Starting out with Microsoft Dynamics 365
The first steps of your Microsoft Dynamics 365 journey can be daunting. Here's one key piece of advice:
Put your business before the technology BUT play to the strengths of your technology.
CRM - customer relationship management - means different things to different people. There are hundreds, if not thousands, of different CRM 'solutions' available - so, unless you have some idea of what you want, there's no way you can create the right solution for you and your organisation. Scoping your CRM requirements is a vital first step which is surprisingly often omitted in the starting out phase.
Questions you may want to ask include:
- Why do we want a CRM solution?
- What problems are we hoping to solve?
- How will we know our CRM implementation is successful?
- Who will use the system? How many people? What departments or job roles?
- Will all users want the same thing from the solution, or will different people use it differently?
If you are ready to commit to a Microsoft Dynamics 365 project
start with a Scoping Workshop which will enable you to answer these questions and more, then you know what is important in your Microsoft Dynamics 365 project.
You could also ask us about:
- Guide-Me-Guru: Learn how Microsoft Dynamics 365 will help your organisation with this free guided walkthrough with your 30 day trial. Tell me about Guide me Guru
- Hosting and Licensing Options
If you're still researching
check out our blog.The following articles are especially useful when starting:
- Why Microsoft Dynamics 365?
- The seven frustrations of DIY CRM – a story
- Five ways that Microsoft Dynamics CRM enables a Sales Manager to excel – (and not a spreadsheet in sight)
- How an expert solution architect consultant will save you money – possibly lots of money
- Choosing between Microsoft Dynamics 365 Online or On Premise? Which is the most appropriate for you?