Admin Feast: From Starters to Mains, and Now Ashley’s Dessert of Top CRM Tips!
In this article titled "Admin Feast: From Starters to Mains, and Now Ashley's Dessert of Top CRM Tips!", the author shares some valuable CRM administration advice. The article highlights the importance of utilizing Independent Software Vendors (ISVs) for specialized solutions, leveraging calculated and roll-up columns for easier data management, and taking the time to rollout Business Process Flows (BPFs) for consistency and effectiveness. The author also recommends some useful tools from XrmToolBox, such as the model-driven app copier, recycle bin, and bulk data updater. The article concludes by emphasizing the importance of tailoring Dynamics environments to each organization's preferences and inviting readers to contribute their input and knowledge to the CRM community.
Podcast 17m
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