Choose an account to connect this opportunity to, so that the relationship is visible in reports and analytics, and to provide a quick link to additional details, such as financial information and activities.
Check incoming email in Outlook and determine whether an email should be linked and saved as a Microsoft Dynamics CRM record ...
Choose a data map to match the import file and its column headers with the record types and fields in Microsoft Dynamics ...
Choose a model configuration to test topic analysis.This will automatically start a new model build immediately to execute ...
Choose a parent goal if the current goal is a child goal. This sets up a parent-child relationship for reporting and analytics. ...
Choose an account to connect this opportunity to, so that the relationship is visible in reports and analytics, and to provide ...
Choose how the duration of the service should be calculated. If it is always the same then choose fixed, otherwise choose ...
Choose the account's preferred service facility or equipment to make sure services are scheduled correctly for the customer. ...
Choose the article that contains additional information or a resolution for the case, for reference during research or follow ...
Choose the campaign that the lead was generated from to track the effectiveness of marketing campaigns and identify communications ...