Customization Enhancements We Like in Microsoft Dynamics CRM 2011

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Microsoft Dynamics CRM 2011 offers the ability to quickly and easily extend the application without the need for complex custom development (given the user has appropriate security).  This frees up users to work more efficiently, effectively generating more revenue for their business.  Here is a quick review of some of the new customization enhancements we really like in Microsoft Dynamics CRM 2011:

Global Option Sets (formerly known as “pick lists” in CRM 4.0)

Global Option Sets provide an easy way to create a list of values and make that one list available from anywhere in the system.  For example, you may have a list of software modules that you assign to a lead, to an account and to a case in CRM.  If you need to add a new module to the list, you only need to add it once – instead of adding it to several pick lists for each of the forms.  If you’ve ever had to manually synch up similar lists across multiple entities in CRM 4.0, you will appreciate what global option sets can do for you!

Role Based Forms

In Microsoft Dynamics CRM 2011, you can assign different forms to users based on their role in the company and their security.  For example, a Customer Service Representative (CSR) may need to enter and track different information for an account than does a Sales Manager.  Each user in that role can have a different Account form, which displays data relevant to that role and security.  As a result, the form opened by the CSR would have a completely different look and feel from the form opened by the Sales Manager.  

Drag and Drop Form Customization

In Microsoft Dynamics CRM 2011, customizers can drag available fields onto the form in the section where they would like the field placed.  Previously, the fields were entered on the form by going into Settings and selecting the section and tab where the field should appear.  The Drag and Drop feature saves time and allows the user to visualize how the form will look.

We’ve worked with Microsoft Dynamics CRM 2011 for several months now and are impressed with the many time-saving features added – especially around customizations.

Sherwood Systems, a Microsoft Gold Certified Partner, provides Microsoft Dynamics GP and Microsoft Dynamics CRM (Customer Relationship Management) business management and accounting software for small to midsize businesses in the U.S. with an emphasis on customers in Arizona, New Mexico and Nevada. Contact us at or call 877-943-9696.

by Sherwood Systems, your Arizona Microsoft Dynamics CRM Partner

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