Here’s an issue that can be rather annoying. You want to display activities by week. You set up your chart and have a view that includes data from the last 5 weeks. The only problem is, that a view showing the last 5 weeks doesn't show the last 5 weeks. It is showing you the … Continue reading Display only complete weeks or months in charts
MS Dynamics CRM gives you a plethora of options for setting your activities regarding a specific record. Most companies have guidelines on which entity certain activities should be set to. For example, an often recommended approach is to set activities regarding the opportunity it is about. However, if a sales person simply clicks on the … Continue reading Is your “Regarding” field on activities set correctly?