I've been using Dynamics CRM for over five years. I continue to be amazed at what CRM offers our team, here at Rockton Software, in collecting and sharing important information. CRM is one of those products I deem “Microsoft got right” since their 3.0 release, and their focus on simplicity and integration with Outlook.
My favorite part about CRM is its customization abilities. A Power User, in a matter of minutes, can add new entities or add new fields to any existing entity in the system. For instance, if you want to track Mother’s Maiden Name on an Account record, it’s literally about 4 minutes of work to define the field, add it to the main form, and have it in production on-the-fly with every user of CRM. In a traditional development environment, such changes would take hours or days, and would likely require a system shutdown to install the new update.
One of my favorite additions to our CRM system is Trips. I travel quite a bit, so I created Trips and their associated Cars, Hotels, and Flights. I had a fully functioning application in about three hours, given that I was designing on the fly. This process would have taken over two days in a traditional environment.
What makes Microsoft Dynamics CRM
CRM’s System Manager, a core and key feature of any multi-user business system, is intelligently designed. I keep discovering new features about it. Besides User Management, it has built-in Business Units which allow for subdividing and segregating a company or companies. Most importantly, the security model is so robust it keeps the right people accessing the right things within Business Units, and more importantly, at a record-level as well. Record-level security can be complicated, so having it built into the foundation of a product is a huge developer’s bonus.
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