Bill Malone is a person whose contact record is inactive in the CRM database because he doesn’t represent the partner company anymore. All fields on his contact form are visible but it is not possible to edit them or otherwise use them. However, Bill has recently returned to his position and the sales rep using Resco Mobile CRM would like to activate the contact record again. Continue reading
This blog will make sense to you, if you already know the ‘Run Report’ functionality that Microsoft Dynamics CRM offers. (No need to know a lot about it – you’ll get by with just a standard user knowledge).