Planning Tools Download for Dynamics CRM 4.0
Posted Friday, August 27th, 2010
We all know how imperative proper documentation is when you’re implmenting a new software platform – especially a business solution like Dynamics CRM. Intricacies and minor details need to be captured for verification of creation and end user training down the road.
But where to start? Sometimes it’s difficult coming up with great documentation yourself – especially if it doesn’t come naturally to you. For those of you looking for a little “boost,” I’ve found a pretty nifty download. It’s called Planning Tools, and you can download it at the same site as the CRM 4.0 Implementation Guide. I have to admit, some of the documents are a little…rustic. But with a little elbow grease, these documents could be very valuable client-facing documents.
If you’re looking for something a bit more turn-key, SureStep is always a great place for Partners and consultants to find some end user documentation. SureStep has hundreds of beautifully formatted documents for GP, CRM, and more. You can download SureStep from Partnersource.
Tags: CRM 4.0 Documentation, CRM Documentation, Download Planning Tools, Planning Tools, SureStep, SureStep Download
Posted in Documentation, Dynamics CRM
Kristen O'Connor
CRM Consultant at I.B.I.S., Inc.
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