So recently we upgraded to Microsoft Dynamics CRM 2011 here at and I’m still learning how to maximize the potential of this new version for what I do each day. I’ve been gearing up for our on April 7, 2011 at the .
I’m busy updating account information, registering attendees and updating my campaign responses. In doing so, there was this one field that just seemed out of place – it just didn’t flow right. As I came upon that field, I would pause for a few seconds perplexed at why it was in that order. It may have only been for a few seconds but still it was a loss of productivity and increase in irritation.
Rather than continue to be frustrated, I contacted our CRM administrator and asked if we could we move these two fields around? Within a few minutes, I received a message that the issue had been fixed. Happy as a clam, I spent the afternoon entering my information with ease and with a spring in my keystroke.
The moral of the story is that you can adjust the layout of CRM to fit your needs and the flow of your business. My request may have been minor but it improved my productivity and my overall satisfaction with the product. See for yourself by taking CRM Online for a spin for 30 days – it’s a .
By Vanessa Veflin,
