Who should take ownership?
December 18, 2008 by JFerguson · Leave a Comment
One of the things we constantly face as CRM consultants, is the challenge of getting ownership from the client side - they may have dedicated project managers, but what about once the project finishes?
Umar Khan a Microsoft CRM MVP has written an excellent article about this very issue:
It is always a tricky responsibility, who should take the ownership of not only the successful implementation of Microsoft Dynamics CRM but also making sure that its internal users are using CRM in a way which can ultimately help in achieving the expected goals of CRM strategy.
Just installing and configuring a fine CRM software is not enough. Providing CRM training is also not the last step. It is most important that employees of the company are ready to use CRM even if they are reluctant. People are often reluctant to accept change. But by providing concrete examples of how this product can be used to improve an employee’s performance, the best of your staff will quickly gravitate towards using the new solution set.
’til next time.
Microsoft CRM 5.0 - What’s planned?
November 12, 2008 by JFerguson · Leave a Comment
CRM 4.0 has only been with us for less than a year, but already Microsoft Dynamics CRM 5.0 is being discussed, and the new features being discussed and worked on by the Microsoft CRM development team.
Of course, this is very early in the development cycle, and not all will be released … but at least gives us a nice taste for what is planned!
Microsoft Dynamics CRM UK Blog has a lot of information, which is summarised below:
Ribbon Navigation
Taken from Office 2007 (love it or hate it!) the implementation of the ribbon navigation system is slated for CRM 5.0 to make it easier for users to pick up and find key areas - and this will be completely customisable.
Data Filtering
Navigate to the “DataView”, click the “Filter” command, and perform in-line filtering.
Team Ownership -
Team Owned entities are added in CRM5, which allows for major security benefit
Native SharePoint Integration -
Full, out-of-the-box integration with Windows SharePoint Services for document management
In-line Visualizations -
CRM5 allows you to visualize numeric data using in-line charts. This is not SQL Server Reporting Services currently.
There are many more administration and development features available to read at Microsoft Dynamics CRM UK Blog.
We’ll keep you up-to-date as more information appears publicly available!
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