Customizing the Account Entity in Dynamics CRM


The out of the box configuration of the Account Entity in Microsoft Dynamics CRM has room for improvement when it comes to User Experience. From the seemingly random boxy layout of the Summary tab (and most of the tabs), to the abundance of seldom used fields, to the ever so slow loading timeline, things could be better.   A good user experience puts emphasis on critical and frequently used information and de-emphasizes less critical and less frequently used information. And while it’s not set up well for most organizations out […]

 

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