locked
CRM 2016 - Custom Extension for Trade Shows RRS feed

  • Question

  • Hello - 

    I'm wondering if there is a standard solution available to create a trade show list (Show Name, Date, City) and associate accounts to the shows.  We continuously add accounts and shows.  The show dates keep changing and the accounts going to the shows keep changing.  Just need to see 'ABC Show 2016' is in October and then see what clients are going.

    What someone made for us isn't working well.  We can't filter or sort by date.  And the show is more of a label than an object that we can associate accounts to.  Does this make sense?

    I'm new to Dynamics and would be grateful for any advice.

    Thanks!

    Wednesday, August 24, 2016 12:54 AM