Can a partner do this ?

Aug 24, 2010 at 1:08 AM

Hi There,

Can a partner schedule a CRM related task or appointment against the opportunity ? if yes, will this be a crm

activity under that opportunity.  Also, does this accelerator require the external connector too ?

Thanks in advance.

Aug 24, 2010 at 1:12 AM

The portal doesn't do this out-of-box, but it would be very easy to modify it to add that user experience.

You will need an external connector license if you are using CRM On-prem, but you won't need it if you are using a SPLA hosting partner or CRM Online.

Shan McArthur

Aug 24, 2010 at 3:32 AM

Thank you so much for your quick response. That sounds great.

Can you please give me some pointers  and on how or where to add an activity and then show that under the opportunity.

Sorry I am not a coder but can then ask him to look there if you can guide me please. Cheers!