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The Dynamics CRM product team at Microsoft have an Industry Vertical template program. It was created as a vehicle for identifying, validating and distributing vertical specific IP as templates to be used to assist partners and Microsoft deliver easy to use vertical specific demonstrations.
The product team have recently released three vertical templates based on Microsoft Dynamics CRM 2011. These can be used in Microsoft Dynamics CRM Online and in on-premise based demonstrations too. The new templates are for:
Typically a template will consist of the following components specific to a vertical:
The templates are delivered as solution packages that can be easily downloaded through the Microsoft Dynamics CRM Marketplace for partners to import and use in sales engagements. The solutions can be found on the Microsoft Dynamics CRM Marketplace under the search “Microsoft Dynamics Labs”, alternatively I have supplied the individual links below:
When you import and publish a template onto an existing instance of CRM, with other solutions already published, the template will be made available as a managed solution. In essence it will be added to the existing instance of Microsoft Dynamics CRM. The solution framework for Dynamics CRM supports layering; hence you can typically install one solution on top of another. Please refer to MSDN for more info.
If you need to further customise the template for a specific customer demonstration the existing components of the managed vertical template cannot be edited or changed. However, a template can be used as a reference to build more complex components when required. For example, consider that a workflow, WF1, is provided with the template. WF1 cannot be edited to satisfy customer needs. However, you can build a new workflow referencing WF1 and use that for the demo, if required.