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
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
Out of the box, whenever the project PO is receipted (Product receipt posted), the accrual transactions are posted on the GL (General Ledger) level but the cost is not posted