Thursday, October 11, 2012

Top 10 Ways to Streamline & Ease Data Input in Dynamics CRM 2011

1. Take a moment to layout your forms so they are friendly to the end user. Start out by removing fields you aren’t using. If you have a lot of required fields, try to move them closer together to minimize scrolling up and down.
2. Keep the required fields to a minimum. One might be inclined to think more data is better, but the more fields a user has to enter to create a record, the more chance they will get populated inaccurately when they are in a hurry.
3. Option sets and look up fields can be your friend. Let the users pick from an existing set of choices rather than forcing them to type (data consistency will improve too!).
View the entire post on the Avastone Technologies website.