Planning Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online
Planning Microsoft Dynamics CRM 2011 or Microsoft Dynamics CRM Online, like any enterprise-wide software, is a significant task for an organization. This guide is written for the team of people responsible for planning Microsoft Dynamics CRM, and provides information and tools that are needed to design a successful implementation. In smaller organizations, several roles may be filled by one person. In larger organizations, each role may be divided among several people. These roles include the following:
Business managers: Responsible for determining how your business will use Microsoft Dynamics CRM. This includes mapping your processes to Microsoft Dynamics CRM, deciding on default values, and identifying any required customizations.
Customization technical staff: Responsible for implementing the planned customizations.
Network technical staff: Responsible for determining how Microsoft Dynamics CRM will be installed on the network.
Project manager: Responsible for managing an enterprise-wide implementation project.
Organizations that implement Microsoft Dynamics CRM software may use the services of an independent software vendor (ISV) or value-added reseller, a consultant, or other organization that is partnered with Microsoft and will help you with implementing and maintaining your Microsoft Dynamics CRM installation. Because of this assumption, there may be references in this guide to these "partners" who are expected to provide services to you.
Resources for Planning Microsoft Dynamics CRM
There are tools available to help you plan a deployment of Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online.
Microsoft Dynamics SureStep
Microsoft Dynamics Sure Step is a full customer lifecycle methodology for all Microsoft Dynamics solutions, providing the Microsoft ecosystem with comprehensive sales through delivery guidance, project management discipline alignment and field-driven best practices. Microsoft Dynamics Sure Step is designed for Microsoft Dynamics Partners to successfully and reliably complete customer projects on time and on budget. Microsoft Dynamics CRM Sure Step Guide
Microsoft Dynamics CRM Planning Tools
The Planning Tools, available on the Microsoft Download Center, are 43 template, project, and worksheet Office documents that can be used to help plan your implementation. Planning Tools for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online
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