The Portal Connector makes it easy to quickly setup a portal that interacts with CRM. Here let us look at a simple example of setting up Lead form in Insert
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In my last post, I wrote about Leads falling through the cracks, but the other extreme, presents some interesting challenges also. I had a call recently from a prospect who
Recently, while trying to convert a case to work order we got the below error. The immediate thought was to check all the workflow associated to work order and case
We were working with one of our larger customers the other day on their Lead Import process. We noticed that many leads were failing to import. The person handling the
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