Microsoft CRM 3.0 Customization Planning Forms

    Forms for documenting and tracking customizations to Microsoft CRM.
    • Version:


      File Name:


      Date Published:


      File Size:

      4.7 MB

        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.
    • Supported Operating System

      Windows 2000, Windows Server 2003, Windows Small Business Server 2003 , Windows XP

        • Other Requirements: Microsoft Word

      • The file Planning_Files.exe is a self extracting file. Download the file to a temporary folder. To extract the files, double-click the file name.

        The result will be a folder named Microsoft_CRM_Customization_Planning, containing 43 Microsoft Word files, one for each customizable entity.