Over the years, I have had a lot of clients which always request the same functions. My base solution contains many of these and has been Australianised for you. Additional features include the automated tracking via workflow of the last activity date on base entities in CRM and additional charts and dashboards for measuring user adoption and summary snapshot of CRM data.
Before you can install the base solution, you need to install the following components:
- Workflow Utilities managed solution from GonzRuiz – https://mscrmworkflowutilities.codeplex.com/
- AG Workflow Utilities managed solution from Gemina – https://crm2011distributewf.codeplex.com/