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