CRM Documentation

CRM Documentation version 1.0.3 developed by Merijn is a highly useful tool designed to simplify the documentation process of CRM customizations. This program falls under the Office Tools category and specifically handles Document management tasks. The latest iteration of this software is a freeware, meaning it is entirely free to use without any licensing fees. It supports Windows 7, ensuring compatibility with a widely-used operating system.

CRM Documentation leverages exported XML customizations files to generate comprehensive documentation, including forms, picklists, and embedded scripts. This functionality significantly reduces the manual effort involved in documenting customizations made in Microsoft CRM. The tool is designed using Visual Tools for Office SE and Office 2007 technologies, making it robust and reliable for office-related documentation tasks.

Though initially developed as a personal project in a hotel room, Merijn has managed to create a practical tool that is already proving to be immensely valuable in various CRM implementation projects. The software can be easily obtained for free through a simple download process. For users who may still be using the initial 1.0 version, upgrading to 1.0.3 will offer enhanced capabilities and improved performance.

Key benefits of CRM Documentation include its freeware status, which allows users to experience its benefits without any cost barriers. Additionally, its user-friendly interface makes it ideal for document management in CRM projects. However, as it only supports Windows 7, users with different operating systems might encounter compatibility issues.

Pros:

• Freeware with no licensing fees
• Efficiently generates CRM documentation from XML files
• User-friendly and practical in various CRM implementation projects

Cons:

• Limited to Windows 7 support only
• May require some familiarity with Visual Tools for Office SE and Office 2007 technologies

It is not possible to confirm if there is a free download for this software available on the developer's website. We recommend checking the downloaded files with any free antivirus.

You may want to check out more software, such as Oracle CRM On Demand, WordMailMerge Client for MS CRM 3 or eWay-CRM, which might be similar to CRM Documentation.