Admin Delicacies: Starting with Liz’s Appetizer of CRM Best Practices & Tools!
In this blog post titled "Admin Delicacies: Starting with Liz's Appetizer of CRM Best Practices & Tools!", Liz McGlennen shares her top recommendations for CRM administrators. She emphasizes the importance of not building directly in the production environment and suggests using a lower environment for configuration and testing. Liz also highlights the significance of consistent form and view design for a seamless user experience. Additionally, she recommends using XrmToolbox, specifically the Attribute Usage Inspector, User Settings Utility, and Personal Artefact Manager/Personal View Manager plugins, to enhance administrative tasks. The post concludes by inviting readers to join the discussion and stay tuned for more CRM admin tips in the series.
Podcast 19m
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