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Posts tagged ‘Microsoft’

20
Apr

Thoughts about security roles and valves

During the system configuration, one can always want to customize the security roles for all the users, but IMO it is not a good approach. Why?

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12
Apr

Dynamics CRM “5” change requests

I would like to introduce my personal list (neither short nor long, it will depend on my verbosity  ) of changes I would to see in the future release of Microsoft CRM, codenamed “5” (MICROSOFT DO YOU HEAR ME?):

  • Ability to export and save in a readable format (XML, CSV, Excel, whatever) the list of subjects: it’s a real ‘p-i-t-a’ to recreate the whole list every time you create a new environment!
  • Ability to customize the relationship entity: one of my client has this kind of scenario (see below), where a contact can have multiple roles in multiple accounts with different emails or phone numbers, depending on the relationship with the account

image 

  • Ability to define attribute-security levels: clients are always asking for this security level! They always have one or more fields that can’t be read by “normal” users
  • Ability to create a case from a task: why isn’t possible out-of-the-box (you can do it from phone calls & emails)? Imagine a scenario where you are working in a call-center: if you need to escalate a call, you *could* create a task to tell you colleagues what to do to resolve an incident, therefore the task should be converted to a case (yes, I know you could do it with a workflow rule ;-) )
  • Ability to change the user’s business unit by just selecting it in the lookup and not by having to go in the menu!
  • Ability to configure the SMTP server like in Microsoft Dynamics CRM 3!
  • Ability to upload & include pictures in Knowledge Base articles
  • TbC
9
Apr

My thoughts about CRM and Open Source

I do like CRM software, especially Microsoft Dynamics CRM.

Why do I like it?

  1. I’m a .NET guy (not geek!)
  2. I really enjoy working with Windows 7 (I also like Linux with KDE but it’s another story)
  3. I’ve know a bunch of things about Microsoft CRM since the first release (1.0) a few years back
  4. I’ve had some big projects around Microsoft CRM in the past 5 years
  5. Beyond some annoying limitations, you can verticalize it just by using the web interface (and go further with VS2008 and so on)

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