Hello,
I'm a CRM beginner and I have a question concerning CRM solutions:
When I log into my online CRM account, I can see "Create" button for creating new accounts, contacts and so on.
Now, when I go to customization and do some changes in the Entity Account form and maybe add workflows to run upon "Account" creation, do these changes affect the "Account" created when I "Create"-->"Account" on my
homepage ?
I mean, is it the same solution ?
Now when I create a new Custom solution, create entities and workflows, how can i test this solution ? How can I make this solution i just created to be the default solution that I use when I log on into my CRM ?
Am I getting something wrong here ?
Appreciate your help.