Sure Step Methodology for Dynamics CRM - Locus IT Services

Sure Step Methodology for Dynamics CRM

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Sure Step Methodology for Dynamics CRM

To start implementing Microsoft Dynamics CRM Sure Step, the company and business profile must be determined including the project name, project type and number of users.

Sure Step methodology is basically an effective tool proposed by Microsoft for successful implementation of Microsoft Dynamics products, like- MS Dynamics NAV, MS Dynamics AX, MS Dynamics GP, MS Dynamics SL and MS Dynamics CRM.

Sure Step methodology is a fast, easy, effective and the best way to implement the Dynamics CRM. MS Dynamics CRM is a customer relationship product and is one of the best products available in the market to enhance the productivity of sales, marketing and service department of the company.

Using MS Sure Step Methodology, an organization can implement the Microsoft Dynamics CRM (Customer Relationship Management) effectively, because it provides the implementation templates and other documents as per the nature of the company. On the basis of the provided information, Dynamics CRM Sure Step Methodology recommends an implementation strategy. The behavior or the mode of Dynamics CRM Sure Step implementation can be of four types:

  • Rapid Implementation
  • Agile Implementation
  • Enterprise Implementation
  • Moderate Implementation

After selecting the implementation mode, Dynamics Sure Step Methodology offers various templates and the documents to carry out the implementation. The templates or the documents are categorized into six categories, which are also known as the different steps of the Sure Step Methodology.

  • Diagnostic
  • Analysis
  • Design
  • Development
  • Deployment
  • Operation

While selecting the template, the implementer must make sure that the same can fulfill the requirement of the industry in the best and most effective manner.

Dynamics CRM Sure Step Benefits

  • Sure Step effectively helps to customize the implementation process in accordance with the nature of the business and the project and accordingly offers relevant templates
  • Sure Step covers all the aspects of the project properly and ensures that crucial information gets recorded to fulfill the purpose of the project.

Dynamics CRM implemented through the Sure Step Methodology positively affects the sales, marketing and service department of the company as it then contains all the vital information required by these departments to work efficiently.

Dynamics Sure Step is a structured development methodology from Microsoft, which has evolved through real life experience. It is an established methodology for implementing the MS Dynamics CRM (Customer Relationship Management) and it aims to reduce deployment time, cost, risk, and to accelerate client return on investment.

This is achieved through:

  • Focusing on the client needs from the very first conversation
  • Using established, processes, assets, tools, and checklists that are specific to MS Dynamics CRM
  • Ensuring effective project communication, collaboration, and understanding of:
    -scope, requirements, roles, responsibilities, milestones, and goals
  • Resolution of the project challenges, and finding solutions from lessons learnt
  • Targeting the user adoption and appreciation of change management issues
  • Predictability and management of deployment

MS Dynamics Sure Step is a repeatable and a scalable methodology that covers all the phases of a project, from the Sales phase (Diagnostic) right through to Operational use.

We assessed Microsoft Dynamics Sure Step thoroughly prior to embracing this framework to assure ourselves of its value prior to gaining formal Dynamics Sure Step Accreditation. Dynamics Sure Step is a comprehensive implementation methodology and we found it mirrored in many aspects of what we already do. Locus IT aims for continuously providing customer excellence with high standards and value.

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