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Our Project Managers use Microsoft CRM to manage and track all of our projects – including the project plans, financials, time tracking and expenses. When combined with SharePoint, our Agile Project Management solution has become a great way to carefully track all the details of our projects and communicate with our clients. During a recent update to this solution, our Project Managers asked us if we could use a different view for the Time Tracking entity than the associated view.
After doing a bit of research we found that this is possible to some extent, but it is not well documented. So here are some options for changing the associated view on a specific Microsoft Dynamics CRM 2011 form.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
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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.