Customizations for CRM 2013

What are CRM 2013 Customizations?

Some CRM systems give you a lot of options out of the box.  Other CRMs give the flexibility to build what you want.  Microsoft Dynamics CRM 2013 gives you both!  Microsoft CRM presents you with a large number of fields, data types, entry forms, dashboards, and reports standard with every install.  However, because every business is different, CRM 2013 also lets you apply CRM 2013 customizations. These customizations can be small and quick like adding a single field.  They can be a little more complex like creating on-screen effects such as hiding/showing fields or performing business processes.  They can also be extremely complex, like integrating with third party software systems, highly specific workflows, and advanced programming. Ultimately, anything that makes Microsoft CRM 2013 yours and tailors it to your exact business needs are CRM 2013 Customizations.

Why have CRM 2013 Customizations?

Because your business is important.  You have devised business, sales and service processes that give you a competitive advantage.  It’s important that your CRM conform to these processes so that it does what you want rather than making you conform to what it wants.  That’s why you want CRM 2013 Customizations.

How to Customize CRM 2013?

The good news is that Microsoft Dynamics CRM 2013 is easily customizable.  If you’re a System Administrator, all you have to do is click the “Customize Form” button on any data input form or go to the Settings section and choose “Processes” to create your own business processes. If you’re not comfortable doing that, there are plenty of resources on the web that can help (including this blog.)  Get in touch with us today to get your FREE One-Hour Consultation – or be sure and ask us about Microsoft CRM 2013 Training. Until then, happy customizing.