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Microsoft Dynamics CRM - So easy you can get yourself in trouble!

Post Author: Joe D365 |

I want to make a quick post today to talk about building Microsoft Dynamics CRM systems. This robust platform makes it fast and easy to build a sales force automation system. You can build your custom processes leveraging workflows. You can do more robust features using Plugins and custom ASPX pages. Bottom-line Microsoft Dynamics CRM give you a platform to build a system quickly. In some cases too quickly. As we work with organizations and help mentor teams we see organizations jumping into development too quickly, they start building entities and attributes before they understand how data will move through their process.

PowerObjects teaches their consultants to model the business process, make sure they have identified the entities and attributes needed by the organization before they start to build the system. It is easy to build entities and attributes, but take the time to make sure you have defined the right entities and the right relationships and you have collected the correct attributes to manage your process.

That's it, that's the tip for the day. Start your project by modeling the business process, not creating entities and attributes. By taking the time to understand the entities and attributes, how they relate and how data will move through the system you will have the foundation in place to build the system quickly and correctly the first time. You will understand your system, you will have already out line what processes require training and what out puts the system will have.

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

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