Save time, empower your teams and effectively upgrade your processes with access to this practical Microsoft Dynamics CRM Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Microsoft Dynamics CRM related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
The Toolkit contains the following practical and powerful enablers with new and updated Microsoft Dynamics CRM specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Microsoft Dynamics CRM Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…
- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
Then find your goals...
STEP 2: Set concrete goals, tasks, dates and numbers you can track
Featuring 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Microsoft Dynamics CRM improvements can be made.
Examples; 10 of the 993 standard requirements:
- What actions is your organization currently taking or planning to take to improve the use of data and analytics to support business decision making?
- Do you deliver a complete and consistent view of the customer to your employees at every point of contact with an easy-to-use interface?
- Do you provide customers with any auditing services to identify potential load curtailment or on-site generation opportunities?
- Do your customers typically have a revenue-grade interval meter installed prior to participating in a demand response program?
- What helps your organizations to maximise the value of every customer interaction and drive superior corporate performance?
- Which type of data message can include a Target property for use when the message is applied to a different entity type?
- What is necessary for a successful implementation, how does your organization benefit and how can ROI be measured?
- How do you allocate your time across customer interactions, sales-related activities, and organization management?
- What type of integrated information system has been implemented by your organization to link functional areas?
- How does your organizations revenue growth in the most recent fiscal year compare to your industrys average?
Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:
- The workbook is the latest in-depth complete edition of the Microsoft Dynamics CRM book in PDF containing 993 requirements, which criteria correspond to the criteria in...
Your Microsoft Dynamics CRM self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:
- The Self-Assessment Excel Dashboard; with the Microsoft Dynamics CRM Self-Assessment and Scorecard you will develop a clear picture of which Microsoft Dynamics CRM areas need attention, which requirements you should focus on and who will be responsible for them:
- Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
- Gives you a professional Dashboard to guide and perform a thorough Microsoft Dynamics CRM Self-Assessment
- Is secure: Ensures offline data protection of your Self-Assessment results
- Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:
STEP 3: Implement, Track, follow up and revise strategy
The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Microsoft Dynamics CRM projects with the 62 implementation resources:
- 62 step-by-step Microsoft Dynamics CRM Project Management Form Templates covering over 1500 Microsoft Dynamics CRM project requirements and success criteria:
Examples; 10 of the check box criteria:
- Project Scope Statement: If the scope changes, what will the impact be to your Microsoft Dynamics CRM project in terms of duration, cost, quality, or any other important areas of the Microsoft Dynamics CRM project?
- Network Diagram: If the Microsoft Dynamics CRM project network diagram cannot change and you have extra personnel resources, what is the BEST thing to do?
- Initiating Process Group: Do you know the roles & responsibilities required for this Microsoft Dynamics CRM project?
- Source Selection Criteria: Does the evaluation of any change include an impact analysis; how will the change affect the scope, time, cost, and quality of the goods or services being provided?
- Variance Analysis: Is the market likely to continue to grow at this rate next year?
- Cost Baseline: Should a more thorough impact analysis be conducted?
- Activity Cost Estimates: How difficult will it be to do specific tasks on the Microsoft Dynamics CRM project?
- Human Resource Management Plan: Was your organizations estimating methodology being used and followed?
- Project Schedule: Your best shot for providing estimations how complex/how much work does the activity require?
- Roles and Responsibilities: Are governance roles and responsibilities documented?
Step-by-step and complete Microsoft Dynamics CRM Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Microsoft Dynamics CRM project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Microsoft Dynamics CRM project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Microsoft Dynamics CRM project Scope Statement
- 2.7 Assumption and Constraint Log
- 2.8 Work Breakdown Structure
- 2.9 WBS Dictionary
- 2.10 Schedule Management Plan
- 2.11 Activity List
- 2.12 Activity Attributes
- 2.13 Milestone List
- 2.14 Network Diagram
- 2.15 Activity Resource Requirements
- 2.16 Resource Breakdown Structure
- 2.17 Activity Duration Estimates
- 2.18 Duration Estimating Worksheet
- 2.19 Microsoft Dynamics CRM project Schedule
- 2.20 Cost Management Plan
- 2.21 Activity Cost Estimates
- 2.22 Cost Estimating Worksheet
- 2.23 Cost Baseline
- 2.24 Quality Management Plan
- 2.25 Quality Metrics
- 2.26 Process Improvement Plan
- 2.27 Responsibility Assignment Matrix
- 2.28 Roles and Responsibilities
- 2.29 Human Resource Management Plan
- 2.30 Communications Management Plan
- 2.31 Risk Management Plan
- 2.32 Risk Register
- 2.33 Probability and Impact Assessment
- 2.34 Probability and Impact Matrix
- 2.35 Risk Data Sheet
- 2.36 Procurement Management Plan
- 2.37 Source Selection Criteria
- 2.38 Stakeholder Management Plan
- 2.39 Change Management Plan
3.0 Executing Process Group:
- 3.1 Team Member Status Report
- 3.2 Change Request
- 3.3 Change Log
- 3.4 Decision Log
- 3.5 Quality Audit
- 3.6 Team Directory
- 3.7 Team Operating Agreement
- 3.8 Team Performance Assessment
- 3.9 Team Member Performance Assessment
- 3.10 Issue Log
4.0 Monitoring and Controlling Process Group:
- 4.1 Microsoft Dynamics CRM project Performance Report
- 4.2 Variance Analysis
- 4.3 Earned Value Status
- 4.4 Risk Audit
- 4.5 Contractor Status Report
- 4.6 Formal Acceptance
5.0 Closing Process Group:
- 5.1 Procurement Audit
- 5.2 Contract Close-Out
- 5.3 Microsoft Dynamics CRM project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Microsoft Dynamics CRM project with this in-depth Microsoft Dynamics CRM Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Microsoft Dynamics CRM projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
- Implement evidence-based best practice strategies aligned with overall goals
- Integrate recent advances in Microsoft Dynamics CRM and put process design strategies into practice according to best practice guidelines
Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.
Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'
This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Microsoft Dynamics CRM investments work better.
This Microsoft Dynamics CRM All-Inclusive Toolkit enables You to be that person.
Includes lifetime updates
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.