Microsoft Dynamics 365 Pricing & Licensing

This blog and video will help you understand the Microsoft Dynamics 365 pricing and licensing.

We recommend you watch the video however we have summarized below.

  • Microsoft Dynamics CRM is now Dynamics 365
  • Components of Dynamics 365 are Sales, Marketing, Finance, Operations, Customer Service, Field Service and Project ServiceDynamics 365 Pricing Information Automation
  • Dynamics 365 can be licensed as individual applications or as a Plan
  • Team Members license is for “light users”
    • Read access across Sales, Service, Field Service & Project Service
    • Write access to Contacts, Accounts, Notes & Activities
    • Read/Write to Custom Entities
  • Team Members cannot access Marketing Lists, Cases, Products,
    Contracts or Work Orders

The “Business Edition” consists of only the Financials application. Functionality includes: Financial Management, Inventory, Purchasing, Project Management and Outlook Integration for Quote, Invoice, Order & Credit Memo.

Microsoft announced that the Sales & Marketing modules would not be released under Business Edition – see our blog article for more information

Business Edition Financials – priced at $40 per user/month

Enterprise Edition

Licensed as Individual Applications or Plans (groups of apps).

Application Licensing

Start with what you need and upgrade to plans as your business grows. You can buy Dynamics 365 applications for:

Retail – $170 pr user/month

Talent – $40 per user/month

Sales$95 per user/month

Customer Service$95 per user/month

Project Service Automation $95 per user/month

Field Service$95 per user/month

Relationship Sales $135 per user/month

PowerApps – $40 per user/month

Additional Licenses:

Team Member – Execute basic processes and share knowledge. $8 per user/month

Dynamics 365 Enterprise Plan 1

Get full use of all applications in one comprehensive, cost-efficient license.

$210 per user/month

Includes:

Additional Licenses:

Team Member – Execute basic processes and share knowledge. $8 per user/month

Operations Activity – Perform transactional tasks with Finance and Operations or Retail applications. $50 per user/month

Operations Devices – Access Finance and Operations or Retail application functionality through a shared, licensed device. $75 per device/month

Unified Operations Plan

Get full use of applications that help connect and manage your business operations.

$190 per user/month

Includes:

  • Finance & Operations
  • Retail
  • PowerApps

Additional Licenses:

Team Member – Execute basic processes and share knowledge. $8 per user/month

Operations Activity – Perform transactional tasks with Finance and Operations or Retail applications. $50 per user/month

Operations Devices – Access Finance and Operations or Retail application functionality through a shared, licensed device. $75 per device/month

Customer Engagement Plan

Get full use of applications that help build and support customer relationships.

$115 per user/month

Includes:

Additional Licenses:

Team Member – Execute basic processes and share knowledge. $8 per user/month

Discounted Dynamics 365 Pricing Available!

Enterprise Sales Application – $40 per user/month, renewable through December 1, 2019! Maximum 25 licenses (if you need more than 25 licenses all licensing must be purchased at regular pricing (see below). This discounted pricing is available only to new customers (a customer that has not previously licensed any version of Microsoft Dynamics CRM (Online or On-Premises) prior to this purchase).

Enterprise Sales & Customer Service – $65 per user/month, renewable through December 1, 2019! Maximum 50 licenses (if you need more than 50 licenses all licensing must be purchased at regular pricing (see below). This discounted pricing is available only to new customers (a customer that has not previously licensed any version of Microsoft Dynamics CRM (Online or On-Premises) prior to this purchase.

Dynamics 365 Team Members Licensing – $5 per user/month, renewable through December 1, 2019 New customers that purchase the above SKUs will also be able to obtain a version of Team Members, Enterprise edition at $5/user/month. Up to 150 Team Member licenses are available with the above promotional pricing. 

