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 salesforce.com'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