- Take a moment to layout your forms so they are friendly to the end user. Start out by removing fields you aren’t using. If you have a lot of required fields, try to move them closer together to minimize scrolling up and down.
- Keep the required fields to a minimum. One might be inclined to think more data is better, but the more fields a user has to enter to create a record, the more chance they will get populated inaccurately when they are in a hurry
- Option sets and look up fields can be your friend. Let the users pick from an existing set of choices rather than forcing them to type (data consistency will improve too!).
- Dialogs can make entering data into a complex form a little less overwhelming. You can design a set of dialogs to step the end user through exactly what needs to be filled out and provide them tips along the way.
- A little training can go a long way. Things like Save & New, field mappings, tabbing between fields and automatic name resolution on look up fields can all speed up the input process – but only if the users know the features exist to begin with.
For more ways to streamline and ease data input in Dynamics CRM,
By, Jason Lattimer, Software Developer, Avastone Technologies LLC,