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Microsoft Dynamics CRM for Wealth Management RRS feed

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  • Hi,

    That zip file is a 'Solution' file. In your CRM2011 client, goto Settings > Solutions > click 'Import' then select your file. Follow the wizard (tick the 'Activate any processes' flag) then at the end, publish all customizations.

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011
    Tuesday, January 31, 2012 11:07 PM
    Answerer

All replies

  • Hi,

    That zip file is a 'Solution' file. In your CRM2011 client, goto Settings > Solutions > click 'Import' then select your file. Follow the wizard (tick the 'Activate any processes' flag) then at the end, publish all customizations.

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011
    Tuesday, January 31, 2012 11:07 PM
    Answerer
  • We are implementing Microsoft CRM with this accelereator and have added an entity to Portfolio to record non-custodial assets (pendions, life policies etc) and need to include the values with the totals displayed on Portfolios and Legal Entities.

    Unfortunately we cannot find how or where these values are calculated.

    Please can you help.

    Regards

    Peter


    Peter

    Tuesday, February 28, 2012 7:02 AM
  • Peter - your question will likely get better responses in your other post here http://social.microsoft.com/Forums/en-US/crm/thread/61f45a89-bc84-4947-93ac-d5b660e2adf2 since this thread has already been marked as answered (meaning some contributors may not even read it)

    Hope this helps. Adam Vero, MCT

    Tuesday, February 28, 2012 8:09 AM
  • Thanks Adam,

    I will wait for a response to my other post.

    Its the first time I have been on the forum and was not sure how to use it to begin with

    Regards

    Peter

    Tuesday, February 28, 2012 8:23 AM
  • No worries, I just wanted to make sure you would not feel this was being overlooked here

    Hope this helps. Adam Vero, MCT

    Tuesday, February 28, 2012 11:01 AM