Microsoft Dynamics CRM Checklist
Pre-implementation Checklist for Microsoft Dynamics CRM
- Clearly define the goals and objectives of the Microsoft Dynamics CRM implementation.
- Determine the specific scope of the project, including the modules and functionalities to be included.
- Ensure alignment with overall business objectives.
- Identify the individuals and departments that will be impacted by the CRM implementation.
- Formulate a project team consisting of representatives from different functional areas.
- Ensure that key stakeholders are involved in decision-making processes.
- Estimate the financial resources required for the implementation, including software licenses, hardware, and professional services.
- Allocate resources, both human and financial, based on the project scope and objectives.
- Consider any ongoing maintenance and support costs.
- Assess the existing hardware, software, and network infrastructure.
- Identify any potential compatibility issues or performance bottlenecks.
- Consider the scalability and future growth requirements of the CRM system.
- Identify the specific functionalities and features required to meet the business needs.
- Consider the different modules of Microsoft Dynamics CRM, such as sales, marketing, and customer service.
- Document the desired workflows, automation, and reporting requirements.
- Assess the compatibility of Microsoft Dynamics CRM with other existing systems and applications.
- Consider integration points with ERP systems, email servers, and document management systems.
- Identify any potential data synchronization or data exchange requirements.
- Determine if any customizations or modifications are necessary to meet specific business requirements.
- Evaluate the need for third-party integrations or extensions to enhance the functionality of Microsoft Dynamics CRM.
- Consider the availability of relevant APIs and development resources.
- Analyze the existing data sources and define the data migration strategy.
- Determine the data cleansing and data transformation requirements.
- Consider the need for data mapping, data validation, and data migration tools.
- Identify the number of user licenses needed for Microsoft Dynamics CRM.
- Define the user roles and security profiles based on the organization's requirements.
- Consider any external user access requirements, such as partner or customer portals.
- Establish a project timeline with specific milestones and deliverables.
- Break down the implementation into phases or sprints, if applicable.
- Consider dependencies and resource availability when setting the timeline.
Use in Manifestly