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    Do the templates work together or is it that you can have one template or the other?  I am referring to mainly the wealth management and Insurance Templates.   Does any one use them both and do you have any problems using and customizing?

    Thanks,

    Bilal

    Wednesday, November 7, 2012 1:16 PM

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    The templates are designed to be used alone. Some customizations from one template might overwrite customizations from another template. The templates aren't design to be used in combination: they're just for demonstration and inspiration and shouldn't be used in development or production.

    Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    • Marked as answer by Bilal AH Tuesday, November 27, 2012 8:45 PM
    Monday, November 26, 2012 4:23 PM

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  • Question
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    The templates are designed to be used alone. Some customizations from one template might overwrite customizations from another template. The templates aren't design to be used in combination: they're just for demonstration and inspiration and shouldn't be used in development or production.

    Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    • Marked as answer by Bilal AH Tuesday, November 27, 2012 8:45 PM
    Monday, November 26, 2012 4:23 PM
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    Why can't I access Reports after downloading the NFP Accelerator?  The sitemap has been modified and Reports cannot be re-added.  No access to Report Wizard.  I'm obviously missing something obvious.  Any help would be appreciated.
    Tuesday, December 4, 2012 6:31 PM