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SWOT Analysis in Microsoft CRM
In preparation for a customer demo tomorrow, I was reviewing their list of questions/requirements. One of their requirements was:
"Does Microsoft CRM have a Competitor/SWOT analysis function? If not, how would we set one up?"
Of course, you can track competitors in Microsoft CRM but I wasn't sure if there was an out-of-the-box SWOT analysis. I opened the competitor record, and I was pleasantly surprised to find that the competitor entity includes the SWOT fields (on the second tab). Since this was obviously important to the prospect, I decided to move these fields up to the first tab. Voila!

Posted by Mike Snyder on September 1, 2008 in Microsoft Dynamics CRM 4.0 | Permalink
Comments
very cool. thanks.
Posted by: rob | Sep 1, 2008 11:45:39 PM
Thank you Mike!!
Posted by: Matt Moore | Nov 2, 2008 1:52:19 AM


