web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Using CRM for "Get...
Microsoft Dynamics CRM (Archived)

Using CRM for "Getting Things Done"

(0) ShareShare
ReportReport
Posted on by David Stein 35

I'm not sure if this is the right place to ask such a question, but here goes. I'm trying to implement the GTD Getting Things Done philosophy in my life and I'd like to customize Dynamics CRM to facilitate that.

 I've tried searching the web for related discussions, but haven't found any.

 Have any of you customized CRM to include projects and such so that it can function as a GTD program? Can anyone recommend any sources for information as to how to do so?

 

*This post is locked for comments

I have the same question (0)
  • Mike DeBaise Profile Picture
    Mike DeBaise 280 on at
    David, I was kind of in the same thought process you are and decided to venture out on my own I guess. I wanted to use CRM to manage more than just my clients and do more to "get things done". With this I created a custom entity "Project" and filled it with what I needed for tracking the information related to that project. Furthermore, with the whole "getting things done" thoughts, I wanted to be able to create the workflows that would automate the business items I would touch 200 times in a year, which would assist me further with the "getting things done". I decided to create all my own attributes because what I did find out there wasn't either, 1: worth the money or 2: had what I needed. If this is what you are referring to, I would be more than glad to show you how we are using CRM with the Projects Entity. It might give you some ideas yourself.  

     

  • Community Member Profile Picture
    Community Member on at

    Hi Mike,

    Could you please show me how are using CRM with the Projects Entity?

    Thanks,

    Oscar

  • Community Member Profile Picture
    Community Member on at

    I am a civil engineer use CRM to manage projects and GTD I set up the following entities Project Main One to many to entity titled Project, I also set up an entity called action list associated with activities. Works well almost same as GTD outlook

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans