Hi Everyone 🙂 Life has been very busy for me, lots of ups and downs and decisions to be made. As I am sure we all have these times in our lives I won’t bore you with the details.
Ok so the other day I picked up a new client. They are on CRM2015 this is good as I like all the improvements since CRM 2011 , CRM 2013 was just skipped over by most of my clients and their ideas are to upgrade to CRM 2015, but I will probably just put them to CRM 2016 by the time we get them organised.
Anyway I had been playing with CRM 2015 in Development Environment but had no live customer to use the new features on.
Most of my clients don’t use CRM for CRM. We develop custom solutions as part of an ERP for Project Management, Equipment Management, Safety Compliance Systems & Human Resources.
Most of them have purchased a Solution called IPM(Integrated Project Management) it’s a great solution for many construction companies, it is highly customisable but focused predominantly on the project management side of things.
I help implement these systems and then build the extras that make the system more like a full ERP with the accounting being done in traditional accounting platforms like Dynamics NAV, GP, Sage or others.
So over the next few months I will share the adventure with this new client and some others as I implement and upgrade them all while introducing a lot of my new Custom workflows, Java script, Plugins and Editable Grid Systems.
I will try to include some tutorials and/or tips and tricks each post to help any followers of this blog. If you have any cool ideas please let me know and I might be able to knock out a solution to it and share with the others that follow.