A Guide To Adding New Fields In Microsoft Dynamics CRM
With the ongoing evolution of business around the world, CRM is no longer an option for the companies that are willing to grow, it has become a compulsion. Especially for the marketers and sales team it’s very important to have adequate knowledge of the CRM software so they can keep pace with the rapidly changing selling trends and continue bringing in value to their organizations. Your company may as well hire a CRM administrator or assistant but this does not take away your responsibility of learning the technology that is directly linked with your job, for no one can understand your work better than you do.
If you are a Microsoft Dynamics CRM user, you may need a few custom fields in your system in order to organize, save and view data in the perfect form. You can add custom fields to save additional data about contacts, leads, accounts and opportunities. Here is a step by step guide about how to add custom fields in Microsoft dynamics CRM:
1. Go to the main user interface of your CRM and click “settings” in the bottom left of the window.
2. After the settings are opened you need to go to the left sidemenu displayed in the CRM window and click “Customizations”.
3. Now you should click “customize the system” after which you will see a pop up window that constitutes the entire navigation around Microsoft dynamics CRM.
4. You can now choose the entity you want to customize i.e. Leads, contact, account, opportunities, users etc. just to name a few of them. (there are so many other entities in dynamics CRM you may want to customize)
5. In the left side menu you will see “components” underneath which there is a heading of “Entities” with an arrow and upon clicking the “Entities” the menu expands.
6. Select the entity to which you want to add the new fields. For example if you want to add a new field to the contact entity, select it from the menu and click “Fields”.
7. A new menu will pop up consisting all options for the new field. A few of the options are:
Name: Requires a unique name of the field to store in the system.
Display name: This is how the field will appear in the system for example if you want to see a field as “Status”, you will have to enter the same display name.
Auditing: Microsoft dynamics CRM provides you the option to turn the auditing on and off. You can set your preferences for it.
Type: This attributes requires close attention because it will define the type of data that will be added to it.
Format: There are two sets of attributes available to describe a field in Dynamics CRM. You have to provide details in this section about the field you are going to add. Try to be precise while choosing the option in this section.
For more info about adding new fields in Microsoft dynamics CRM email us at firstname.lastname@example.org.
June 7, 2018
May 2, 2018