Our Key to Providing Successful Dynamics CRM Implementations

Ryan Plourde
| 9/1/2016

At Crowe, delivering Microsoft Dynamics® CRM solutions is what we do. And we are constantly striving to do it better.

Improving our processes benefits not only our business, but also our customers’ businesses. 

We focus on finding ways to improve how we deliver our customers’ CRM projects to them. 

Begin by using the Crowe Project Management, to manage every one of our customers’ Dynamics CRM implementation projects. We have a master template that has been developed, based on our years of experience delivering CRM projects, to identify overall implementation best practices and then for each new project, we customize the template to reflect that particular client’s needs.

Each quarter we conduct an in depth review of our master Dynamics CRM project template looking for areas in which to improve operational efficiency.

Our master template is our key to managing projects successfully.

For instance, we had one client whose IT infrastructure failed to meet the basic requirements necessary for a Dynamics CRM solution. Unfortunately, we were well along in the project before this limitation was identified. You can imagine how disconcerting it was to have to confront the customer with this information and let them know that they would have to purchase additional software and upgrade their infrastructure before we could even begin to do our part.

We were determined not to let this happen again, so we included the task: “Validate customer’s IT infrastructure” at the beginning of our CRM project template. Then we made a checklist including the following items:

Verify version of the operating system client is using.

  • Verify who is installing the SQL server database
  • Confirm a system audit has been performed.
  • Confirm current database size

The project manager can now tick off items on that checklist and confirm that each has been completed. There is a Notes section where additional information can be added. After all the checkpoints have been confirmed as completed, only then will we move on to the next task. Then a report can be run that shows all the project's tasks and includes the notes about each checklist item, thus keeping everyone concerned up to date and on track.

Our template provides us with detailed procedures that ensure consistency in all of our CRM implementation projects.

This is just one example of our approach to Microsoft Dynamics CRM implementation projects and to our business in general. We are committed to constantly improving our processes and our customer satisfaction.