The 7 Steps to a Successful Dynamics 365 Implementation

Deploying CRM in the New Era of Connected Customers

All IT projects need a valid business case, executive sponsorship, and clear objectives. But, when deploying a next-generation CRM system, there are a number of other key steps that, if not met, can easily derail projects. In this briefing we outline what those steps are and, based on our extensive experience, the requirements for a successful next-generation CRM deployment.
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  • 7. Vigorously Manage Benefits Realization
  • 2. Understand the Art of the Possible
  • 6. Actively Manage Change
  • 5. Build Agility
  • 4. Develop a Single View of the Customer
  • 1. Strategy First
  • 3. Create a Prioritized Roadmap