Tools for business management

[Applies to: Microsoft Dynamics CRM 4.0]

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.



Business Process Questions (.doc)

A document that contains questions to ask yourself to help think through how your business processes map to Microsoft Dynamics CRM.

Sample Sales Process Flowchart (.vsd)

A sample flowchart of sales processes.

Sample Service Process Flowchart (.vsd)

A sample flowchart of service processes.

Configuration Data Collection (.xls)

A Microsoft Office Excel worksheet to collect all the business data required to configure Microsoft Dynamics CRM.

Customization Requirements Summary (.xls)

An Excel worksheet for tracking customization changes.

Workflow Planning (.xls)

An Excel worksheet for summarizing needed workflow rules.

  • At a minimum, use the Configuration Data Collection spreadsheet to collect the data required for configuration of Microsoft Dynamics CRM.
  • If you want to customize any fields, forms, views, or reports, use the Customization Requirements Summary.
  • If you want to create workflow rules to automate business processes, use the sample process diagrams to create your own process diagram, and then use the Workflow spreadsheet to document the triggers and actions required.

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