MS Dynamics CRM Implementation Scenarios
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The document outlines different implementation scenarios for Microsoft Dynamics CRM using the Sure Step Methodology: 1. Standard implementation projects involve a full diagnostic and implementation for organizations with typical requirements. 2. Analysis implementation projects include an in-depth diagnostic, gap analysis, and potential proposals for further analysis or implementation based on complex business needs. 3. Rapid implementation projects focus on a quick diagnostic and implementation leveraging out-of-the-box functionality for simpler modifications.
MS Dynamics CRM Implementation Scenarios
- 1. Sure Step Methodology Implementation scenarios for Microsoft Dynamics CRM
- 2. Agenda Overview of implementation scenarios Standard implementation project Analysis implementation project Rapid implementation project Optimization project Upgrade project
- 3. Overview Depending on the size of the organization, complexity of requirements or customizations, multiple locations, we can adopt one or more of the implementation project type given below. Implementation projects Standard implementation project Analysis implementation project Rapid implementation project Optimization project Upgrade project
- 4. Standard Implementation Diagnostic Full implementation
- 5. Analysis implementation Diagnostic Analysis Implementation Characteristics Highly complex business requirements Large enterprise level implementations In depth gap fit analysis Based on analysis, customer might end the project Multiple project proposals Proposal for Diagnostic phase Proposal for analysis phase
- 6. Rapid implementation Diagnostic Rapid implementation Simple modifications Out of the box functionality
- 7. Optimization & upgrade Only Analysis Standard implementation if complex
- 8. Complex rollout scenarios Phased implementation Template rollout Pilot rollout Does not support program level planning Multiple implementations at different sites Each is manged like a standalone project High level program management function
- 9. Phased implementation Implementing to multiple sites and divisions Head quarters Branches Implementing to multiple functional areas Sales, marketing, service Complex customizations and business process Implementing for different legal entities Operation of multiple subsidiaries Implementing for new acquired company
- 10. Template rollout Implementation template No go live/Go live Template rollout at various sites using rapid implementation When ? Head quarters and branches CRM to MS CRM Non CRM to MS CRM
- 11. Pilot rollout Pilot location Define a implementation template during the operations phase Rollout at other branches with rapid implementation
- 12. Best practices Rapid implementation projects Scope statements Set expectations Phased implementations Mid project upgrades New releases of MSCRM Cost of interim integrations Pilot rollout implementations Timeline Customize sure step to include tasks,templates etc