I implemented CRM2011 a couple of years ago with a company. I am now at a new company and getting ready to implement 2016 online. From my former life, I thought I remember a set of planning worksheets for security that had a tab for each topic area (IE: marketing, sales, etc) with the entities down the side and the roles across the top.
I've searched for an hour and can't seem to put my hands on such a document. Am I remembering incorrectly or just a poor searcher? If there is such a document, can someone point me to it?
Thanks in advance
-Frank