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Changing QuoteWerks / Microsoft Dynamics CRM integration Forecast and Call Back defaults

Individual users can change the default Forecast Close Date, Forecast Probability, Call Back Date and Call Back Time when creating follow-up tasks from QuoteWerks by editing the {username}.ini file ForecastCloseDate, ForecastProbability, CallBackDate and CallBackTime keys under the [Preferences] section. This is achieved by following exactly the same steps as those laid out in the Changing QuoteWerks / Sage ACT! integration Forecast and Call Back defaults article here.

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