Tools for customization planning

[Applies to: Microsoft Dynamics CRM 4.0]

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.

For more information, download the Form Reporter tool and documentation.


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