If you’ve been tasked with implementing Microsoft Dynamics CRM, you may be wondering where to start. Here are 10 ideas to get you going in the right direction.
- Align yourself with a Partner
The primary role of a Microsoft partner is to provide professional services for the implementation of Microsoft Dynamics CRM—from gathering business requirements to designing a system to support your unique business processes.Having implemented Microsoft Dynamics CRM for hundreds of companies, this is our area of expertise at PowerObjects.
However, even if your organization is not interested using a partner to guide you along as you implement CRM, there are still several benefits to aligning yourself with PowerObjects:
- PowerObjects will send you a FREE BOOK on questions to ask when implementing Microsoft Dynamics CRM.
- Information on the latest technology and events related to Microsoft CRM will be pushed to you in our newsletter.
- PowerObjects provides a How-To Portal can provide you videos and resources for learning CRM.
- PowerObjects provides a subscription based service called PowerSuccess where you have access to assistance.
- You may decide to use the PowerObjects Help Desk if you run into a snag!
- Download standard documentation
All the documentation for Microsoft Dynamics CRM is publicly available for download.
- Microsoft Dynamics CRM 2011 User’s Guide
- Microsoft Dynamics CRM Implementation Guide
- Software Development Kit (SDK)
Click here for a list of other resources available.
- Attend a training
In-person training is always the best way to learn Microsoft Dynamics CRM because it provides that hands-on experience. If you can attend a boot camp designed to give you a comprehensive overview of MSCRM before you get started—all the better! In addition, you might consider having PowerObjects provide you with personalized training on a specific area of focus or with your business requirements in mind. Contact us or fill out this form to request more information.
- Join CustomerSource
CustomerSource provides access to eLearning for customers, and it is also the place where you can open a support request with Microsoft should you have a problem.
- Watch Videos
The focus behind the How-To Portal is to provide videos and step-by-step guides on how to implement Microsoft Dynamics CRM on you own.In addition, Microsoft provides a centralized list of all the videos available to watch and distribute to users.
- Read Blogs
There are several good blogs you can follow to get up-to-date information on Microsoft Dynamics CRM—to get started, try these
- Microsoft Dynamics CRM Team Blog
- PowerObjects Blog
- Tidbits on Microsoft Dynamics CRM
- Leon’s Musings
- Mitch Milan’s Dynamics CRM and XRM Discussions
- Participate in the Online Community
Many people are willing to answer your questions for free in The Forums at Dynamics Communities.You might even see a PowerObjects person out there from time to time!This is a great resource for technical questions and issues, but others will have difficulty working with you on your business process specific questions, as that often requires a bigger conversation.
- Purchase Books
You can get CRM books in print, as well as on your electronic reader of choice. Some of the top books include:
- PowerObjects FREE BOOK on implementing Microsoft Dynamics CRM
- Microsoft Dynamics CRM Online 2011 Quick Reference by Edward Kachinske, Timothy Kachinske and Adam Kachinske (May 11, 2011)
- Sams Teach Yourself Microsoft Dynamics CRM 2011 in 24 Hours (Sams Teach Yourself — Hours) by Anne A. Stanton (Jan 30, 2012)
- Microsoft Dynamics CRM 2011 Step by Step (Step by Step (Microsoft)) by Mike Snyder, Jim Steger and Brendan Landers (Feb 11, 2011)
- Join CRMUG
The CRM User Group (CRMUG) is the best way to connect other Microsoft Dynamics CRM users like you.For a modest annual membership, they provide an online community, resources, live training, recorded training, and in-person events.Find out more here!
- Attend Convergence
Convergence is Microsoft’s annual conference centered on Microsoft Dynamics. It’s a huge educational opportunity for organizations wanting to implement Microsoft Dynamics CRM, as there are sessions geared towards people of all levels and multiple industries. You’ll find hands-on labs, an expo full of value-add products and services, as well as opportunities for socializing and networking with other organizations like yours. See a recap of Convergence 2012!