Upgrading Microsoft CRM 4 in 11 Easy Steps

Upgrade Microsoft Dynamics CRM 4 in 11 Easy Steps


Upgrading Microsoft Dynamics CRM v. 4 to Microsoft Dynamics CRM 2011 can be difficult. Caltech CRM has put together a helpful checklist to help you on your way to using your dream CRM solution powered by Microsoft Dynamics CRM 2011.

#1           Pull together a team

Ensure you include an executive sponsor, project manager and CRM key users

#2           Understand the pain points

Collate where Microsoft Dynamics CRM 4 isn’t reaching its potential for the users – where are the frustrations?

#3           Find out what is working for your users in CRM 4

Collate what the users love in Microsoft Dynamics CRM 4.

#4           Scope what you want CRM to do

What does the organisation see CRM doing for them?  What do the users want?

#5           Check your processes

Is CRM in-line with your working processes?  Where does it need to be aligned?

#6           Document your interfaces

Have you utilised plug ins?  Would you like to use plug ins?  Have you configured the site?  Do you have any complex workflows or java script?

#7           Free Scoping Assessment

Any CRM organisation worth their salt should offer a free scoping assessment to give advice at this stage at the best route to move forward.

#8           Initial discussions and outlines

Engage with a CRM organisation to start initial discussions to commence due diligence in the form of an Upgrade Assessment.

#9           Carry out an Upgrade Assessment

Work with a CRM organisation to carry out an Upgrade Assessment following Microsoft SureStep.

#10         Receive a recommended route to optimised upgrade approach

The Upgrade Assessment will include an assessment of your Microsoft Dynamics CRM 4 environment, configuration and infrastructure, an upgrade in test environment and assessment of risks and how they will be managed.

#11          Internal User Group Team

Once the upgrade has taken place you need to ensure that your users are getting the most from the upgrade and that their pains have been addressed.  Keep them in the loop and ensure you are taking their feedback.

To find out more about upgrading from Microsoft Dynamics CRM 4 to Microsoft Dynamics CRM 2011 why not download our free ebook.


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