MS CRM 3.0 challenges

I finally got the sales process to work in a manner which meets the initial requirements of the client. I now have the process sending out tasks for the sales rep to respond to and the data checking to ensure the data has been logged is working OK. I still have a long way to go before it is a solid solution but at least I have the basics working.. Later we will put the bells and whistles on and see if it can manage the IBM Special Bid process as well…

Next stage will be to fully test all of the scenarios so the staff don’t find ways to circumvent the process and no deadlocks occur. I have a few problems where the server doesn’t end a process before the next one fires, then complains about the first process not being finished and pausing the new one! Eventually it appears to start off again and during normal activity this should not be a problem because the sales staff should not be pushing data in the same way as my testing did…

I am not a big fan of the product but at least it seems to be slowly fitting together.

Chris…

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