We hope this information was helpful!
For a quote on Dynamics 365 licensing send us an email – [email protected] or call us 844-8-STRAVA (844-878-7282). FREE training with every license purchase to help get you up and running.
About the Author: David Buggy is a veteran of the CRM industry with 18 years of experience helping businesses transform by leveraging Customer Relationship Management technology. He has over 14 years experience with Microsoft CRM and has helped hundreds of businesses plan, implement and support CRM initiatives. David spent 20 years as VP/Partner for a leading Microsoft CRM partner where he founded the Microsoft CRM practice. In 2017 he founded Strava Technology Group, a firm that is focused on helping businesses achieve success with Microsoft CRM and Dynamics 365. To reach David connect with him on LinkedIn. To learn more about Strava Technology Group visit www.stravatechgroup.com

Review of the New Dynamics 365 Unified Interface

The Dynamics 365 Unified Interface is coming and we had the opportunity to review it, below are our thoughts. The Unified Interface for Dynamics 365 is an updated user interface and is common across devices (mobile, tablet and desktop). It also includes some functionality only being released to the new client.

You open the Unified Interface from the My Apps area of your Office 365/Dynamics 365 portal. It displayed in ours as “Dynamics 365 – Mobile”. When you log in for the first time you will be presented with an entirely new user interface with new navigation and a very clean interface.

Unified Interface

When you open a record you will notice several changes to the interface:

Dynamics 365 Unified Client

There are “tabs” to sections of the form and to related information

Columns and areas of the form have been re-designed. Field labels do not get cut off any longer.

The New Activity Timeline is included in the Unified Interface (will not be available in browser UI). This area now displays combined activities (including custom activities), posts and notes in a single view and with a better visual. A filter option is also available allowing you to filter down to only the type of records you want to see (Past Due, New Posts, Notes, etc)

Relationship Insights is also displayed in the new interface.

Other Features of the Unified Interface:

  • Responsive UI (Form factor adaptive) across platforms and devices.
  • Full Accessibility support from the get-go.
  • Provides common pattern set that all features can leverage – learn once, use everywhere.

Dashboards include new chart items:

D365 Unified Interface Dashboards

   Mobile gets a face-lift also

D365 Unified Client Mobile

We are excited about the new Unified Interface. For Administrators there will be less redundant work creating elements in multiple areas. Forms will be mobile responsive as they are created. For end users it offers a much cleaner, friendlier overall user experience. Microsoft got this right.

About the Author: David Buggy is a veteran of the CRM industry with 18 years of experience helping businesses transform by leveraging Customer Relationship Management technology. He has over 14 years experience with Microsoft CRM and has helped hundreds of businesses plan, implement and support CRM initiatives. David spent 20 years as VP/Partner for a leading Microsoft CRM partner where he founded the Microsoft CRM practice. In 2017 he founded Strava Technology Group, a firm that is focused on helping businesses achieve success with Microsoft CRM and Dynamics 365. To reach David connect with him on LinkedIn. To learn more about Strava Technology Group visit www.stravatechgroup.com

 

Microsoft Dynamics 365 Business Edition – New Product Direction

Last week Microsoft announced that the Dynamics 365 Business Edition would not be released (not with the name “Business Edition”) In a post on 9/22 Microsoft’s Alysa Taylor laid out the plans for Dynamics 365.

To “further simplify” Dynamics 365 offerings and “increase ease of selection” Microsoft will offer a single collection of Dynamics 365 applications for customers of “all sizes and complexity”. The applications will span Marketing, Sales, Service, Finance and Operations as well as Talent. This will enable customers to adopt the areas of the product as needed by their business. The Business and Enterprise names will be dropped to create one product suite that can be adopted by a small or very large organization.Dynamics 365 Business Edition Direction

There will be “additional price point(s) with different level(s) of functionality”, the first area of the suite to get this will be Sales in Spring 2018. Microsoft also plans to offer a new end-to-end business management cloud solution – an expansion of Dynamics 365 Finance and Operations adding the full capabilities of Navision (NAV). It will be delivered in two offerings – cloud model with a pay per user/month or via the ISV application platform which enables ISV’s (those who develop add-ons) to enbed the technology into their offerings.

Microsoft also stated that they will continue to offer on-premise versions of Dynamics NAV, GP and SL. Dynamics NAV 2018 and GP 2018 will become available later this calendar year.

