Microsoft Dynamics CRM Customization and Configuration

You create a new business process flow on the account entity for your inside sales team. The business process flow has four stages. The first stage contains thr...

On the Account record in Microsoft Dynamics CRM, you create business rules that update the Credit Limit based on the Relationship Type option set. After which t...

You are configuring two business process flows for a custom work order entity. In the business process flow for the sales team, you need to prevent a user from...

An Account record has an Option Set named Relationship Type. You need to ensure that when the Relationship Type is not Customer, the Account Number field does n...

A business services customer reports issues with a case entity. You have two support tiers. Your support users are grouped by their tiers into separate business...