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Tools for customization planning
The Microsoft Dynamics CRM 4.0 Form Reporter generates a Microsoft Word 2007 document detailing the tabs, sections and fields of all entity forms found in the exported definition of entity customizations. Field descriptions include details about how the field is configured, including all the available values for picklist fields. If you have multiple languages installed, you can select which language labels that you want the document to use. The output of the Form Reporter is typically used to document the state of form customizations at a point in time. This ‘snapshot’ can be used for training, planning, or project documentation. For example, you might capture the initial state of the forms before any customizations are applied and then compare that with the results after customizations are applied.
Tools for business management
The following table describes tools that you can modify and use for determining how your business processes map to Microsoft Dynamics CRM. These tools are available for download at Microsoft Dynamics CRM Planning Tools.
Microsoft Dynamics Sure Step methodology
Microsoft Dynamics Sure Step provides a complete methodology. This includes project management discipline and field-tested best practices, plus user-friendly tools that can help you deploy, migrate, configure, and upgrade Microsoft Dynamics products.
Microsoft Dynamics Sure Step is available to Microsoft partners to help reduce risk and guide you through the tasks associated with deployment and configuration of Microsoft Dynamics solutions. For more information about Microsoft Dynamics Sure Step, including training, methodology, and tool downloads, visit the PartnerSource Web site.
Business management training
Business management training consists of the business needs, process analysis, and the project management skills that are required to perform a successful implementation of a CRM system.
The Microsoft Dynamics CRM Help has conceptual information about how Microsoft Dynamics CRM can support the sales, service, and marketing functions in your organization. The Help also has information about how to configure and customize Microsoft Dynamics CRM.
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