Our take on this new direction

Simplifying the licensing and pricing is a good thing. Having two offerings (Business and Enterprise) coupled with application licensing, plan licensing got very complicated. Having one product with options to license the functionality a business needs is a good model. When there was Professional, Basic and Essential licensing, businesses were over-buying functionality. The Professional license included all builtin Strava Technology Groupproduct functionality (Sales, Service Marketing) however the average business only uses 20% of the functionality in an enterprise application. This new model solves the issue of overbuying functionality. I do also like the option to get it all for those businesses that want an end-to-end solution.

So all-in-all we feel like this is a good strategy and one that should have been set from the beginning of Dynamics 365. It is much better to address this now than to have had to change directions after a release of Business Edition.

For now you can license the Dynamics 365 product at significantly discounted prices, for more information CLICK HERE

About the Author: David Buggy is a veteran of the CRM industry with 18 years of experience helping businesses transform by leveraging Customer Relationship Management technology. He has over 14 years experience with Microsoft CRM and has helped hundreds of businesses plan, implement and support CRM initiatives. David spent 20 years as VP/Partner for a leading Microsoft CRM partner where he founded the Microsoft CRM practice. In 2017 he founded Strava Technology Group, a firm that is focused on helping businesses achieve success with Microsoft CRM and Dynamics 365. To reach David connect with him on LinkedIn. To learn more about Strava Technology Group visit www.stravatechgroup.com

Microsoft Dynamics 365 Business Edition Canned, now code named Tenerife

If you are waiting for the Business Edition of Dynamics 365… On Monday at the Directions Conference in Orlando, Marko Perisic gave a keynote that set Microsoft partners on their heels. He announced that the product formerly known as Microsoft Dynamics CRM, Dynamics 365 for Financials and Operations Business Edition, formerly known as Dynamics 365 Financials, formerly known as Project Madeira, formerly known as Navision (NAV) is now to be known as “Tenerife”.

“Business Edition is no more”. Tenerife which is commonly known as the largest of Spain’s Canary Islands, off West Africa is now the code name for the new partner platform for vertical solutions. Tenerife that would be available exclusively from Partners, and that all deployments would be white-labeled.

Also gone is segmentation by customer size (SMB, Enterprise, Etc.) The new model in Tenerife will be feature based, buy the features you need. A 1000 user customer can license this app and pay the same as a 15 user company. Apparently there was growing concern at Microsoft about enterprise accounts trying to leverage the now canned Business Edition. To combat this Microsoft placed limitations on the Business Edition (number of custom entities, workflows, etc.) With Tenerife when a customer needs more features they will simply pay for what they need. Many think this is what the Dynamics 365 model should have been from the get-go, we could have avoided all the confusion in the market about Enterprise vs. Business Edition.

The forthcoming marketing app. will follow this same path.

Tenerife will be the platform for app development for Navision (NAV). All existing ISV solutions for NAV will need to be ported over to this new platform. NAV will also be discontinued in favor of Tenerife and will be white labeled by partners.

The Common Data Service will be backbone that ties all apps together. Think SalesForce.com’s Force.com but with in-built ERP functionality.

For now the good news is the SMB Promo pricing for Sales and Sales/Service will remain, at least until Spring 2018 so if you are interested in getting the full Dynamics 365 solution at a great price contact us. More information visit our website www.stravatechgroup.com

More information is expected today and we will post a follow up blog. In the meantime think about an island in Spain off West Africa called Tenerife.

About the Author: David Buggy is a veteran of the CRM industry with 18 years of experience helping businesses transform by leveraging Customer Relationship Management technology. He has over 14 years experience with Microsoft CRM and has helped hundreds of businesses plan, implement and support CRM initiatives. David spent 20 years as VP/Partner for a leading Microsoft CRM partner where he founded the Microsoft CRM practice. In 2017 he founded Strava Technology Group, a firm that is focused on helping businesses achieve success with Microsoft CRM and Dynamics 365.

Are your Sales Reps Behaving?

