Gus Gonzalez
• Solution Architect and Microsoft
Dynamics CRM MVP & MCC
• 100+ Microsoft Dynamics CRM
Implementations (90% Online)
• Working with Microsoft Dynamics CRM
since 2006
• Passionate about User Adoption
Microsoft Dynamics CRM Momentum
5 Steps to Successfully Launching CRM
Step 1:
Step 2:
Step 3:
Step 4:
Step 5:



Data
preparation

Setting up
Users

Importing

Training &
Support

Checking your
import






User Adoption
Best Practices

Define your
Business
Objectives
Set up your
Goals to
Measure your
Success

Tailor the
solution to
your business
Keep the
solution
simple, visual
and familiar
Notifications
Updates
Creation
Decisions
“No Action”
Microsoft Dynamics CRM – Out of the Box
• Companies
• Contacts
• Opportunities
• Activities
• Leads
• Quotes
• Orders
• Invoices
• Goals
• Competitors
• Product Catalog
• Price Lists
 Ships with over 30+
Record Types
 “All On”
• Marketing Lists
• Marketing Campaigns
• Campaign Responses
• Quick Campaigns
• Campaign Activities
• Connections
• Document Management
• Sales Literature
 “Turn Off” what you
don’t need
 Typical Start: 4 to 6
• Cases
• Queues
• Knowledge Base
• Service Scheduling
•
•
•
•
Facility/Equipment
Resources
Contracts
Service
Record Types
 Grow Solution with
Adoption
SmartStart Solution
 Experience of over 500 Customers
 Focused on the Top 5 Areas Customers Use
 Optimized User Experience




Optimized Forms
Consistent Views
Robust Charts & Dashboards
Easy Navigation
 Add Additional Functionality any time
 Revert back to the Out of the Box
Getting Started with CRM
 Outlook
 CRM
 CRM
 CRM
 Anywhere
Access
 Anywhere
Access
Stick Around
for Q&As