Microsoft CRM Planning and Customization Documents

Ok... For those of you who read these documents in the Mid Atlantic Area, you better use these documents or something like them or better. 🙂 Not using documents like these, along with a Project Plan, Estimate and Status reports is a sure fire way to have a project crash faster than's database servers. These documents are VERY cool...

This download includes one file for each customizable entity in Microsoft CRM. Each file includes default forms, views, attributes, and reports for the entity, with tables to add information on what you want to change. These files are designed to be printed and brought to meetings where managers and employees determine how to customize Microsoft CRM for their specific business needs AND FILLED OUT AFTER THE MEETING...

Customization Files  

Implementation Guide - Look in the Planning Tools Directory

Comments (3)

  1. John Poff says:

    Nicely done, thank you for the oppurtunity.

    Can you offer advice on how to become a CRM solution Specialist?  We are currently a Certified Partner, and would like some hints/study material.

  2. Ben Vollmer says:


    Thanks for the note. CRM SSP is an internal title that microsoft gave me. I asked for VP of sanitation, but they said that title was taken. 🙂 There is a ton of information available to you. I would connect with Val Draper or Tom Pertzbor, who handle CRM for the Central Region.



  3. Bev Lovett says:

    Hi Ben,

    I’m need to modify Accounts to move the attachments out of Notes into a new tab called Attachments. I need this new tab to have the same properties as Notes. Can this be done?



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