Are your sales reps behaving? I have been doing a lot of research recently for a client that wants to build best practice behavior into their sales team and manage it with Dynamics 365. I have read research from all the top sales benchmark and behavioral analysis firms. In compiling this information I have found significant commonality across the research reports and thought I would compile the information and share it.

Sales has changed significantly over the last decade but sales rep. behavior has not kept pace in many cases.

The Internet, ecommerce and social networking are just a few of the major drivers that have changhed sales. Today a buyer is most often more than 60% through their buying journey before contacting a supplier.

The reality is that buyers now dictate the sales process. In recent studies several key buyer behaviors were discovered:

  • Buyers use the Internet, particularly search engines when they want to learn more about a business product or service
  • When asked what type of content they want when interested in a business product or service – “Product/service information”, “Ratings & Reviews” and “Peer Experiences/Case Studies” were the top responses
  • What do buyers want to discuss on a first sales call? The top responses were “pricing”, “how the product/service works”, “discuss our needs” and “how similar businesses have used the product/service”.
  • What sales reps plan to cover on a first sales call – “Timeline for a purchase”, “who will authorize the purchase” and “pricing” were the top responses. Clearly there is mis-alignment between buyers and sellers.
  • Finally the survey participants were asked what can sales reps do to improve – “Listen to my needs”, “is not too pushy” and “provides relevant information” were the top responses.

In other studies on sales rep behavior there were several key findings. Top performing sales professionals have several behaviors in common:

Effective “territory” management – Top performers are very good at managing their “territory” – they understand it well, they understand the numbers they have to hit and have a plan on how to be successful.

Building pipeline – Top performers are building pipeline every day

Good at networking – The top performing sales reps are very good at networking but not the “networking” you may be thinking of. They are well networked within their own organization, they build relationships with with internal support staff and with external vendors and partners.

Learn more by getting a free copy of the Infographic – Top Behavior of High Performing Sales Reps. 

FREE Webinar – Microsoft Dynamics 365 July 2017 Update – What’s New

Microsoft Dynamics 365 PartnerThere is exciting new functionality ready to be rolled out to Dynamics 365 customers. Join us on Tuesday September 26th at 1pm EST for a free webinar where we will demonstrate the new features being rolled out.

Top new features include:

  • Unified User Interface
  • Virtual Entities
  • Customer Insights experience
  • Mobile Improvements
  • Business Edition
  • LinkedIn Integration – Relationship Sales

See our blog on the July Update for more information

Join us on Tuesday September 26th at 1pm for a firsthand look at the new features and functionality being released in the July update. Hope you can join us! CLICK HERE to reserve your seat (space is limited and advanced registration required).

Microsoft vs. Salesforce – There is a new leader

A new leader has been named for 2017

In the Microsoft vs Salesforce war, there is a new leader. I have been in the Microsoft Dynamics CRM/365 space for over 14 years. Ever since I can remember Salesforce led most analysts’ reports on CRM/Sales Force Automation. There are a few key reasons why:

  1. Salesforce.com was launched in 1999, Microsoft released Dynamics CRM in 2003. This allowed Salesforce.com to build market share and product maturity which Microsoft has struggled with ever since.
  2. Early versions of Microsoft CRM were clunky, difficult to use and lacked key functionality. The user interface was challenging in versions 1.2, 3, 4 and 2011, it was finally overhauled in version 2013.
  3. Salesforce built Force.com, a platform as a service that allows developers to develop add-on applications that integrate with Salesforce.com. In 2013 Force.com had 1.4 million registered developers and a full library of add-on solutions. Microsoft has struggled to compete with Force.com.
  4. Salesforce launched AppExchange in 2005 which is an application marketplace for 3rd-party applications that run on the Force.com platform. AppExchange has over 3000 applications and has had over 2.8 million installations of apps.
  5. Market Share – Salesforce.com has been the clear leader in market share (somewhere around 45% vs Microsoft’s 10% (Source: 2016 CRM Market Share report by CRMsearch).

