Top tips for Dynamics CRM 2013 project success from leading UK partner The CRM Business. http://www.thecrmbusiness.com

1. CRM 2013: Top Tips for Success

2. #1: User Adoption is Vital
Involve key staff early in the project, and
ensure their data and reporting needs are met

3. #2: Provide Adequate Training
Confidence using system encourages adoption

4. #3: Check Device Compatibility
CRM 2013 Apps are available for Windows 8
tablet, iPad, Windows Phone, Android and
iPhone devices, as well as Outlook integration
and cross-browser access.

5. #4: Consider Integration with
Existing Systems
A Single Customer View across departments is
an invaluable business resource.

6. #5: Conduct User Acceptance
Testing
Ensure that any issues raised are properly
addressed

7. #6: Configure Dashboards and
Custom Views
Provide everyone with easy access to the
information they need to work effectively

8. #7: Lead from the Front
Employees will be more likely to use the system
if they see senior management using it
themselves

9. #8: Configure Business Process
Flows
Give employees confidence that they are
following procedures correctly by guiding them
through step-by-step

10. #9: Conduct Regular Reviews
Your business is constantly evolving, so
system tweaks and changes will need to be
made to support this.

11. #10: Consider a Partner
A Microsoft partner with the Customer
Relationship Management competency can
provide support, training and advice as well as
helping to configure the system to match your
needs and processes.

12. Thank You
www.thecrmbusiness.com