Microsoft Dynamics crm planning Guide
|
|  Yüklə 0.59 Mb.
|
Business Management with Microsoft Dynamics CRMThis chapter describes the role of the business manager in the implementation process and the planning tools available for that process. Business managers play a key role during all the phases of a successful implementation of Microsoft Dynamics CRM: planning, development, deployment, and post-deployment. Each organization has a set of business processes unique to that organization. To run smoothly, organizations should standardize processes across the organization, and encourage all users to follow these standards. By mapping your business processes to Microsoft Dynamics CRM, you will determine areas where you either have to modify your processes to match Microsoft Dynamics CRM, or configure and customize Microsoft Dynamics CRM to match your business processes. Microsoft Dynamics CRM is a solution for automating internal business processes by creating workflow rules that describe routine and repetitive tasks involving daily business operations. These processes can be designed to make sure that appropriate and timely information is sent to the correct people. They also help participants keep track of the steps they have to take to complete their work. You must decide which processes to automate. When Microsoft Dynamics CRM is deployed in your organization, your role is to make sure employees are trained correctly, and that everyone understands their responsibilities for data management. In addition, because configuration and customization can be done through the user interface in Microsoft Dynamics CRM, business managers in many organizations are responsible for adding and removing users, changing security roles to meet employees' data access needs, changing team and queue memberships, and even customizing the user interface. After your employees start using Microsoft Dynamics CRM, you must have a process for deciding when changing business needs require changes to Microsoft Dynamics CRM.
Tools, training, and documentation to help you planThis section describes the tools, training, and documentation that are available to help you perform Microsoft Dynamics CRM Business Management. Tools for customization planningThe Microsoft Dynamics CRM 4.0 Form Reporter generates a Microsoft Word 2007 document detailing the tabs, sections and fields of all entity forms found in the exported definition of entity customizations. Field descriptions include details about how the field is configured, including all the available values for picklist fields. If you have multiple languages installed, you can select which language labels that you want the document to use. The output of the Form Reporter is typically used to document the state of form customizations at a point in time. This 'snapshot' can be used for training, planning, or project documentation. For example, you might capture the initial state of the forms before any customizations are applied and then compare that with the results after customizations are applied. For more information, download the Form Reporter (http://go.microsoft.com/fwlink/?LinkID=167172) tool and documentation. Tools for business managementThe following table describes tools that you can modify and use for determining how your business processes map to Microsoft Dynamics CRM. These tools are available for download at Microsoft Dynamics CRM Planning Tools (http://go.microsoft.com/fwlink/?LinkId=148432).
Microsoft Dynamics Sure Step methodologyMicrosoft Dynamics Sure Step provides a complete methodology. This includes project management discipline and field-tested best practices, plus user-friendly tools that can help you deploy, migrate, configure, and upgrade Microsoft Dynamics products. Microsoft Dynamics Sure Step is available to Microsoft partners to help reduce risk and guide you through the tasks associated with deployment and configuration of Microsoft Dynamics solutions. For more information about Microsoft Dynamics Sure Step, including training, methodology, and tool downloads, visit the PartnerSource Web site (http://go.microsoft.com/fwlink/?linkid=88066). Business management trainingBusiness management training consists of the business needs, process analysis, and the project management skills that are required to perform a successful implementation of a CRM system. For more information, see "Identifying training requirements" in this guide. HelpThe Microsoft Dynamics CRM Help has conceptual information about how Microsoft Dynamics CRM can support the sales, service, and marketing functions in your organization. The Help also has information about how to configure and customize Microsoft Dynamics CRM. |