Home | About Us | Microsoft Dynamics CRM | Industry Solutions | Services | Resources | Press Room | Blog | Contact Us

« Microsoft Dynamics CRM Step By Step Book Cover | Main | Adding color indicators to an entity record »

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!

SWOT

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

Post a comment