CRM Quick Start Blueprint
Your business likely has unique needs that cannot be completely met by a CRM application in its straight-out-of-the-box, unconfigured condition. However, jumping in and starting to modify it without planning is not the way to go either. The QuickStart Blueprint is designed to analyze your needs and then provide you with a sensible plan for configuring and customizing Microsoft Dynamics CRM to make it better match your business’ way of doing things. The package includes a one-hour meeting with a CRM architect, and also includes a detailed document of at least six pages in length that lists entities, their uses, key attributes, and an entity relationship diagram—essentially, a blueprint for your successful CRM deployment.