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Remember the old adage “A picture speaks 1000 words”? When gathering CRM requirements, that is often more accurate than one may realize. Creating visuals to aid in requirement sessions is nothing new. However, being able to create them to look identical to the actual product is rare. To do so for free, provided you are subscribed to Office 365 or have access to a recent version of Visio, sounds too good to be true. Luckily for you, it isn’t.



One of our amazing PowerObjects employees has graciously provided the Microsoft Dynamics CRM community with a customized Visio stencil to generate mockups for CRM 2013 and 2015. Simply download and install the appropriate template below and you’ll be creating exact replicas of CRM forms in no time. For ease of use, save these stencils into the Documents>>My Shapes folder and Visio will automatically include those in these in the My Shapes menu the next time you launch it.

If you don’t have Office365 and would like more information about the benefits it can bring to your organization, check out our services to find out more!

Happy CRM’ing!

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Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.