CRM 2013 through getting the company information RRS feed

  • Question

  • Hi

    I have a client abc, they are having different vendors and clinets

    I need to get those information

    is it any tool is available to get those things in MSCRM 2013


    Monday, March 24, 2014 1:37 PM

All replies

  • "I have a client abc" - is this a record in CRM, or just a client you have?

    "they are having different vendors and clinets" - how do you know? is this public information, or information that your client has shared with you?

    "I need to get those information" - where would you get it from? Or do you mean you want to find a way to record it in CRM once you have got it? To record it, create appropriate entities and relationships, or use Connections

    Hope this helps.
    Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011
    UK CRM Guru Blog

    Monday, March 24, 2014 6:57 PM