CRM Health check

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Posted on by Jay2014

Hi Experts,

I am conducting a high level CRM health check review and would like to create an Excel template more like a check list for areas to review i.e (review of System Jobs, Views (find columns in each view) etc. Is there any template or resources out there that could be helpful in helping me create this template ?

Thanks

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Community Member on at

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Hi Jay2014,

Can you share the template of health check review of Dynamic CRM

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Rajkumar Rajaraman on at

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You can refer this:

www.dxrms.com/health-check.html

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Hi Rajkumar,

I was looking for comprehensive appraoch and scope for Dyanmics CRM health check of current implementation. Any document(doc,ppt etc) detailing it will help ....

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Community Member on at

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Hi Rajkumar,

The link you shared is broken, please send again

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