Microsoft CRM - Forms & Views

Microsoft CRM offers a web-based administration tool that lets your system administrator customize the forms and views your employees use. You can quickly and easily add a field to yours record. For example, companies can track lead information such as a birthday or a spouse's name.

Add Custom Fields

In addition to the standard fields, Microsoft CRM allows you to add your own custom fields and specify their data types.

Add Tabs & Sections

In addition to adding and removing fields, the administrator can add Tabs and Sections to any type of record (lead, contact, accounts, etc.)

Personalize Data Views

The administrator can customize the data views (lists) for everyone in your organization, and each user can customize their personal view of lists.

Simplified Deployment

Each system customization is automatically published to all CRM users, even those users of the CRM Sales for Outlook client. If users are offline when the customizations are published, their system will be updated on their next synchronization.