We use two different methods of documentation – 1 for our small team of administrators and developers and 1 for our end users...
CRM Team Documentation
we use a shared OneNote that has become our "user manual" for how to administer the system. We store specific steps on creating solutions, migrating changes from Dev to Stage to Production, etc. This has been very helpful, especially when we've had to cover for each other during vacations/absences.
We have created a series of How To Guides and store them out on our intranet site for all users to access. This has cut down on the repetitive questions we receive and is used to onboard new users. Each How To Guide contains the "why" for context along with the "how" and we have screenshots so they can follow along in a self-service model.
Shawn Hickey \ Burns & McDonnell
Associate & Department Manager \ Information Technology
O 816-844-4518 \ M 913-907-0158
9400 Ward Parkway \ Kansas City, MO 64114
Hi Niels,Since our implementation is ongoing, we use the Description field for all entities, fields and processes. We can easily export an excel (tabular) form of those lists in D365 and store it in the SharePoint Collaboration site.I hope this is helpful.Thanks,Cristall
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