Track leads, opportunities, and sales with the top Excel and Google Sheets CRM templates. All of the templates below are fully customizable and available for free download. Included on this page, you’ll find a Google spreadsheet CRM template with dashboard, as well as Excel CRM templates for...
7 Excel Embedded Report Template reportversion Edm.Int32 Represents the version of a report. Display name: Report Version schedulexml Edm.String XML used for defining the report schedule. Display name: Schedule Definition XML Read only signaturedate Edm.DateTimeOffset Report signature date, us...
4:安装SQL server 2005及SQL Server 2005 Report Server(以域用户身份安装)。 5:安装CRM Server(以域用户身份安装)。 6:根据需要安装CRM其他的服务(如Email Router Server、Exchange Server等)。 如果是测试环境安装到第5部基本就可以进行大部分测试了。 用户也可以直接下载微软的虚拟机。 1:下载微软CRM4.0虚拟机...
EmailTemplateRetrieveFallbackContact 假 布尔 场景:引用帐户类型的 customerId 并执行该帐户的机会/案例没有指定主要联系人。 False: (默认行为) 使用主帐户并检索主要联系人,如果该帐户为 null,则会将电子邮件模板中的联系人字段保留为 null。 True:如果帐户引用为 null,则回退到使用 Opportunity 或 Case primaryCo...
953999 如果在 "高级查找" 查询中使用 "下一天 X 天" 条件后尝试将结果导出到 Excel 工作表,则 Microsoft Dynamics CRM 4.0 不会返回结果 954227 对Microsoft Dynamics CRM 4.0 中的数据记录运行重复的检测函数时出现错误消息: "必需对象" 954313 尝试从 Microsoft Dynamics CRM 4.0 服务器登录到 Microsoft ...
prepare the source data, download and use the template provided on theUpload Startpage, which includes instructions, the required and reserved attribute headings, and example data. You must save your CRM data files asCSV UTF-8files in Excel before you can upload them into the advanced insights ...
Salesforce 领先的 CRM 平台,涵盖销售云、服务云和平台云,以及中国专属功能互连网关现已正式发布,它们在中国均托管在阿里云上。 借助互联网关满足本地市场需求。 互联网关是一套专为中国地区提供的产品和集成功能,可以将阿里云上的 Salesforce 与本地应用、渠道和服务深度关联起来。品牌可以通过 Customer 360 解锁中国...
report Report Data summary in an easy-to-read layout. retaineddataexcel RetainedData Excel A Place holder entity to save excel file for each exportretaineddata custom api requests. retentionconfig RetentionConfig Holds retention policies for a table. retentionfailuredetail RetentionFailureDetail Retention...
report Report Data summary in an easy-to-read layout. retaineddataexcel RetainedData Excel A Place holder entity to save excel file for each exportretaineddata custom api requests. retentionconfig RetentionConfig Holds retention policies for a table. retentionfailuredetail RetentionFailureDetail Retention...
[+] Add Sales Records [+] View Reports (Daily, Weekly, Monthly, Yearly, Custom Dates, Total, etc..) [+] Export Reports in Excel, PDF. [+] Auto Sync All the data in all your devices. [+] Generate invoices with your company logo in PDF. Multiple Template to Choose From ...