At xRM, we understand that a well-crafted CRM plan is critical to the overall success of a CRM deployment, so we created the QuickStart Blueprint for Microsoft Dynamics CRM. The QuickStart Blueprint CRM template and service puts the expert help of xRM consultants within reach of any business.

Whether you choose to implement your QuickStart Blueprint yourself or hire xRM to implement it through the purchase of 10-hour prepaid blocks, the QuickStart Blueprint can help you achieve a Microsoft CRM customization and deployment that meets your unique business needs and results in a higher return on investment (ROI).

QuickStart Blueprint Components

Every business, small businesses included, has unique needs that cannot be met by out-of-the-box CRM applications. The QuickStart Blueprint plan template is designed to provide you with a CRM plan template that includes Microsoft CRM customization and configuration to meet your business’ unique needs. It includes the following components:

  1. Requirements Gathering Session – During a one-hour session (phone or web conference only), an xRM consultant will discuss your requirements and pain points with you, ask the right questions, and gather the information he or she needs to create a CRM template to get you up-and-running quickly.
  2. Customization Plan – The Microsoft CRM customization plan details the entities (record types) that will be used in your custom CRM plan.
  3. Entity Relationship Diagram – The Entity Relationship Diagram illustrates the relationships between the custom and default entities in your CRM template organization, providing you with a firm understanding of how your CRM plan works.
  4. Project Plan Template – The CRM Project Plan Template provides a tool for you to track the progress of your project as you move from blueprint to finished solution.


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Terms and Conditions

Our QuickStart Blueprint for Microsoft Dynamics CRM is a one-time offering. On-site services are not available and no substitutions are allowed.

Our QuickStart Blueprint customers also frequently purchase the following services:

QuickStart Microsoft Dynamics CRM Training

Prepaid Consulting