Don’t Underestimate the Impact of Implementing Microsoft Dynamics CRM 2011

If you compare Microsoft Dynamics CRM 2011 with older versions of the product, you have undoubtedly noticed progress and growth.  And even with the changes, a basic implementation can still be done with some ‘simple' clicks, and you can modify screens, behavior and other configuration points to meet your basic requirements without too much trouble.

But the real strength of the Dynamics CRM 2011 - its flexibility and quick starting point - can also cause implementation problems if customers and their partners do not plan ahead or the typical challenges on both the technical and organizational sides.

The growth of ‘xRM' solutions, which make better use of the platform's ability to extend to meet your needs, represents an evolution for Dynamics CRM that has made it possible to build richer, more relevant applications.  But as I describe below, it also means you have to take into account that your team will need to invest in a variety of new skills from technical to IT administration to project management in order to prepare for the changes the software will bring.

End-user

Dynamics CRM 2011 offers end users more and more functi onality like improved business intelligence capabilities that let users create their own reports, charts and custom excel spreadsheets. Users will also enjoy better integration with Outlook and SharePoint.

But with more capabilities come more responsibilities for the user. For example,the latest version makes document management easier but it also requires users to adapt to new ways of handling of their Word documents, spreadsheets and presentations.

Development

Developers need to get used to new requirements and new techniques, some good and some bad. The new version can give them the opportunity to (...