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Responsibilities of the implementation team

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Responsibilities of the implementation team

The responsibility for a successful Microsoft Dynamics CRM implementation should be shared by several people and organizations. Some of these include your software vendor, consultant, or other value-added partner, and the people in your own organization who are needed to participate in your implementation team. These people will implement Microsoft Dynamics CRM for your business.

The responsibilities of an implementation team include the following:

  • Develop an installation strategy.
  • Determine who will perform the various tasks.
  • Create an implementation schedule.
  • Define a progress-reporting plan.

    Members of the implementation team should include people with organizational and planning skills, a comprehensive knowledge of the day-to-day business operations of your organization, and knowledge of Microsoft Dynamics CRM. The team should also include the system administrators whose technical experience should include Microsoft Windows security, client/server networks, database administration, and Web technology.

    The number of people involved in implementing Microsoft Dynamics CRM depends on the size of your organization. To avoid task and time-responsibility conflicts, make sure that members of the implementation team are either full-time resources or can schedule implementation-related tasks as a priority, especially if deployment is to a large number of users. Team members and their managers must understand and accept the commitment required.

    Each member of the team must have a well-defined role and set of responsibilities. These roles include the following:

  • Business owners and managers

    Business owners and managers provide the leadership necessary for success, and guide decisions about the way Microsoft Dynamics CRM is deployed. Although they do not have to understand the details of installation and configuration, they must be aware of the system configuration and maintenance requirements.

  • Executive sponsor

    In small organizations, this role may be the same as the business owner or managers. In larger organizations, this person provides the link between the project manager and upper management. This person must understand the details of the installation and configuration, understand the schedule, and work with outside vendors.

  • Implementation project manager

    The project manager is the person who directs the work and makes things happen. This person must understand the details of the installation and configuration, understand the schedule, know the other team members and their contributions, and work with outside vendors.

  • System administrator/database administrator

    The system administrator sets up and configures hardware, installs operating systems and supporting software, and installs the Microsoft Dynamics CRM software. In smaller organizations, a Microsoft Partner may handle these tasks.

    The database administrator maintains and backs up business data. Depending on the size of your organization, the system administrator or another person (such as someone in operations) might be assigned the database administrator role.

  • Operations personnel

    Your operations personnel are responsible for maintaining the system on a day-to-day basis. This ensures good system health and failure recovery. In smaller organizations, these roles may be shared with the system or database administrator.

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