry was posted on Thursday, January 14th, 2010 at 11:03 am and is filed under Dynamics CRM. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.