In the middle of an implementation of CRM 2015, a client of ours expressed that they needed the invoices to come over into CRM from GP without Products. We reviewed the connector and tried multiple attempts, but the invoices would fail if the invoice in GP was tied to a product in GP. Even if […]
Merging is available in CRM on accounts, contacts and leads. It allows users (with the right permissions) to select two records and merge the information contained in both records into one winning record. The losing record will be deactivated. When two records are merged, all the child records associated to the losing record will be […]