About a year ago I mistakenly ended up sitting in the private analyst seating area at a very large Microsoft conference. I heard some talk about “leap frogging” and had a conversation with two industry analysts. They predicted that Microsoft would leapfrog Salesforce.com within a year. They felt that the pace of innovation on the Dynamics 365 platform and Microsoft’s faster machine learning and artificial intelligence go-to-market would propel them to the lead spot. They were spot on as Forrester names Microsoft the leader in Sales Force Automation (July 2017).

First let’s cover why Forrester awarded Microsoft the top spot then we will cover a much more “street-level” view of why Microsoft is propelling in the market.

Forrester gave Microsoft Dynamics 365 the highest score in “current offering” combines with the highest possible score in “product vision”. Forrester notes in their report “Microsoft is building out its intelligent offerings and unifying its SFA solution with its larger portfolio”. They go on to mention that the transition to Dynamics 365 (from Dynamics CRM) in 2016 brought a heightened focus on seller productivity and deep integrations into Office 365 and Outlook. Forrester also noted that Microsoft has delivered very strong analytics capabilities, machine learning and artificial intelligence offerings.

Let’s now look at it from more of a “street- level”. Many times analysts look at the market from an Enterprise perspective. What’s important to very large organizations can be markedly different from the SMB perspective. In Forrester’s case they hit the bullseye citing innovation that is applicable to both Enterprise and SMB.

The CRM space has changed significantly over the years. When I began offering CRM related products and solutions it was all about sales force automation, having a sales based system for managing prospect/customer information and tracking activity. Around 1995 CRM became the buzzword. In the late 1990’s Mobile & Software as a Service (Cloud) was popular then came social selling. The current trend and focus is on machine learning (ML) and artificial intelligence (AI). To take that one step further the future is smart business applications and leveraging ML and AI to increase user productivity and efficiency. Until the last few years there was still a large element of management reporting in CRM initiatives. Sales people used CRM in a lot of cases because they had to not because it was necessarily helping them do their jobs better. This is changing as CRM becomes a valuable tool for users to gain actionable and automated intelligence making salespeople more successful every day.

Let’s look at a few key real-world use cases that illustrate this change in purpose for CRM technology:

  1. Leveraging data – With the change in marketing effectiveness from “outbound marketing” to “inbound marketing” there is a need to improve the use of data (see our video on inbound marketing vs outbound) For example rather than sending mailers or cold-calling a list (outbound marketing) companies are finding much more success in social selling (LinkedIn, blogs etc.). We have also found a lot of success harvesting data from visits to company websites (See our video How to turn website visitors into customers)
  2. Help Sales by providing actionable intelligence – With Machine Learning built into Dynamics 365 we are able to analyze large amounts of data and learn from it. For example, we can take several years of sales history from a customer’s accounting/ERP system and analyze it – learning things like seasonality, sales history by industry/customer segment, average spend etc. With this intelligence we can drive actionable activity to the sales team to pursue opportunity that would likely otherwise not have been discovered.
  3. Social – This is not a new trend but the gamechanger is Microsoft’s acquisition of LinkedIn. Imagine what Microsoft can do by marrying Dynamics 365 and LinkedIn, endless possibilities. Imagine being alerted when a key prospect posts on LinkedIn and being able to reach out to them from within Dynamics 365.
  4. In-Depth Built-in Functionality – I wrote a separate blog titled The days of expensive, complex CRM implementations are coming to an end In that article I point out the correlation between the increase of built-in functionality and the reduction in cost to implement Dynamics 365.
  5. Integrated Systems – The average small business uses 11 or more software systems making it very challenging to manage end-to-end business processes, analyze data and perform effective marketing. Dynamics 365 is integrated with Office 365. It offers a Financials app and for larger businesses a full ERP system and enables other systems to be seamlessly integrated reducing the amount of disconnected systems.

In the Microsoft vs. Salesforce competition Microsoft is winning on several fronts – artificial intelligence, machine learning, driving behavior to users and social with the integration of LinkedIn.

Want to see for yourself why Microsoft has taken the lead? Schedule a FREE demonstration of Dynamics 365.

Activity Scoring for Microsoft Dynamics CRM/365

Want to increase user adoption related to activity management in Microsoft Dynamics CRM/365? We have a great, simple solution – Activity Scoring.

