Implement Dynamics CRM

Are you looking at implementing Dynamics CRM but have some fundamental questions? This page will explain how to Implement Microsoft Dynamics CRM in an agile way & effectively to generate benefits.

Online / Hosted or On Premise?

In 2009 90% of the Microsoft Dynamics CRM implementations were on premises, with just 10% taking a partner hosted option.

Today, the weighting is towards cloud with around 80 – 90% of implementations being Online and just 10 – 20% being on premises. Indeed there is no right or wrong answer – do you deploy your CRM site in the cloud or do you go on premises. It all depends on your organisation, its IT team and capability and your preference.

Cloud CRM solutions are accessed over web browsers and don’t need an internal server, reducing the cost of both the server hardware and server licenses. If you choose to deploy your CRM on premise you also will need SQL licensing (a SQL server license and CALs) which can stack up in terms of cost.

So it’s no reason that cloud is becoming more popular for many organisations across the scale. Both large and SME’s are use an Online CRM solution. Cloud gives the flexibility to up-scale or downsize quickly, and if the workforce works remotely access to systems is seamless.

Stretched IT teams may also prefer cloud as it means there are no daily back-ups required and it reduces the dependency on the IT department. The Return on Investment (ROI) over 5 years can be far less expensive as an online deployment than an on premise. As well as looking at license investment costs, we also recommend that you consider the IT employment costs, support and maintenance of IT functions managing the server. Please also remember for on premise licenses software assurance needs to be purchased every 2 – 3 years.

For larger organisations that obtain Microsoft agreements On Premise may be a great option as there can be significant savings on licenses. Also for those businesses that have a Microsoft competency licenses can be obtained through that method.

There are 3 ways to implement Microsoft Dynamics CRM:

  • Hosted
  • Online
  • On Premise

Dynamics CRM License Options are explained here.

Implement Dynamics CRM

Once you know how you want to deploy your CRM you need to look at implementation methods and CRM consultants.

Here at Caltech we understand that you need to match your CRM strategy with the way that CRM needs to deliver for you.

See our top tips about developing a CRM strategy and our top 10 tips for implementing a CRM solution.

We have also generated some great free resources in our ebooks. Download your free copies here.

We offer 3 different ways to implement Dynamics CRM to suit your specific needs and your budgets. For more information about our CRM consultancy services, please read more here.

3 Microsoft Dynamic CRM Implementation Package Options

For SME organisations we offer bespoke packages to make your CRM a success.

Contact us for a no obligation quick quote today!

More details about SureStep

For larger organisations planning to implement Dynamics CRM we use SureStep.

SureStep is a project methodology for software deployments that helps us to deliver a system to your precise needs, on time and on budget. We have tailored the methodology to make it agile and tailored to our clients needs.

Contact us for a free discovery meeting.


    We hold the Microsoft Dynamics CRM Silver award and have ongoing training plans for all the team, to ensure we are always able to offer best practice for our customers. Catherine Carlyle Marketing Manager