More About This Website

All information is provided "AS IS" with no warranties, and confers no rights

Login
Powered by Squarespace
« Extending Dynamics CRM via Acquisition | Main | CRM Client Extension Data Access Strategies »
Wednesday
Aug292012

Choosing Smart Defaults for New Entities

When creating a new entity some of the choices you make will stick with you for the life of the entity.  Prior to CRM 2011 the general advice used to be turn on things if you think you might ever need them.  For example, Notes and Activities – in the past if you didn’t enable them there was not a supported way to enable them.

CRM 2011 changes this, most of the options like these in the Communication and Collaboration section can be enabled later.  The defaults though that come up have them enabled as you can see below:

image

The + sign next to an item indicates that once enabled it cannot be disabled later.  So what I recommend is unchecking all of them and only enabling it WHEN you need it.  Ideally in the future maybe the new entity form will get updated to not have those defaulted but until then take a few seconds and be smart about what you need!

EmailEmail Article to Friend

References (4)

References allow you to track sources for this article, as well as articles that were written in response to this article.
  • Response
    - MrDave's (David Yack) CRM Blog! - Choosing Smart Defaults for New Entities
  • Response
    Response: Reachout Wireless
    - MrDave's (David Yack) CRM Blog! - Choosing Smart Defaults for New Entities
  • Response
    Response: Reachout Wireless
    - MrDave's (David Yack) CRM Blog! - Choosing Smart Defaults for New Entities
  • Response

Reader Comments

There are no comments for this journal entry. To create a new comment, use the form below.

PostPost a New Comment

Enter your information below to add a new comment.

My response is on my own website »
Author Email (optional):
Author URL (optional):
Post:
 
All HTML will be escaped. Hyperlinks will be created for URLs automatically.