Common CRM Customizations

CRM Customizations Offered

Muchmore Business Intelligence is Microsoft Certified for Dynamics CRM customization and configuration. We offer a wide range of quality CRM customization work at reasonable rates to make CRM fit your organization's needs. Please contact MBI for more information about customizations by email: info@muchmorebi.com or phone: (240) 280-2241.

Common CRM Customizations Muchmore Business Intelligence clients request:
• Add or moving a new field, section or tab to or on a CRM form
• Remove unused /unnecessary fields from the form
• Hide a field, tab or section based on user input (such as a checkbox or pick list selection)
• Changing a field to business recommended(*), business required (+) or read-only
• Moving a field within a section, to a different section or to a different tab
• Calculations (addition, multiplication, subtraction, etc.) of fields on CRM forms
• Changing and modifying views
• Setting lookup defaults
• Setting fields equal to other fields of combinations of other fields
• Building workflows to automate common tasks such as emailing salespeople when leads are created, sending an email to a customer to notify them of a deadline, updating a related record when another action occurs
• Create templates to allow bulk mass email

To provide an idea of the options available in CRM customization, is helps to understand a little about the basics of the system. You want to store information (data) about people, products, transactions, etc. That information is called an "attribute". An attribute is displayed to the end user as a field on a CRM form or in a CRM list view. Attributes can also exist in CRM that are not displayed.

Layout Changes/Attribute Removal - CRM Forms can be modified to make sense to you and your end users. A single layout change is defined as moving an existing field to another section or tab on the form or to another location within the same section.

Additional tabs and/or sections on tabs can be created to optimize form layout. CRM allows up to 8 total tabs are allows per form.

CRM Workflow - Microsoft CRM Workflows can evaluate conditions, update related information, create new records, create activities and even automatically send emails. The rapid deployment plan will build CRM Workflows using the CRM user interface.

Custom Attributes
The following types of attributes can be added in Microsoft CRM:

1) Text Attribute - typically used to store short length information that can include letters, numbers and characters. Examples include names, addresses, job titles, etc. By default, these fields hold up to 200 characters but can hold significantly more. (top)

2) Pick List Attributes - Allows the user to select one item from a list of items. The MBI plans allow up to 25 selection options in single pick list to count as one custom attribute. Microsoft CRM does not support the selection of more than one item from a single pick list. (No "multi-select" pick lists).

You can choose one of your pick list items to be pre-selected for new records as the default pick list option. Please specify a default selected if desired. A default in not required for a pick list. (top)

3) Bit Attributes - Allows the user to indicate True/False, Yes/No or any other two choice combination. Bit attributes are sometimes referred to simply as a "check box". You can decide how you would like your bit attribute displayed: as a check box, as a Yes/No list, or as Yes and No buttons. The words "Yes" and "No" can be replaced with any other two words. A bit attribute typically defaults to "No" (unchecked if displaying as a checkbox). You can default a bit to "Yes". (top)

4) Numeric Attributes - These allow the user to enter numbers. You can choose one of the following types of number: Integers, Floating Decimals or Decimals. You can also specify the lower and upper limits for these attributes if desired. (top)

5) Money Attributes - These are specialized attributes that deal specifically with money entries. Please specify your desired decimal precision (0-4) for your money attributes. (top)

6) Date/Time Attributes - Users can enter dates or dates and times using either typed text (e.g. 12/31/09) or by selecting from a calendar located next to the field on the form. Please specify if you would like the field on the form to include only date entry or both the date and the time. (top)

7) Memo Attributes - used to store larger amounts of text information for users such as descriptions. (top)

CRM Rates
Muchmore Business Intelligence charges the discounted rate of $69/ hour for the first hour and $99/hour thereafter. Work is billed in quarter hour increments, one hour minimum.
Our $99/hour rate represents a 20% reduction from our standard rate of $125/hour and a 40%-50% reduction compared to prevailing CRM rates of $165-$200/hour.

Please contact Muchmore Business Intelligence today. We look forward to doing business with you!