Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management

7.1. Accurately Defined and Reliable CRM Data

One of the basic tasks for every CRM project is designing forms to store information. Microsoft Dynamics 4.0 provides a very flexible and easy-to-use toolset to configure your design for customers, contacts, opportunities, and so on. Its architecture supports expansion beyond these standard structures so you can define custom entities that support your specific business.

Chapters 4 and 5 cover approaches to designing both standard and custom entities, including some of the pitfalls many projects fall into. This basic task of designing and configuring information on forms is often approached by simply discussing what fields the users want or need and how they should be grouped for a good user interface ...