Three MUST HAVE Solutions for CRM Profile Definitions
Session Number: 30317
Session Type: Innovations
Primary Presenter: Ruth Chen [Senior ERP Technical Analyst - The University of Texas at Arlington]
Time: Mar 20, 2012 (09:30 AM - 10:30 AM)
Room: Canal B
Learning Objectives from Session: Know your options to save your data entry or processing time.
Version Presenting: PS 9.1
Level of Customization: None or N/A
Level of Partner Integration: Institution Alone
Project Phase: Upgrade
Project Go Live: Q1 2012
Target Audience: All
Audience Level: Beginner
Your Training in this Area: I have attended various CRM 9.1 training classes.
Description: Do you have a long list of choices to enter when creating a profile definition? Have you wished if there is a way to load the choices from a file instead? Do you have a complicated profile definition created in one instance and need to recreate it manually in another instance? Have you wished if there is a way to migrate profile definitions systematically? Have you also wished if there is a way to filter profile definitions from the search result where you only see your own profile definitions?