Customer Engagement & Dynamics CRM Forum

Does anyone have a form they ask users to fill out for Views (data requests)?

  • 1.  Does anyone have a form they ask users to fill out for Views (data requests)?

    TOP CONTRIBUTOR
    Posted 16 days ago
    Building Views for people is a long, convoluted process sometimes, particularly when the initial request is vague.

    In other jobs with other CRM systems, I've had them fill out a request form as the initial contact, to try and make the request as specific as possible. I don't have one for Dynamics in this job.

    Does anyone have a template they'd be willing to share?

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    Peter Gulka
    National Director, Information Solutions & Data Analytics
    Big Brothers Big Sisters of Canada
    Burlington ON
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