NZify Microsoft Dynamics CRM 4
While customizing CRM 4 we started noticing we were making
the same changes over and over again for different clients.
So we standardised CRM 4 for New Zealand. Thanks Mark for
the initial idea, now we import and publish this set of
customizations on any new installation.
Here is a
list of all the customizations:
Account
-
Removed 'Other Phone'
- Moved 'Currency' to the
Administration tab
- Modified the Address section
- Physical & Postal (2 sub sections)
-
Street, Suburb, City, Postal Code, Country
-
Removed 'Address Type', 'Phone', 'Shipping Method'
Address
- Removed 'Phone 2'
- Moved 'Address Contact' to
'Customer Address Information'
- Modified the
Address
- Address Name, Street, Suburb, City,
Postal Code, Country
- Modifed the 'Preview' view
Contact
- Similar to the Account
- Modified the
Views to include 'Mobile Phone' & 'Email Address'
-
Removed 'Pager'
- Mapped 'Fax' field from Account to
Contact
Lead
- Similar to the
Contact
- Modified the 'Industry Code' to a new
list from Statistics NZ
Invoice, Quote & Order
- Modified the 'Address' tab (re-arranged the fields,
'Street 3' and 'State/Province' is system locked; couldn't
remove completely)
User
- Similar to
the Contact
- Changed 'Service Calendar Form' to
match
You can download the customizations file
from:
http://www.dotheyknow.net.nz/customizations_150908.zip