Microsoft Dynamics 365 Blog

One of the goals of the CRM v3 Small Business Edition is to target the small business segment of the market in partnership with the highly successful Windows Small Business Server. This presented a bit of a challenge for us…how do we take CRM, which was designed around having a partner available to configure and customize it, and give it to small businesses with limited budget and resources?

Our answer to this problem was the Small Business Edition Configuration Wizard.

This is a one-stop wizard that takes care of most of the basic configuration tasks of CRM and gets customers into a working state quickly after the initial installation.  The wizard configures the following things:

·         Subject hierarchy.

·         Defining sales territories.

·         Defining top competitors.

·         Creating queues.

·         Basic e-mail configuration.

·         Creating sites for service scheduling.

·         Setting the full name format.

·         Creating default relationship roles.

·         Renaming of Account, Contact, and Case entities to be more appropriate to the customer.

We want the Configuration Wizard to configurate only the areas that are relevant to them. The wizard leads the user through a series of questions to determine if the wizard can help the user to configure things like queues and services sites, functionality that some customers may not need. During the process, we also give the user an education in the way CRM works as they configure the system. We do this using dialog boxes that answer the question, “Why is this important to you?”

We like to think we made the process of getting up and running with CRM a bit more down to earth. Take a look sometime! For partners out there who think this is cool, we even give you the ability to create a configuration in the wizard, save it in a file, and apply it on a customer’s server when you’re ready.

Michael J. Lu

We're always looking for feedback and would like to hear from you. Please head to the Dynamics 365 Community to start a discussion, ask questions, and tell us what you think!