In my previous blog, Can You Add a CRM Field Please, I offered questions to help you engage with your CRM users to validate the need for a field. Now let's take the next step, field creation!
To do this, you'll need to translate the answers to your questions into a plan for CRM design. Below is the list of questions from the last blog, as well as thoughts on how the answers may translate into CRM design requirements.
Wow, that is quite a list and that is just skimming the surface! I hope this will help you in your quest to be a good steward of CRM.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.