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Microsoft CRM Dynmaics: The Good, the Bad and the Massive

David Glassborow – I’ve been working with Microsoft CRM dynamics for about three years now, with a couple of different clients. Both clients use CRM is quite different ways, and having varing levels of customisation and integration. Here is a shortish list of my experiences with it, and thoughts around what to consider when choosing and implementing it. Here is a diagram of the key entities in standard CRM for reference: Positive Rich filtering and user defined views of records makes it easy to define what to work on Creating new related records from the search is nice Templates (e.g. campaign) ...
Favorite? Off-Topic? 2014-05-08 10:03


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