The training programmes were deployed effectively both in formal classroom settings and remotely using web conferencing tools. Peter has helped solidify the client’s use of CRM and shown where they can extend their solution and obtain maximum business value.

Adam Spurr, Zero2Ten

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Team structure and role review

How can you be sure that your Dynamics CRM team have the skills and structure your business really needs?

To manage Microsoft Dynamics CRM projects and systems efficiently and effectively, it’s vital to have exactly the right team in place – and that that team needs exactly the right skills. It’s not unusual for a team’s skills not precisely match the needs of the business, especially when those needs change (as they inevitably do, over time).

Helping to create and maintain the most effective team structure

We work with organisations to understand, in depth, what they aim to achieve with Dynamics CRM. This includes how Dynamics CRM will support their business goals, what Dynamics CRM does within the business – and which Dynamics CRM projects are planned for the future. We also assess the skills within the Dynamics CRM team and the roles of team members.

This enables us to accurately identify how closely the team is aligned to the needs of the business – and how well the team’s structure supports the use (and intended use) of Dynamics CRM.

This includes aligning the team to recognise, defined Dynamics CRM roles:

  • application consultant
  • business decision-maker
  • development consultant
  • end user
  • engagement manager
  • IT manager
  • key users
  • project manager
  • solutions architect
  • subject-matter expert
  • technology consultant
  • test lead
  • training consultant

It also ensures that there are adequate skills available for each Microsoft Dynamics Sure Step phase:

  • diagnostics
  • analysis
  • design
  • development
  • deployment


Not just technical teams, but users too

The in-depth Microsoft Dynamics CRM skills of your technical teams are vital – but just as important are the skills of your many users; those people who use your Dynamics CRM systems each and every day. We can provide the same service to your users – but focused specifically around the systems’ day-to-day use, user productivity and business payback.