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Do you track your initial meetings?
Do you know how to add custom branding to the Power BI portal?
Do you use version numbers and well formatted notes to keep track of solution changes?
Do you know the best way to demo Microsoft CRM to clients?
Project Planning - Do you download a copy of the Microsoft CRM Implementation Guide?
Do you make sure the Primary Field is always the first column in a view?
Do you take advantage of Power Automate and Azure Functions in your Dynamics solutions?
Do you use the Common Data Service connector instead of the Dynamics 365 connector when using flows?
Do you create a Solution and use the "Current Environment" when creating Flow for Dynamics?
Do you enable SQL (Read-Only) connect to the Common Data Service?
Do you know how to arrange your Azure resources?
Do you share screens when working remotely?
Do you store your secrets securely?
Do you minimise the use of Out of Office?
Do you know the right place to store Employee Data?
Do you use version control with Power BI?
Installation - Do you ensure you are on the current CRM Rollup?
Do you know the Dynamics 365 (CRM) competitors?
Do you report on your CRM with Power BI?
Do you know how to find the closest Azure Data Centre for your next project?
Customization - Do you only export the customizations and related ones that you have made?
CRM2013/2015 - Do you use CRM Business Rules to automate forms?
Do you show your phone number to allow for emergency communication?
Do you run two or more test migrations before a live migration
Do you apply all hotfixes to server after migration
Browsing - Do you add the YouTube Center extension?
Do you backup your WordPress site to an external provider like Dropbox?
Do you log each screen during migration
Do you update CRM installation files before migration
Do you back up everything before migration
Do you use Filtered Views or Fetch for CRM Custom Reports?
Do you know how to correctly use the terms: Configuration and Customization in the TFS context?
Customization - Do you know which version of SQL Reporting Services and Visual Studio you are using?
Do you know how to correctly use the terms Configuration, Customization and Extending in the CRM context?
Customization - Do you have a naming convention for your customization back up? (CRM 4 only)
Customization - Do you have only one person making changes to your CRM customization?
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