CRMKnowledge provided core user training to our marketing and sales team as well as bespoke consultancy on best practice for Dynamics CRM online and ClickDimensions to the CRM adoption project team as it was being on-boarded to the business. We found their extensive knowledge of the system and it’s real world use invaluable in the decision making process during the project.

Charles Creswell. Head of Information Systems, ACT

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Team structure and role review

How can you be sure that your Dynamics 365 / CRM team have the skills and structure your business really needs?

To manage Microsoft Dynamics 365 / 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 365 / CRM. This includes how Dynamics 365 / CRM will support their business goals, what Dynamics 365/CRM does within the business – and which Dynamics 365/CRM projects are planned for the future. We also assess the skills within the Dynamics 365 / 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 365 / CRM.

This includes aligning the team to recognise, defined Dynamics 365 / 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

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Not just technical teams, but users too

The in-depth Microsoft Dynamics 365 / 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 365 / 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.