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I need some help with my Dynamics CRM 2013. The areas specifically are designing and implementing XML quote/invoice forms (immediately), creating workflows (where beneficial), appointment merging via the Outlook calendar and creating a workflow to email the client with a mail merged contract, general health check of the program including lookin...
“I asked this company to produce and XML form which I will use in my Dynamics CRM. After two weeks I finally received the newly created forms in Quotes, Orders and Invoice section. There are details missing from the client contact details, the date of the form creation is missing and show "error" in the date field, company logo's are mixed onto the wrong forms but even worse is that the product detail fields are completely mixed and duplicated on the invoice form. Totally unusable and irrelevant information on the form.
This company also customized my Opportunity form but without any benefit to the CRM.
Finally, a workflow to automate the appointment to email information does not work
I am totally disappointed and have wasted time and money on this company. Use them at your own peril!”
“I have serious apprehensions about this client. We worked for this client for three weeks and as soon as he got the third invoice he started complaining about our work? He never once in those three weeks told us that he is not happy with our work. We created the quote, order and invoice reports via fetch-XML. We designed a total of 6 reports and were currently working on the maintenance sheet report. We did other customizations as well in those three weeks. Was this client SLEEPING for all those days??? The errors he sent to me could have been fixed in less than two hours, but he cancelled the project knowing that he has got what he required and ran away with our work & payment.
This client asked for several revisions for the reports which we did and again never complained. Client later locked out of his CRM he is and now saying that nothing is working and everything we did have errors. Again why it took him this much of time doing just the UAT???
It is a simple case of a client using freelancer to do his work on his production environment and once he has got the desired results not willing to pay him and locks him out. Also why didn”
I have a client who has both MS CRM and GP. We are creating a custom portal for them for reporting. The portal will be in ASP.NET.
Currently we want to create three different reports showing quotes (CRM), orders (GP), and Sales. We want to show inventory and quote activity. We want to mainly show summary data with drill down detail.
What is th...
In the same system there is a custom entity name Bulk Inquiries where we would like to eliminate some double entry. The end user fills out address and contact information in the General section of the form. Then in the Mailing section of the form, they fill out the publication name and quantity of travel brochures to send to a company. The end user...