Consulting Dynamics CRM 2015 Wireframe Templates

Wireframe Template for Dynamics CRM 2015, free to use. Now with Dashboards!

An update to this blog has been looong overdue.  In came the new year, along with a brand new Dynamics CRM version.  So, what better way to kick it off than to post an update to the Wireframe Template!

This new version has been updated for Dynamics CRM 2015.  More importantly, however, I’ve now added the ability to fashion a Dashboard wireframe. This was the most requested feature since the previous version I posted a year ago.

A short list of the new updates and features below.Visio-Professional_2015-02-08_21-15-48[1]Dashboards - Wireframe Template for CRM 2015

  • Updated top Nav Bar on all tabs to match Dynamics CRM 2015 appearance.
  • All files are now Visio 2010 compatible.
  • *NEW!* Dashboards tab
    • Click on the Dashboard tab to view.
    • Pie charts, Bar Graphs, and Line Graphs all leverage Visio functionality.
    • Edit the properties of the chart to configure according to your design.

To download and use this template:

  1. Download the ZIP file at this link.
  2. To extract, enter the password:
  3. Open the file labeled “CRM 2015 Wireframes template (Visio 2010)” in Visio or other compatible editor.
  4. Add the attached stencils as needed to aid your design.

Please let me know your feedback on this new version by adding a comment below.  Feel free to use it and make it your own, but I’d greatly appreciate a link back to this very post should you share it.  Enjoy! :-)

Consulting Dynamics CRM 2013 Wireframe Templates

Dynamics CRM 2013 wireframe model template, free to use

Please see this post for the latest version of this wireframe template!

Almost every single project I’ve been on requires some proof-of-concept visuals to help win acceptance from the client. It also helps generate some excitement about the end results.  Of course, new implementations based on the latest 2013 version of Dynamics CRM are no exception.

So, as a consultant or analyst, what are your options? Some say you can simply build a quick model in a trial or development CRM system. However, I will argue that there are significant disadvantages to this approach.

  • Should the client want to make frequent or significant changes to the forms, it’ll take time to re-build each iteration.
  • Due to the messy nature of modeling in the CRM system, the solution cannot be used for production. Rebuilding a new, clean solution adhering to best practices is necessary.
  • Generating sample data to populate the custom forms can be a time sink.

My solution? I built a wireframe model template in Visio that allows anyone to model the system with greater flexibility.

The features of this template include:

  • A cover sheet
  • Custom entity form template
  • Custom entity form template (125% zoom for readability)
  • Quick Create form template
  • Entity Views template
  • Navigation Bar template
  • Stencil for CRM 2013 forms
  • Stencil for CRM 2013 Navigation Bar buttons

Some advantages to using this template:

  • The ability to actively work with the client and make instant changes during design sessions, thereby reducing the number of cycles needed to get approval.
  • Leverage the included custom stencils to drag-and-drop components to the form you are designing.
  • Modify any text on the template form to match your vision of the entity.
  • Add notes on the wireframes to visibly highlight key information.  Some possible examples:
    • Field properties
    • Option set values
    • JavaScript functionality
    • Integration notes
    • View filtering conditions
  • Use the Visio template to complement your documentation.

Now, if you decide to download and use this template by clicking on the link below, my only request is that you give me credit for my hard work by helping to spread the word via a link to this very post.  It would be much appreciated!

This contribution represents a thank you to the Dynamics CRM Community.  I got to where I am now because you shared your knowledge and contributions over the years. :-)

In the future, I may add some Dashboard wireframing options to this document.  Please let me know if it proves useful for you, and I look forward to your feedback!

-Christian Espinoza