Dynamics CRM implementation: lessons learnt
2015 has been one heck of year for me personally and professionally. Just finished implementing Microsoft Dynamics CRM 2015 for a fairly large group of users. This is my second full blown CRM project from inception to implementation. First one was Microsoft Dynamics CRM 2011 On-Premise. This one is MS Dynamics CRM 2015 Online. Both involved convincing business and IT folks on why choose CRM as the tool to solve the chosen problems. A ton of lessons learnt, as I have done with every project in my professional career. Here's a few in the form of advice. I have put them into 3 main categories: product, process and people. I consider all 3 to be vital for any successful IT project. 1. Product: You can't afford to miss this one You have picked Microsoft Dynamics CRM 2015 to solve business processes. Smart move! Now, know your product very well as soon as possible. Research, review and decide on all additional tools to go with CRM as well as othe...