A bit of a different blog this week in that Microsoft put out a call for articles and I put my hand up.
It is sometimes the case we are thrown at a CRM system with no documentation and very little knowledge of how the system works and how it has been customized. Perhaps the system has gone out of use and is being revitalised or it is a CRM system from a different country and being localized and repurposed.
Obviously, we can review the system’s customisations and use a tool like Tanguy Touzard’s ToolBox for Dynamics CRM with its Metadata Document Generator to generate a report of the custom fields, but this still does not give a lot of insight into how the system is used.
For the rest of the article go here.