Assigning default values to lookup fields
Category: Extending MS CRM | Posted on Wednesday, May 14, 2008

If users over and over are selecting the same value for a lookup field you might want to consider making it easier for the users by assigning a default. Sometimes there might even only be one option for a lookup filed and so it makes even more sense to assign a default value. This solution works on both MS CRM 3.0 and 4.0.

See how

How to transfer notes from a Lead as it's converted
Category: Extending MS CRM | Posted on Monday, May 12, 2008

As a Lead is converted into a Contact, Account or an Opportunity all notes made on that Lead are not copied or transferred to the newly created Contact, Account or Opportunity. To some companies this is acceptable or it’s what they want but to others this is a problem. This "problem" exists on both MS CRM 3.0 and 4.0.

See how to solve this problem.

My name is Christian Dollerup and I work as a Microsoft CRM consultant at Nolex in Demark. This site is me giving something in return for all the help I have received from others.

I enjoy very much to solve MS CRM problems for customers and I also enjoy finding better ways to already known solutions. If you have suggestions to any of the solutions I have posted I hope to hear from you. E-mail me at Christian@dollerupit.dk.

And no it's me to the right on the picture.