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Implementation & Customization

Installation:

 

To install these shapes follow the steps below: 

  • Extra the VSS file to your shapes directory
    • Typically: My Documents\My Shapes
  • Launch Microsoft Visio 2003
  • Load a new blank drawing
    • We typically use the Software | Windows XP User Interface template)
  • Open the Invoke shapes library
    • File | Shapes | My Shapes | Invoke Systems - Viso Shapes for Microsoft CRM 3.0.vss
  •  Enjoy 

 

 

Click this link to download the Visio Shapes for CRM from the CRM Sandbox Site

 

Visio shapes are provided by Invoke Systems

 

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