Help Your IT Help You
“CRM is not working.” Says, Co-worker. This, or something like this, is usually what the IT department receives whenever a User is having some sort
November 11, 2016
Tag: Microsoft CRM
Custom CRM Reports with External Data
Perhaps you wish to provide your Sales Reps with the Customer Statement from Dynamics GP or a report which summarizes order history. We would be able to use pre-filtering to only pull orders in GP for the Account in question or if your Sales Rep is on the road, still allow them to print out a Customer Statement without having to us a VPN to access GP. Great! So, I’ll just upload the report I created into CRM and be able access my external data. Not so fast.
October 2, 2014
