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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  • 1. Strategy First
  • 2. Understand the Art of the Possible
  • 3. Create a Prioritized Roadmap
  • 4. Develop a Single View of the Customer
  • 5. Build Agility
  • 6. Actively Manage Change
  • 7. Vigorously Manage Benefits Realization
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