Rescuing a Failing Microsoft Dynamics 365/CRM Project

Avoiding common pitfalls

Lack of research

Microsoft Dynamics CRM configuration

Too many complexities

If you’ve ever started a large project, you know how hard it is to get it off the ground. Prioritize your most immediate requirements and determine what level of investment is available to achieve your expectations. Also, consider rolling out a new solution to one or two teams on a smaller scale before going all-in.

Lack of executive support

Both management teams and business owners have the most to benefit from CRM success via better process efficiencies, reporting, and increased customer retention. Consequently, they should be noticeably on-board and responsible while making a case for CRM investment.

CRM projects run by IT

When it comes to CRM, leadership teams should be the main stakeholders. CRM is driven by improving customer service, sales, and marketing processes. All service, sales, and marketing leaders have the most to gain from these improvements and should be included as the primary stakeholders responsible for steering these projects.

Integration failure

An integrated Customer Relationship Management (CRM) system provides a single location to activate connected processes across multiple channels, which often span email marketing, finance, and websites.

Microsoft dynamics implementation

Insufficient testing

You’re ready to launch, but make sure that the new system is usable before you do. Once you have a working system, begin a beta test with users — not just IT team members — before they ‘go live. That way, if screens aren’t transparent, if required data input fields are missing, or process flows aren’t consistent with their methodology — they can tell you early on what needs to be looked at again to make the system usable for them.

Poor data quality

The quality of the data in your CRM system is questionable? Implementing a new technology won’t change anything. An essential step before any data migration is to clean up the old data thoroughly.

Summing up

Professional Microsoft Dynamics consultants possess the right experience and knowledge that helps you quickly rescue a failing Microsoft Dynamics 365 or CRM project and put them on the path to success. They allow you to get the best business solutions through a safe and hassle-free Microsoft Dynamics 365 implementation and Microsoft Dynamics CRM configuration service.

--

--

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store
Anemarie

Anemarie

44 Followers

Passionate creative strategist for businesses, content writer, and marketing expert having a writing passion for trends and updates of new technologies.