enCloud9’s Best Implementation Practices

Every month, enCloud9 chooses one topic from the Power Platform/Dynamics 365 universe and focuses their blogging on that topic. This past month, our topic was Best Dynamics 365 Implementation practices. Here are snippets of each article we wrote and links so you can read more.

6 Keys to a Successful CRM Implementation

So, Your Dynamics 365 is live. What happens next?

The day you “Go-Live” with your Dynamics 365 is a major milestone, but with enCloud9 as your partner, it doesn’t mean that you are alone. The first few days after Go-Live is the ideal time to dive in and start using Dynamics 365 for your sales management system, look at how your team is using Dynamics 365, and ask yourself a few questions. Read to find out next steps you should take and what items enCloud9 recommends you focus on.

Recovering from a Failed CRM

There are many signs that you have a failed CRM.

It might happen upon Go-Live or it might take months or even years to happen, but at some point, you might determine that your Dynamics CRM is unfixable and unusable. After using Dynamics CRM for several years you might notice that what was once a valuable system, providing important data about upcoming sales, customer support trends or marketing data seems to not be fulfilling its old potential.

Dynamics 365 Sales Project Milestones

Milestones are key events that define the success of your project. Milestones help you not only to track the progress of your project, but to stay focused on your overall goals. In this article, we discuss:

• What milestones are
• Why milestones are important in a project
• 7 Dynamics 365 Sales project milestones

Phase 2 – When CRM really makes an impact

Getting a CRM system live can be a struggle or it can be a focused project.

But what happens next when you reach Go-Live? We call it Phase 2. In this article, we discuss:

• How to use a backlog
• The four categories we prioritize tasks into
• How to make end users feel an essential part of the project
• enCloud9’sagile approach to project development

How Can We Help?

We hope you’ve enjoyed reading our blogs about best Dynamics 365 implementation practices.

If you’ve got an upcoming Dynamics 365 deployment and are looking to get the most out of your CRM, turn to enCloud9 for assistance. From platform selection to licensing to implementation and go live, we guide you every step of the way. Once you are live, enCloud9’s Dynamics 365 Management Services support your users and keep your system up-to-date and running smoothly. To learn more, contact us today. We’d love to hear about your business and discuss how our custom Microsoft Dynamics 365 solutions can work with your business and its specific needs.

Further Learning

Visit our blog for tips and tricks on Dynamics 365 and the Power Platform. enCloud9 is focused on bringing you the latest on sales, marketing and customer service. You might enjoy a recent blog article we wrote about How Dynamics 365 Helps Throughout the Customer Buying Journey. In addition, we have many informational on-demand webinars. These videos can be viewed on our YouTube Channel.  

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