O'Reilly logo

Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Managing Data Fields

Each Microsoft Dynamics CRM entity has many data attributes (fields). The basic templates have default attributes (fields) chosen, but you can add or remove data attributes (fields) that you want within the template. Just click the Data Fields button to see those fields (see Figure 14.9).

Figure 14.9. The Data Fields button.

Image

One use of a template is to prepare professional-looking quotes. You can take data from a quote entered in Microsoft Dynamics CRM and merge it into a Microsoft Word document, using a template to merge it into a final Word document that includes your logo, choice of fonts, colors, and the data fields of ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required