We can configure your Microsoft CRM system’s activity types and apply scores to each type. Higher value activities can be assigned higher scores.

Activity

As users complete activities the system is calculating their total activity score. The goal management module can be used to set goals for users/teams on the desired scope to achieve in a given period.

dashboard

Dashboards are created to show users & management users activity scores.

report

Reports display user activity counts and total scores for the period specified. This can easily be used to run contests for high scorers.

Activity scoring is a great way to increase user adoption and drive behavior. If you would like this for your Microsoft Dynamics CRM/365 system please Contact Us

Microsoft Dynamics 365/CRM July 2017 Update

There is an update forthcoming to the Dynamics 365/CRM platform in July. So what’s new?

Register for a FREE Webinar – See the new features & functionality in the July 2017 update to Dynamics 365
Tuesday September 5th at 1pm. Advanced registration required.

Unified User Interface – Microsoft is releasing user interface improvements designed to unify and improve the interface. Improvements include a new activity timeline for mobile with inline actions and new custom controls and expanded offline mobile capabilities, including for the micro apps that administrators can build for specific roles. Additional updates include new theming options, improved mobile layout support, and an updated look and feel that further updates the user interface to look more current.

d365-crm-interface-july2017

Virtual Entities – Virtual Entities, will allow integrated data residing in outside systems to be integrated into the interface via web services. In other “platform” news, Microsoft Flow will be exposed within Dynamics 365 so flows can be created and executed without switching applications.

Customer Insights experience – will bring together BI, enterprise data, analytics, BI, machine learning and more,  and will offer capabilities like high volume segmentation, predictive lead scoring, and machine learning extensions.

Microsoft appears to remain committed to rolling out new capabilities in areas like bots, integrated services, and field service-related IoT, details to follow.

activity timeline

Activity timeline shows posts, activities and notes in a single stream with inline actions.

mobilecontrols

New mobile controls will be released allowing more control over the mobile experience.

app modules

Micro apps and control available for the mobile app.

extensible.jpg

New platform features include virtual entities, flow integration, activity logging and more

business edition

Finally more info on the Business Edition! A “Getting Started” experience will guide the initial setup.

linkedin

More info on the LinkedIn integration – Sync Dynamics 365 data as leads in Sales Navigator, receive insights in Sales Navigator based on Dynamics 365 leads. Activity integration will provide holistic engagement history.

Are you missing the boat on all this innovation because you an in an on-premise model and on an older version? We can help plan and execute your upgrade to either a current version of Dynamics 365 on premise or migrate you to Dynamics 365 online.

 

Want to see how Dynamics 365 could transform your business? Schedule your free demonstration or simply call us anytime 844.8.STRAVA (844.878.7282).

Part 2 – User Adoption with Microsoft CRM/Dynamics 365. Do you have it?

In the last post I examined the main reasons for CRM project failure. In this and future posts in this series, I will dissect each of the reasons and offer guidance on how to avoid these pitfalls and/or how to recover from them.

The topic for this post will be – Lack of Proper Requirements Analysis Before Implementing. This is a significant cause of user adoption challenges or problems and ultimate failure. I have seen many companies select a CRM system based on a demo versus the project’s actualrequirements. One challenge in a lot of businesses is that they don’t have formal processes which makes defining requirements much harder. If you don’t have at least high level business processes defined, I recommend that you add business process planning at the forefront of the CRM planning.

The first step every business that is considering investing in CRM technology should perform is requirements analysis.

At Sträva we typically will not engage with a client for a new implementation of Microsoft Dynamics CRM/365 without a requirements analysis and project planning phase. This approach is used no matter the size of the project or the client. We offer the requirements/planning phase separately and independent from a full implementation allowing a business to engage for only that phase of the project before committing to a full implementation. This approach allows us and our client to fully understand the project (and budget) before engaging for an implementation. It also allows our client to get to know us and experience the value we bring to the table prior to committing to a longer term project and relationship.

