Q&A

Q. We are thinking of using contacts for items other than “people.” Is this a problem?

A. Renaming contacts and using the entity differently is not a problem; it is commonly done in some industries.

Q. We want to be able to fax from Microsoft Dynamics CRM. Is this what the Fax activity is for?

A. No. The Fax activity does not send a fax; it is designed to remind you to send a fax or track that a fax was sent.

Q. We have a drop-down list for salutation. Can we change the Salutation field to a drop-down list?

A. No. The Salutation field in Microsoft Dynamics CRM cannot be changed, but it can be taken off the form and replaced with your own salutation attribute (field).

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