CRM Experts,
Need your valuable assistance on the following:
We are using CRM Online (2015)
1. How to integrate CRM Online (2015) with our Onpremise Exchange 2013?
2. Is It possible to have customized view for CRM users with access to only:
a) Accounts
b) Activities
c) Marketing Lists
d) Goals
e) Goal Metrics
3. How to create Org Hierarchies in CRM Online (2015), that incorporates -
Team Country >> National Level >> State Level >> Area Level >> Store Level
4. How to apply roles for the following scenarios?
a) Roles to control overall access (example: read, write)
b) Roles to control a Team, created in point 3
c) Roles to control Forms, Reports only
5. How to add new custom fields that would apply to all?
6. How to create Customized Reports based on requirements?
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Advisory - Queries on "how to" in CRM Online
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