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Have you given your independent sales reps CRM licenses so they can access CRM directly, rather than going through the Portal? Do you want them to have visibility only to the accounts, opportunities and leads that they are personally working?
The following steps will help you achieve this via the use of Access Teams:
Whether you’re a user that just wants to share a view with someone or you’re an administrator/manager that would like to create and distribute personalized views, sharing personal views is a very common thing, so it’s surprising that CRM for Tablets does not support it. Shared views that a user does not own do not display in the mobile app. Even worse, if the user has access to a dashboard that contains personal views, they’ll receive a generic error:
After upgrading from CRM 2016 to Dynamics 365, we noticed that the Notes control on a form for one of our custom entities was no longer working properly. It would display, but there was no longer any way to add notes to the record:
When it should be displaying like this:
The roles that sales and marketing play in an organization and their relationship depend on how company leadership decides to manage and enable cooperation between these two functions. A recent CMO Survey© evaluated how firms structure the sales and marketing relationship. These were the results.
While working in Dynamics CRM, I needed to add several options to a few different optionsets on the Lead entity. Adding the options isn’t difficult, but can be tedious and repetitive, so I didn’t want to do it manually. I decided to leveraged the CRM SDK and used a LINQPad query to populate the optionset as shown in Figure 1.
I have been doing a lot of custom workflow steps lately for MS CRM. I've been using the CRM Developer Extensions which makes it so easy to get started with a plugin or custom workflow. If you add a CRM Workflow Class template, it adds the following lines (I've omitted a few others it adds for clarity):