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Drolfrawd 12-03-08 04:13 PM

Microsoft CRM V3
 
Detail later

Does anyone know about CRM?

If so let me know please.

I have a complex problem i need help with!

jcrox 12-06-08 10:30 AM

Re: Microsoft CRM V3
 
I've never used Microsoft's, we use Salesforce.com. What are you trying to do?

Drolfrawd 12-06-08 06:19 PM

Re: Microsoft CRM V3
 
Quote:

Originally Posted by jcrox (Post 1865687)
I've never used Microsoft's, we use Salesforce.com. What are you trying to do?

Thanks for showing Interest jc. Ok havn't looked at it for a few days , but anyway im fairly new to crm.

In sales\invoices, when a user opens the invoice, there is a section that says "Write In". What they want is the part number from the invoices to be carried over to this form.
I cant get it. Not really sure if it can be done within crm or if its a sql edit or something along these lines , if you have an idea it would be gratefully received jc. If you need more detail , i wil get it Monday.

Thanks

jcrox 12-06-08 08:45 PM

Re: Microsoft CRM V3
 
If you have access to the API (usually requires purchasing an upper level version of the product) you should be able to insert it in there pretty easily. There should be some documentation out there somewhere that will tell you how to do that.

I don't have time to check it out but, something like this: http://msdn.microsoft.com/en-us/library/bb928212.aspx may help

Drolfrawd 12-07-08 05:41 PM

Re: Microsoft CRM V3
 
Quote:

Originally Posted by jcrox (Post 1866202)
If you have access to the API (usually requires purchasing an upper level version of the product) you should be able to insert it in there pretty easily. There should be some documentation out there somewhere that will tell you how to do that.

I don't have time to check it out but, something like this: http://msdn.microsoft.com/en-us/library/bb928212.aspx may help

Thank you for that Info jc , its an avenue i did not have before.

Thank you


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