Track and communicate your customization plans
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When you’re deciding how to customize, everyone has an opinion. Keep the meeting organized with these handy files, and make sure you have a record of what you decided.
Each file contains a place to track changes to the entity name and messages displayed by the entity, the form used to collect data, the views used to display data, the attributes for the entity, and the reports that use data from this entity.
Instructions
To install this download:
1. | Click the link in the Download box. |
2. | Double-click the downloaded file to extract the files. |
Instructions for use:
Identify entities that you will be discussing at a meeting, and print the files or bring them on a laptop to the meeting. Use the printout or file to document your decisions.
To remove this download:
| • | Delete the customization planning files. |
For More Information
For more information about customizing the schema of Microsoft CRM 3.0, see the online Help in Microsoft CRM 3.0.
