The Checklist to a Successful Dynamics CRM 2015 Adoption

* This article is part of a White Paper called  “The Migration Survival Guide for Microsoft Dynamics CRM 2015”

– A successful Dynamics CRM 2015 adoption hinges on a number of criteria and best practices. Even though the changes it brings are not disruptive or cataclysmic, the features have matured considerably and many obsolete provisions have been pruned away to introduce a sleek and agile CRM.

– Thus true adoption can prove to be immensely beneficial and the way to proceed is to:

– Justify the reason behind the migration by setting goals.

– Ensure that these goals are shared with employees and are something specific and relevant they can grasp and get excited about.

– If possible make the upgrade a migrated one where instead of importing media onto current servers, users are shifted to the upgraded system without having to wait through the period of straightening out kinks and fixing bugs.

– Introduce the features gradually without compromising day to day efficiency.

– Empower the users with on-screen guidance so that they develop the confidence to explore on their own without having to resort to outside help at each and every step.

– However having said that, hire a consultant who is available via chat or a VoIP system like Lync to answer user doubts and mentor them. If employees do not have the confidence that there is a safety net to fall back upon they will continue to be apprehensive of the CRM instead of appreciating it.

– Point out incentives that can drive adoption (like features to better hit targets and quotas.)

– Check progress every day. With the use of a simple plug-in like Screencastify CRM administrators and the migration team can identify the potential stumbling blocks for newbie users through scrutiny of the experiences of the testers. Make sure that these issues do not crop up by creating custom WalkMe WalkThrus around these topics.

– If using the Dynamics CRM 2015 on premise, appoint an IT team to take care of daily maintenance. Employees should always be able to access a system that is up and running at full capacity.

– Last but not the least, spread the word around. Set up meetings to discuss how the system is faring and the journey towards accomplishing the goals set. This transparency is one of the best ways to encourage Dynamics adoption because it is a CRM capable of producing wonderful results.

Get more Dynamics migration tips by downloading our White Paper:  “The Migration Survival Guide for Microsoft Dynamics CRM 2015”

Claim your free copy by filling the form below.

The White Paper covers a range of topics including:

Chapter 1: Top 5 Challenges in Migrating to Dynamics CRM 2015.

Chapter 2:  Six Data Backed Tips to Make Users Love Dynamics CRM 2015.

Chapter 3: Five Tools You Must Know About that Will Make Migrating to Dynamics CRM 2015 Effortless.

Chapter 4: The Checklist to a Successful Dynamics CRM 2015 Adoption.

Michael Taylor
Michael is the Lead Author & Editor of DynaMe. DynaMe is a blog focused on cloud based Microsoft Dynamics.
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