Dealership in Crm Software
I've got some question about customization in Microsoft CRM Software
We have a need to create multivalued fields in CRM.
Example: the account is dealership and we need to capture the list of
makes and models it sells. Pick list does not work, because it can let
you select only one value. Looks like we are going to have to create
new entity, but schema does not let us do it. Please let me know how
to do it?
None of the controls in CRM support multiple picks. I would recommend you
look at creating a custom addon for accounts to capture the information
unless anyone else comes up with a better solution
I had the same problem regarding Opportunity form. I had to go around this
by doing a custom form (VS .NET) and making a new navigation button on the
Opportunity form which shows the custom form that includes my custom fields.
These custom multi selection fields are saved in a new database because we
can't save it to the CRM schema. We use the OpportunityID to link to it.
This is not an easy way and I think is a heavy limitation in the CRM system
but on the other hand multiselection fields are always more complicated at
least from a database point of view.
I have heard others do it the same way, thanks for the followup. I
had heard a rumour that later versions of CRM would allow you to create your
own objects but of course this is something we may see in a version 2
release next year.