First of all, many thanks to my co-worker Matt Wittemann (also BLOGging on www.askdynamicscrm.com) for providing the answer to this one.
Yep, that's pretty much all that there is to it. I'm embarassed to say how long I played around and experimented with this - before I got an answer in about 30 seconds from Matt. Thanks Matt.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.