3 Super Common Microsoft Dynamics 365 CRM Implementation Questions Answered
3 Super Common Microsoft Dynamics 365 CRM Implementation Questions Answered
Timing and pacing matters
Let’s take a look:
– BusyDaisy
A: Implementing CRM comes with both immediate and long-term benefits. There’s no doubt about that.
One of the things we advise, though, is that you don’t rush into the implementation, and you don’t try to schedule your implementation during busy periods or around holidays or other important activities or initiatives.
If you’re talking about merging offices, I’m going to guess there’s probably a lot going on during that time. The week of the merger is probably not the best time to do your actual implementation and training.
I would recommend you use that time to do what you need to make the merger a success. Get your business culture and processes in line. Then come back and revisit the implementation.
You can do a lot of things remotely these days—in fact, most of our CRM implementations are done remotely! You can still have a successful implementation.
Q: The president of our company has tasked me with buying CRM licensing. I know that the acquisition of the software will be quick, but how much time should I allocate for the implementation for 10 users? I’ve heard of other companies taking anywhere from one week to a year to get CRM in place.
– Timeframe Tony
A: That’s a really good question. A lot of people out there, unfortunately, have been led to believe that you just buy the CRM, turn it on, and then you’re going to immediately start seeing benefits. That is definitely not the case.
Other people have talked to consultants, and they find that their implementations will take a year to two years. That also doesn’t need to be the case.
We’ve done hundreds of implementations, and our process takes five to six weeks to get you up and running successfully with CRM. You’ll be fully trained, and your CRM will be fully implemented and working the way you need it to be working.
That’s for an implementation that’s being done from scratch. If you need to migrate data from another system, like SalesForce for example, that will take a little bit longer—but not too much longer!
If you’re interested in more information about our process, click this link to learn about our OnTrack CRM Success System. Or, you can contact us directly and we’ll be happy to answer any questions.
Q: We’re implementing a 20-user system. One of our managers wants to make sure security is place so people only see what they are supposed to see. Do you have any advice on putting security in immediately?
– SecureSteve
This is also a very common question. Often, we see people with the best of intentions get a new system and want to do everything right away. They want to make everything secure. They want everything and the kitchen sink in the system. That’s because they want to create immediate benefits.
Our recommendation, especially for smaller companies, is this: start simple. Start as simply as you can while still delivering value.
When it comes to security, it’s better to err on the side of openness at first. You can always add restrictions later. What you don’t want to do is restrict things to the point where people can’t see what they need to see to do their jobs, or make things more complicated or cumbersome.
A restrictive, complicated, or cumbersome system won’t deliver the value you need. It might even drive users away from the system before you really get going with it.
That’s it for this CRM mailbag. Thanks for joining us, and hopefully we’ll see you next month for some more CRM questions and answers.
If you have questions, please send them to us. We’re always happy to help out, and we might even feature your question in a future episode!
Set your CRM implementation project up for success
CRM is not a magic wand. It takes planning, focus, and buy-in to ensure your CRM project is a success. And although CRM is much, much cheaper up-front today than it was ten years ago, you still want to get the most from your CRM investment as soon as possible.
That’s where the OnTrack CRM Success System comes in.
The OnTrack CRM Success System is a structured approach to CRM implementation, training, and adoption built upon a proven methodology more than a decade in the making:
Plus, OnTrack is a fixed-price service with a 100% money-back guarantee, so you won’t get blindsided by any nasty billing surprises!
Exploring Advanced Data Analysis Techniques with Dynamics 365
Overview Data management plays a critical role in Customer Relationship Management (CRM) and sales operations. Effective decision-making and management oversight heavily rely on the ability to present and analyze data efficiently. In this guide, we will explore the...
Dynamics 365 Marketing: Exploring Strategies with Event Planning and Lead Scoring
In this article, we will delve into the exciting realm of event planning and continue our discussion on lead scoring. If you recall our previous discussion, we touched upon real-time marketing and outbound marketing features. Today, our goal is to provide an overview...
Dynamics 365 Marketing: Automations, Lead Management
In today's discussion, we'll delve into Dynamics 365 Marketing, a robust platform offering an array of tools for automations, lead management, and reporting. With its comprehensive suite of features right out of the box, Dynamics 365 Marketing empowers...
Dynamics 365 Salesperson Walkthrough of Microsoft D365 Sales CRM
Cultivating Sales Success: A Journey Through Microsoft Dynamics 365 CRM In this article, we will explore Microsoft Dynamics 365 CRM and take a look at what a regular day for a salesperson might look like when using the system. We'll provide a step-by-step walkthrough...
Partnership Survey: Win a $250 Amazon Gift Card!
By giving us just a few moments of your time you will automatically be entered into a prize drawing and could win a $250 Amazon Gift Card! Take advantage of our wide range of FREE and user-friendly marketing assets as an Azamba Partner. Our mission is to support your...
REGISTER NOW! Webinar: Microsoft Partner Insights & Strategies
Welcome to Episode 5 of our highly anticipated webinar series, "Partnering for Success | Better Together." In this episode, titled "Unlocking Success: Microsoft Partner Insights & Strategies," join Sandie Knight, Channel Manager of Azamba, as she engages in a...
Webinar: Microsoft Dynamics 365 CRM with Business Central – A Winning Combination
Discover how Microsoft Dynamics 365 CRM and Business Central create a winning combination that streamlines operations, enhances customer interactions, and drives business growth! Join Peter Wolf - President of Azamba as he interviews Tom Doran, - Chief Marketing...
Building an Email Drip Campaign with ChatGPT for a CRM Demo
Harnessing AI to Supercharge Your Email Marketing: A Journey with ChatGPT As digital marketers, we are always on the hunt for tools that make our lives easier and our efforts more effective. I found myself in this same quest when I was attempting to create an email...
Webinar: Increase your revenue through Cross-selling!
Learn how partnering can help you grow your business AND the benefits of offering more products and services to your clients WITHOUT the expense of building a new practice. Your clients need different technologies to run their businesses, unfortunately, you can't...
Webinar Recording: Get Marketing Smart
Join Peter Wolf, President - Azamba and Cheryl Salazar, Partner & EVP Channel & Marketing Strategy - The Marketing Group for Episode 2 of our Webinar Series: Partnering for Success | Better Together, as they talk partner marketing! The Partner...
Peter Wolf is the president and founder of Azamba. He has spent the last 20 years focused on helping small and medium-sized businesses become more profitable through effective and efficient usage of CRM.
His passion is blending the promise of CRM with the realities of business needs to create successful outcomes.
Related articles:

Dynamics 365 Marketing: Exploring Strategies with Event Planning and Lead Scoring
In this article, we will delve into the exciting realm of event planning and continue our discussion on lead scoring. If you recall our previous discussion, we touched upon real-time marketing and outbound marketing features. Today, our goal is to provide an overview...