Implementing Microsoft Dynamics CRM 2011

Microsoft Dynamics CRM can be cost effectively deployed for all organisations. In addition it is designed to scale to meet the most demanding requirements. At C2 we look to ensure that the deployment methodology is adaptable to meet client requirements:

Analysis & Design

• Consideration of user scenarios (use cases)
• Understanding the existing business processes
• Agreeing the integration across the enterprise
• Considering data security and roles
• Agreeing the required customisations and workflows
• Understanding the different locations, network and infrastructure
• Understanding supporting application e.g. Outlook
• Understanding infrastructure security - internal access, external access

Implementation

• Implementation of test and production environments
• Build of custom software elements
• Customisation of CRM to organisational requirements
• Integration of third party applications and websites

Testing & Pilot

• Modular testing of each custom element
• Client acceptance testing
• System pilot & refinement

Training

• Design and delivery of tailored training plan to suit the user roles and responsibilities

Support & Software Assurance

• Delivery of first or second line support by dedicated C2 support staff
• Test & Implementation of patches
• Planning and implementation of upgrades