We’re beginning a new series of tips to help you make the most out of Microsoft Dynamics CRM. We hope you enjoy this series and find the information useful in your day-to-day business activities.
Label properly to avoid confusion
The beauty of Microsoft Dynamics CRM is how everyone in the organization can collaborate in real time. Because of its collaborative nature, be sure to label rules, forms or workflows properly. Using names that are suggestive or descriptive of what that item does will prevent confusion and make it easier to find whatever you need down the road.
Sometimes, using proper nouns will help too unless you are required by your business not to.