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When creating new entity in CRM organisation, there is a temptation to click, click, click, create the entity and quickly proceed onto customizing form, adding fields and creating mighty relationships. Isn’t it what the power of Dynamics CRM is all about? Well, yes and no. Pause for a second, take a deep breath and think about things that you won’t be able to undo or reverse without great efforts:
All these things are irreversible – think twice before pushing that Save button. As a rule of thumb, I decide on the first three before creating an entity, uncheck all the “one-way” boxes, save the entity and then bring in the features only when they are warranted or explicitly asked for.
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