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Microsoft Dynamics CRM for Wealth Management RRS feed

  • Question

  • 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


    Peter

    Tuesday, February 28, 2012 7:04 AM

Answers

  • Hello Peter,

    Can you please provide url from which you've downloaded this accelerator? Anyway there are 3 possible for your case places where calculations can be done - Plugins, Workflows or JavaScript.

    Wednesday, February 29, 2012 3:37 AM
    Answerer

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