Web Resources Customization
The eResources menu that can be accessed on the Account and Contact edit screens in Microsoft CRM is a great way to get contextual information from an external Web site based on the current record displayed. For example, these options can be used to get a list of restaurants near a customer's place of business or look at the weather in the customer's part of the world. However, there are only five resources available, new links cannot be added or removed, and the destinations of the existing links can't be changed.
NOTEAll but one of the default links on the Web Resources menu redirect the user to a Microsoft-owned Web site. The Research Company link refers to Hoovers. |
Now, we just said that the destinations of the ...
Get Special Edition Using® Microsoft® CRM now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.