Articles

 Activating and Renewing A Contract

This article explains how to activate and renew a contract.     Activating A Contract 1. In...

 Assigning Accounts and Contacts to other Users

In addition to sharing records with other users, you can change the ownership of a record. Most...

 Contract Statuses

When a contract is created, it is assigned a default status of Draft. Only contracts in Draft...

 Creating a Report with the Report Wizard

The steps below will walk you through creating a report with the report wizard.       1. In...

 Creating and Assigning a Service Request Case

Creating and Assigning a Service Request Case       1. In the Service area, click Cases to...

 Exporting Static Data to Excel Worksheets

Follow the steps below to export static data to Excel worksheets       1. In the workplace...

 How To Create A Knowledge Base Article

This article illustrates how to create a Knowledge Base within CRM 2011     1. Log into...

 Publishing a Knowledge Base Article

After you have created a knowledge base article, it is saved as a draft. When you submit the...

 Scheduling A Report

Follow the steps below on how to schedule a report       1. In the Workplace area, click...