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global changes in crm 3.0

global changes in crm 3.0

global changes in crm 3.0

(OP)
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

RE: global changes in crm 3.0

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


========================
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
Web:http://www.crowecrm.com
Blog:http://www.crowecrm.com/crowe/microsoft/crmblog.cfm

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