Best Practices and Tips

Tips and Best Practices


Key New Features in CRM 2015 Spring Wave Release (Carina)

At the CRMUG Chicagoland Chapter user group meeting in May 2015, I delivered key new features/enhancements in CRM Spring 2015 release code named “Carina” overview to attendees.  The Carina release added more features and enhancements to the first release of Microsoft Dynamics CRM 2015, code name “Vega” which was released back in Nov/Dec 2014. This post summarizes the presentation I delivered at the CRMUG Chicagoland user group meeting in May.  I provided a quick summary list of features in Vega and Carina and then dived into key new features and enhancements in the Carina release.  Since Microsoft is frequently adding new […]

2015 Carina Overview

Schedule

Implementing Successful CRM Project

To implement a successful CRM project, for a start, you need to have a good project manager that can manage the project (communications, scope, cost, time/schedule, etc.) and technically competent team to develop & deploy the CRM solution.  That’s a basic starting point. A seasoned project manager will leverage his/her past experiences and adopt various tools & techniques from one of the project management methodologies whether it’s SureStep Methodology from Microsoft, Project Management Book of Knowledge (PMBOK) from Project Management Institute (PMI), Agile, hybrid, or other flavors of project delivery methodologies, based on project requirements, to plan and manage the […]


Which CRM Solution is right for your organization?

There are many factors that can influence a CRM solution scope for an organization.  Factors may include meeting specific timeline, budget, business requirements, user/department preferences, available resources and technologies, and others.  Thus there’s always going to be some tradeoffs and negotiations in scope/feature, cost, and/or timeline in successfully implementing a CRM solution. In the previous article, I bundled CRM Solutions into one of the three groups: Basic, Standalone, and Integrated.  In this posting, I will talk about an approach you can take in choosing the “right” CRM Solution for an organization. I am going to elaborate on Value and Pareto’s Principle (the 80/20 […]

Meet target concept using dart pinned at the bullseye of dartboard

CRM Keyboard

Basic, Standalone, or Integrated CRM Solution?

So, you’ve finally decided on Microsoft Dynamics CRM solution for your Small and Medium-sized Business (SMB) organization and now you need to implement it. Before you get yourself into knee deep in implementation, you need to ask yourself “What type of CRM solution is right for my organization from budget and scope standpoint?” This is non-vertical specific question thus it applies to all organizations that wishes to implement a CRM solution. What does your organization want to accomplish with CRM? What is your scope? Who are the users? What is your budget? How much are you willing to or can […]