3 Reasons Your Go Live Date Should Never Be January 1st
3 Reasons Your Go Live Date Should Never Be January 1st We’ve encountered quite a few companies that want to, or already have, selected January 1st as their planned go live date—and why not? After all, the first day of a new year seems like an intuitive day to…
Transfer Account Records Without Transferring Ownership – MS Dynamics CRM
Transfer account records across users without transferring ownership of all prior activities A common question we regularly get from CRM users is how to transfer account records from one user to another without transferring ownership of all prior activities. For example; say you transferred 100 accounts to a new account rep,…