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Microsoft CRM Customization

As a company, we have done many fun different customizations with CRM. Here are two such examples that show simplified the application and were very powerful for users.

Multi Field Search
We created a custom search entity that works across multiple entities. In addition to searching both leads and accounts, the data can be searched in any combination of Account Number, Business Phone and Company Name.

The search entity is accessible via both the toolbar button and the F4 hotkey.

Once search results are returned, basic information about the account is displayed. Records can either be opened, imported from a lead to an account or reassigned.

Color Coded Group Calendar
We created a custom color coded group calendar. This calendar allows users to manage activities in a graphical manner. Here are some of the benefits of this calendar:

Users can view all CRM activity types on the calendar
The calendar can be viewed by day, week, month, side-by-side month and a data grid
Activities can be color coded by category to manage activity importance
The calendar can be viewed for a specific user or for a group of users
Activities can be dragged to another time slot on the calendar or to another users calendar
The calendar is accessible via Workplace or via a hotkey (F7)

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