I’ve written a few blogs around user adoption and how to engage users throughout the whole process (6 Ways to Form a CRM Habit; 13 Ways to Get CRM Buy in). But how do you plan your deployment during this process? Here’s 7 things to help get the ball rolling: Migration: How much storage is…
There’s tonnes written about workflows in Dynamics 365. All businesses have processes they follow and many of these could be built within Dynamics. In this blog I’ll run through 2 of the key processes that come out of the box with Dynamics 365 Business Process Flows Workflows This will be helpful for those in the…
One of the biggest selling points of CRM is the ability to create a single view of the customer, data is key to making this happen. This blog covers things that you should consider during and after your implementation. It’s probably not a good idea to simply move all data from one system into CRM…
Now you’ve got a handful of processes, owned by a key team, you’re in a good position to start writing the spec. In this blog I’ll cover 9 things you should consider. A good spec. lets suppliers and colleagues know exactly what the new system will look and feel like. It also helps the testing…
You’ve identified everyone’s needs/wants and the strategy CRM will be driven by…it’s now time to create the dream team! This blog explores the key roles you’ll need to get your system up and running and tips on building your team. So how do you get the ball rolling? First you’ll need to Identify who needs…