We recommend that our clients form a project team for the CRM initiative. This team should consist of:

  • Project Manager – The client-side person who will manage the project
  • Executive Sponsor(s) – It is critical to have executive engagement and support in the project
  • Business Sponsor(s) – These are typically managers/leaders that will be more involved in the project than the executive(s)
  • End Users – Developing a CRM project in a vacuum almost guarantees user adoption issues. You need the input of the people who will be using the tool every day to make sure it will provide value.

The first step in requirements analysis is to define the overall goals andobjectives for the project. This should start at the top with the executive level. The executive team has a good understanding of the current challenges and future direction of the company. When we interview executives regarding goals andobjectives, we ask a series of questions that guide the executives through the process of articulating the outcomes they are looking for from the CRM initiative. Examples of executive level questions:

  • What are the top challenges your business is facing today?
  • How will your business and industry change over the next few years?
  • How do you envision CRM technology providing value to you personally?
  • How do you measure and manage the goals you set for your management team?
  • Do you receive an accurate sales forecast on a regular basis?
    • If not, what would be the benefit of receiving an accurate forecast?
    • If you do receive forecasts, how accurate would you say they are?

The list of questions we go through with executives is extensive and tailored to each client and the market they serve.

A proper requirements analysis phase should cover a lot of bases. Missing any one of these could put the project in jeopardy and lead to user adoption issues. Below is a partial list of the topics we cover when performing requirements analysis:

  • A thorough analysis of the clients’ goals & objectives for each functional area of the business
  • Discuss and plan project phases
  • Review current state business processes and tools used
  • Review IT & systems requirements for Dynamics 365
  • Review workflow requirements
  • Configuration requirements to meet desired future state business processes
  • Review current tools/systems used that will be replaced by Dynamics 365. Gap analysis needs to be performed to make sure each use of the current systems are accounted for in Dynamics 365.
  • Plan data migrations and/or conversions from current systems.
  • Establish migration plans for users from current CRM and other system(s) to Dynamics 365
  • Review integration requirements between current systems & Dynamics 365
  • Review of available needed Dynamics 365 add-on tools
  • Management analysis, reporting and dash boarding requirements
  • Discuss project timeline
  • Define roles & responsibilities
  • Plan training requirements – end user, power user & administrator
  • Plan user acceptance TestingPlan successful conference eoom pilot(s)
  • Plan go live and ongoing support
  • Discuss collaborative project responsibilities, benchmarks and measurements
  • Establish executive enforcement and end-user adoption plans
  • Discuss success criteria

Again this is a partial list topics and each is expanded upon to cover all the sub-topics necessary. From the above information an overall project plan is createdby our CRM team . The project plan contains a system design specification outlining how the system will be configured/customized to support the requirements. The plan also includes roles/responsibilities, timelines, project phases, budget etc. The project plan is the blueprint and road-map for the project and absolutely critical for success. If you are suffering from user adoption issues or a project that is not meeting expectations, I bet the root causes can be traced back to not properly defining one or more of the above areas of requirements.

If you have Dynamics CRM/365 implemented and are experiencing problems, we can help. We work with companies to “rescue” their implementation by diagnosing the current state of the project and creating a road-map to success. If you are planning on implementing Dynamics 365, we can help with proper requirements analysis & planning, implementation, configuration, customization and ongoing support.

To prevent user adoption issues going forward, we offer Total Solution Management for Microsoft Dynamics CRM/365. For a fixed predictable monthly cost, we become your CRM team. Total Solution Management includes four pillars of ongoing services that increases user adoption and keeps your system healthy and evolving with your business.

At Sträva we have one mission – to help business achieve true success with CRM. We are happy to discuss your project and how we can help you achieve success. Give us a call at 844.8.STRAVA (844.878.7282) or email [email protected]

About the Author: David Buggy is a veteran of the CRM industry with 18 years of experience helping businesses transform by leveraging Customer Relationship Management technology. He has over 14 years experience with Microsoft CRM and has helped hundreds of businesses plan, implement and support CRM initiatives. David is the President and Founder of Strava Technology Group, a firm that is 100% focused on helping businesses achieve success with CRM. To reach David directly visit our web site.

 

 

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