Like most software, working with Microsoft Dynamics CRM also has its pitfalls. If it is not implemented properly, you will encounter issues as well. The Microsoft Dynamics CRM has tight testing and compliance checks making it susceptible to errors as less as possible. But errors are unavoidable. If the implementation is done properly, then you can reduce the risks associated with it. Here are 10 tips on managing Microsoft Dynamics CRM projects:
#1 Have clear goals:
Before you work on a project, it is important that you have clear goals. Having clear objectives will help you understand the route that you want to take, use the available resources effectively, manage your time properly and so on. If there is no clarity, it can result in a lot of confusion that will be horrible during the implementation of the project.
#2 Train your staff on software:
Your technology experts might be good at coding, but might not necessarily be adept at working with certain software. It is your duty to ensure that they go through the necessary training to equip themselves with the right knowledge. You need to have at least a few people in the team who can completely handle any exigencies with regards to the software.
#3 Transparency:
In projects such as this, communication is necessary. It is imperative that all the stakeholders are communicated about the details of the project, not only the outline but also the direction it is taking. All the decisions should be taken after thorough discussions with each of the stakeholders.
#4 Manage project costs:
When there are different projects worked on by employees from different countries around the world, inputting the right costs becomes a problem. There are different currencies as well which complicates the problem even more. Microsoft Dynamics CRM helps you keep track of how much each resource costs and also ensures that revenue, costing and profit are tallied properly.
#5 Have a marketing process in place:
Where do you plan to get your leads from? Is there access to a database of prospects? How do you propose to move ahead with the leads that you have? What are the different channels through which you aim to get leads? The answers to all these questions will help you use the CRM system properly.
#6 Proposes resources:
Another advantage of using Microsoft Dynamics CRM is that once you put in your requirements for a task, it even proposes potential candidates who can do the job. It is such a time and resource saver especially if a company has hundreds of employees as it will take hundreds of man-hours to sort through the data. It will show a list of potential candidates including the amount of time they can commit.
#7 Organize everything:
With Microsoft Dynamics CRM, you can manage the entire operations of your business. From time management, talent resource management, budget management, resource allocation, and so on. It doesn’t allow unorganized data to cause trouble.
#8 One-stop shop:
Microsoft Dynamics CRM can act as that single software that does all the work for you. You don’t have to buy different suites of software for your needs. It is not only cost-effective, but it also lets you save a lot of time as the learning curve is not steep.
#9 Use it to increase efficiency:
The Dynamics ERP and CRM is an integrated cloud mechanism that can inculcate a sense of efficiency into anything you do by providing you with data that works. You can include everything like data migration, processes, roles separated by departments, workflows, etc.
#10 Options at hand:
There are many ways in which you can implement Dynamics CRM. It could be a one-time fee, subscription, employ manual or automatic updates. It depends on factors like your project requirement, budget, etc.
Conclusion: Don’t choose software that just does a mediocre job. Why would you choose any other CRM to streamline your business if you can get Microsoft Dynamics CRM for your business? Use a tool like this that keeps your employees happy, increases your revenue and keeps your business highly organized. If you are looking for Dynamics 365 Business Central Deployment Services in UAE & Middle East, then please do get in touch with DynExpress.