Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management

4.2. Functional Design

Once you have captured the detailed requirements, validated them against your goals and planned benefits from this phase, and assessed the requirements for any changes to business processes, you can begin the design stage of the project. While the discovery and assessment activities suggested little use of the application, it can be beneficial to present the user interface and some configuration activities during solution design. The value for approaching design in this fashion is similar to many other packaged applications: through iterative design meetings, users can get a sense for how the application functions and what the user experience will be like. Each iteration incrementally configures the application but leaves ...