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Do you really need that field? February 11, 2013

Posted by Ivor's Window to the IT and CRM World in Microsoft CRM, Uncategorized.
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Do you really need that field?

A customer asked me to include a field to record Golf Handicap on the CRM Contact record as it was thought this would be a good idea to assist when searching for their customers to attend Golf Days.

After asking some questions I discovered that they held one golf day per year where they sponsored a single hole, and that 50% of the sales reps were women with no knowledge or interest in golf. This field would just not get updated and unless the sales team were following each of the customers who did play golf it is unlikely that those with a handicap would get updated when the handicap changed each time.

The point of this all is that the flexibility offered in Microsoft Dynamics CRM where fields can be created and deployed within minutes gives the person configuring the system considerable power. Weak consultants get caught up in the hype of the “let’s define fields workshop” and away they go creating fields all over the application, which never get used.

To quote Voltaire the saying “With great power, comes great responsibility” should equally be applied to CRM consultants who should be responsible when defining new fields as part of the analysis for a CRM system.

The fact that you can do it, does not necessarily mean that you should do it.

This is blog number 2 in the series “The more things change, the more they stay the same”

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