Archive for May, 2009
One of the developments that we accomplished for a client was a custom task and appointment report, and since this comes up quite often. This was mainly because the layout of Microsoft CRM tasks printout was really lifeless by default.
For example it didn’t have additional information such as the information about the task at hand, who the salesrep was meeting with, what the company’s phone number and contact numbers where in an easy printable format.
We created a better solution by utilizing a simple .net site that contained a SQL recordsource control that binded to a details list and modified the default template to look as the reps desired. We just had to create a customized SQL view of the data to pull from.
We then added additional navigation in CRM for easily selecting at any time the type of reports to print so that a salesperson could literally open CRM, print their tasks and appointments (with full details) that they could take on the road with them, write on during the day, then enter details back into the system the next day or later that afternoon.
