Filter Look-Up Script in Script Generator Product
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Filter Look-Up Script in Script Generator Product
- 2. SCRIPT GENERATOR SCREEN SHOTS TOUR (STEPS 1 AND 2) *See the definition on the right for the script you have selected. WWW.DYNAMIC-CRM.COM
- 3. SCRIPT GENERATOR SCREEN SHOTS TOUR (STEPS 4 - 5) After you select the target form the script generator will generate a list of the “available form values” associated with that form under the “available look-up field” section. WWW.DYNAMIC-CRM.COM
- 4. SCRIPT GENERATOR SCREEN SHOTS PRODUCT TOUR Now you can go to Microsoft Dynamics CRM and see how the script has been applied. Close out of old forms first to refresh. WWW.DYNAMIC-CRM.COM
- 5. SCRIPT GENERATOR SCREEN SHOTS PRODUCT TOUR The navigation bar offers additional features/options including using “schema names” versus the “displays names” when running the scripts. WWW.DYNAMIC-CRM.COM
- 6. SCRIPT GENERATOR SCREEN SHOTS PRODUCT TOUR You may also turn off “auto publish” if you wish to preview your changes before you publish them. You also have the option to remove a specific script. WWW.DYNAMIC-CRM.COM
- 7. SCRIPT GENERATOR SCREEN SHOTS PRODUCT TOUR You may also restore the form back to how it was before you ran your last script, in the event you did it incorrectly. WWW.DYNAMIC-CRM.COM
- 8. SCRIPT GENERATOR SCREEN SHOTS PRODUCT TOUR The last feature allows you to quickly go back to the login page (next slide). WWW.DYNAMIC-CRM.COM
- 9. SCRIPT GENERATOR SCREEN SHOTS PRODUCT TOUR WWW.DYNAMIC-CRM.COM
- 10. SCRIPT GENERATOR SCREEN SHOTS PRODUCT TOUR CONCLUSION Thank you so much for taking the Script Generator Product Tour! Form more information regarding our products and services please visit www.dynamic-crm.com We also offer “How-To” blogs on our site that demonstrate various Microsoft Dynamics CRM customizations. Have a customization question? WWW.DYNAMIC-CRM.COM
- 11. SCRIPT GENERATOR SCREEN SHOTS PRODUCT TOUR CONCLUSION Go to www.dynamic-crm/contact-us select “blog suggestion” and submit your question! We shall do our very best to find the answer and post it in our blog! Stay tuned for our newest product compatible with Microsoft Dynamics CRM 2011! Thank you! WWW.DYNAMIC-CRM.COM
Editor's Notes
- Screen Shots Tutorial for Script Generator Product that is compatible with Microsoft Dynamics CRM 4.0 version.