It’s a big big CRM world…where do I fit in?

In the way that Jeff Foxworthy helped us know if we are (or aren’t) rednecks, I’m here to help you decide what role you play on your CRM team.  Why does it matter?  Where to look for help?  Training?  Skills assessments for potential new-hires.  And so on…

With a little help from Leon Tribe and Amy Langlios, here it goes…


You might be a Dynamics CRM Power User if…

  • your co-workers come to you for help
  • you know the difference between marketing, sales and service modules
  • you handle product updates with (little or no?) stress
  • you know why you should (or shouldn’t) be using the Outlook client
  • you have changed your views from the default of 50 to 250
  • your favorite CRM folders are an Outlook shortcut or favorite
  • you use conditional formatting or the Group By box on CRM data
  • You know how to build your detailed advanced find queries (bonus points if you grab the fetchxml and give it to your report writer)
  • you make your own views, charts, dashboards and wizard-generated reports
  • you know the difference between a workflow and a dialog
  • you know what you can extend, even if you’re not the one doing it

You might be a Dynamics CRM administrator if…

  • (the entire list above plus)
  • you can train others how to do what you do
  • you add and manage users, teams, security roles
  • you make system views, reports, dashboard, etc
  • you know the differences between CTP and O365
  • you know the differences between CRM online and on-premises

You might be a Dynamics CRM Customizer (configurer too) if…

  • you know which solution to use for your work
  • you know CRM architecture and can draw your data-model on a whiteboard
  • you know why and when you’d use the default solution, a managed solution and unmanaged solution
  • you are adding entities and attributes
  • you build custom forms, views, charts, dashboards
  • you make reports, using the wizard and/or external reports

You might be a Dynamics CRM developer if…

  • you know the reason you’d use managed or unmanaged in your world
  • you write plug-ins
  • you make custom workflow activities
  • you understand the difference between client side and server side programming
  • you can create the same query three different way
  • you know what a “message” is

There has to be more, but this list should get you started on your quest.

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crmhunt (Amar)

Great article :) got confused where i fit in.

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