April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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Stakeholder and Sales Team Lists
These lists appear on the Opportunity entity form, and they display the primary field and role for the listed contacts/users. These lists include the ability to create and edit directly from the app by tapping on the + button in the Stakeholders list (as shown in Figure 17.21). When creating a new record, two options are presented: the User Name (Contact lookup) and a second one to select the Role. Similarly, for Sales Team, the first field lookup is for the User entity, instead of the Contact.
FIGURE 17.21 Sales Team lists.
Lists
Lists display (shown in Figure 17.22) columns in a similar way to what you see ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.