global changes in crm 3.0

[hedgracer]

Please settle an argument in our office. We have three business areas set up in our crm (say A, B and C). If I customize the account form in the settings-customization area our consultant states that those changes are global changes across all business areas. He states that we cannot isolate the changes to a specific business area. He suggested we create separate tabbed forms if we want something for a specific business area. Is this true or is our consultant way off base? Thanks for all help in advance.

Dave

 

[jodonnell]

This is correct, form changes to Microsoft CRM affects the entire system. Currently Microsoft CRM does not have forms specific to a business unit.


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John O'Donnell
Microsoft Dynamics ISV Architect Evangelist
Microsoft Corporation

John O'Donnell, Microsoft CRM MVP, MCSE, MCSA
MBS Certified Master–Applications for Microsoft Dynamics CRM
MBS Certified Master–Installation & Configuration for Microsoft Dynamics CRM
Crowe Chizek and Company LLC
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http://www.crowecrm.com

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