Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 46379

Move Notes from Opportunity to Case once it's won

$
0
0

Hi, 

How are people handling moving notes from an opportunity once its classified as a case.  Notes being the annotation table really limits things.  I am open to programming, workflow, anything at this point.  


Viewing all articles
Browse latest Browse all 46379

Trending Articles