Microsoft dynamics crm implementation

Microsoft Dynamics has quickly become a powerful force in the CRM marketplace.

By following the ERP implementation methodology proposed by Microsoft Best Practices and toolset, DynamicsQ’s experts are able to help clients access the flexibility, power, and broad scope of the Microsoft ERP software offering. Our MS Dynamics experts are also available to manage the entire MS Dynamics project through ERP system design, implementation, and integration.

The DynamicsQ Implementation Methodology is our process of engaging and implementing Microsoft CRM. This approach caters to customers who would like to take advantage of our extensive sales force automation experience and leverage it to proactively drive their entire hosted CRM implementation process.

First and foremost, we need to thoroughly understand the architecture of your business. We do this by asking questions. For example:

  • How does your company generate revenue? What internal processes are critical in accomplishing this?
  • Who are the decision makers and strategic employees in your company? What are their roles and what do they stand to gain from implementing Microsoft Dynamics CRM?
  • How are decisions being made and what factors are driving these decisions?

Our initial job is to shadow, interview, and gather important information. By asking the right questions we can assist our customers in documenting their existing processes, improving upon those processes, and creating new processes to streamline and increase their productivity.

It is imperative that we understand the flow of data from beginning to end:

  • How is it acquired?
  • How does it enter the system?
  • What do you do with it once you have it?
  • How does it integrate with other systems?

We can’t architect good solutions without understanding these critical factors.

If we are going to deliver on automation and truly add value, then a critical (and perhaps even the most critical) piece of the puzzle is to understand the data flow. Are you consistently importing data? Do you get leads from a single source or from multiple sources? Are prospects simply calling you and buying your products out of the blue? On the service side, where does it all begin?

It is important that we design a system that allows for a single point of entry with no duplication of data efforts. This non-redundant architecture is attained using a simplified field structure where less is more and user adoption is high. We create role-based dashboards that are easy to navigate and flow with that particular user’s role. Our experience tells us that a typical user of the system is going to use less than 10% of the data in the database. To boost efficiency, we design solutions from the bottom up that are focused on making the user happy. It is not about training people to use something that was designed without their input. They know more about what they do and how they do it and they are the ones who know what tools they need to make their lives easier. Our job is to ask the right questions, understand user frustrations as they relate to data management and automation, and then design practical and functional solutions.

We believe shadowing the users of the system is one of the most important tasks we perform. After the shadowing process we can then build something that will save users time and energy, while at the same time providing business management features with customized reporting capabilities for extreme workflow optimization. If the solution is designed and implemented properly, and the users are educated on how it works, then they will use it. If users take advantage of it and input all of their data, Microsoft CRM can run extensive metrics on that data, which in turn will make management happy.

Submit the download form for the complete Microsoft Dynamics CRM Implementation Guide.