For those of you who are just starting to evaluate CRM options, Michelle Groen of Hitachi Solutions will be holding a free introduction demonstration webinar next week. It’s scheduled for February 6th, 2013 from 2-3pm EST and will be covering the following information:
This is a great way to get a feel for the application and inspiration for what it can do to help transform your business.
If you’re interested, please register (the last one exceeded capacity and only pre-registrants could get in) using:
Full Disclosure: I am employed by Hitachi Solutions.
A co-worker recently shared this project with me as we’ve had some experience with clients who had large number of options that needed to be added to Picklists.
Unfortunately, Dynamics CRM doesn’t offer a way to batch import these lists, rather it’s up to the administrator to add them one-by-one. Adding in a dozen of these isn’t so bad…especially since you should only have to do it once…but when you start looking at two dozen, fifty, or more of these it becomes a real hassle (and a hotbed for fat-fingered garbage data). That’s where the CRM Option Set Utility comes into play.
The goals of the project are simple enough:
After spending some time with the application, specifically testing it using on-premise CRM Organizations, there are a few things that I’ve found worth highlighting:
The bit I like is the community aspect of hosting a repository of common option sets. There’s about a dozen so far, but as this builds out it will hopefully be a first-stop when looking for a cleansed list like this.
I’ve gotten some pressure from folks to noodle a bit on some topics that have come up when working with a Excel and MS CRM system…no time like the present to make good on some material.