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Notice: All information on this page is intended for
customer reference only. This information may not be reproduced in
whole or in part. Microsoft Dynamics CRM 4.0 is a highly customizable customer relationship management system. The system can be customized by a skilled database designer to meet the needs of a very wide range of business and organizations. Please click the link below or scroll down for Microsoft CRM customization informion: 1) Definitions including: custom attributes, layout changes, CRM workflows and training 2) Detailed information about custom attributes including: text, pick list, bit, numeric, money, date/time and memo attributes Custom Attributes - An attribute is a "column" in a database table for storing information about a record. Attributes are often called fields, however, they're not exactly the same. A field is an attribute as it is displayed on a form. Attributes can (and do) exist in the database that are not displayed as fields on a form. For example, information is stored in the database about which user created a record, which user last modified the record, when the record was created and when it was last modified. These attributes are rarely displayed on a form, but can be useful in reporting. (top) Layout Changes/Attribute Removal - CRM Forms can be modified to make sense to you and your end users. A single layout change is defined as moving an existing field to another section or tab on the form or to another location within the same section. More details about what kind of attributes CRM supports are included in the custom attributes section Additional tabs and/or sections on tabs can be created to optimize form layout. Up to 8 total tabs are allows per form. Views can also be customized. View customization allows you to configure which columns (attributes) are displayed on the top of record lists, the default width of those columns and which column is used for sorting the list. (top) CRM Workflow - Microsoft CRM Workflows can evaluate conditions, update related information, create new records, create activities and even automatically send emails. Workflows are extremely useful in automating business processes. An example of a simple workflow would be a workflow that automatically emails a user when a new Lead record is assigned to that user. Similarly, a workflow could notify email a customer if an action has been completed or if a deadline is about to occur. (top) Training - Training is best performed in an interactive setting, either via web conferencing or live training. It is important for training attendees to have the ability to ask the instructions questions and clarifications. Because CRM is so customizable, a personalized training experience is very beneficial. (top) Custom Attributes 1) Text Attribute - typically used to store short length information that can include letters, numbers and characters. Examples include names, addresses, job titles, etc. By default, these fields hold up to 100 characters but can hold significantly more. (top) 2) Pick List Attributes - Allows the user to select one item from a list of items. Microsoft CRM does not support the selection of more than one item from a single pick list. (No "multi-select" pick lists). When customizing pick lists, please keep in mind how those lists interact with other records and entities. In the database, pick list selections are stored as values (1, 2, 3... etc.) and not by the label. If a label is changed after it was created, all records with the previous label will now display the new label. Another important consideration is for "mapped" pick lists. These are pick lists that are promoted from one entity to another, such as "Industry" when a Lead is promoted into an Account. The pick list is moved from one entity to another by value, so the values must match (and the labels should match). If there is no matching pick list value in the created entity, the pick list will default to "unassigned". (top) 3) Bit Attributes - Allows the user to indicate True/False, Yes/No or any other two choice combination. Bit attributes are sometimes referred to simply as a "check box". You can choose how you would like your bit attribute displayed, as a check box, as a Yes/No list, or as Yes and No buttons. The words "Yes" and "No" can be replaced with any other two words (e.g. "Assigned" / "Unassigned", etc.). A bit attribute typically defaults to "No" (unchecked if displaying as a checkbox). You can default a bit to "Yes". (top) 4) Numeric Attributes - These allow the user to enter numbers. CRM supports the configuration of numbers as Integers, Floating Decimals or Decimals. You can also specify the lower and upper limits for these attributes. (top) 5) Money Attributes - These are specialized attributes that deal specifically with money entries. You can choose your desired decimal precision (0-4) for your money attributes. (top) 6) Date/Time Attributes - Users can enter dates or dates and times using either typed text (e.g. 12/31/09) or by selecting from a calendar located next to the field on the form. You can select if you would like the field on the form to include only date entry or both the date and the time. Within the database, however, date attributes include time. (top) 7) Memo Attributes - used to store larger amounts of text information for users such as descriptions. Memo attributes can hold up to 10,000 character. The default setting for memo attributes is 2,000 characters. (top) Microsoft CRM can additionally be customized by adding code (most commonly JScript) to the CRM forms. This code is "triggered" when certain events happen on an active CRM form, such as opening (loading) a form, changing information on a field or saving the form. Enjoy customizing your CRM! Feel free to contact the writer for additional information by web-form or email. CRMCost.com endorses MBI (the provider of this information) for high quality Microsoft CRM customization work. |
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