Points to Ponder for a Successful Microsoft Dynamics CRM Deployment

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As one of the largest Dynamics ERP and CRM partners in the east, BroadPoint knows how different the implementations can be for these systems. Although there are elements from both that are similar, it is important to understand the differences, from design and development to roll out to the go-live date, in order to deliver the best deployment for your CRM system.

 Design it Correctly

Don’t put the cart before the horse. Make sure to understand the organization’s needs so you can plan how to best utilize the Dynamics CRM system. We have dealt with widely varying internal processes when working with clients so rather than focusing too much on configurations and options, we try to have the client look to the future and design a system that will deliver what they need for a long time.

 Time for Development Phase

Accounting systems are generally built and tested as one system. However, Microsoft Dynamics CRM is a more nimble software development system. We work directly with the client’s project team for quicker development, and can identify and evaluate other processes that may not be completely finished.

 Let’s Go Live

This is the phase where the greatest implementation differences exist between ERP and CRM. ERP systems are usually only intended for a limited group of users who have similar job functions and requirements from the system. However, CRM systems often cross over between several different departments and get used by hundreds of even thousands of employees from all over the world. CRM systems also have mobile applications for access anywhere at any time. For this reason, there are a lot more details to review and user adoptability can also be a challenge.


BroadPoint has hundreds of clients along the East coast and possesses a wealth of CRM resources. Contact us today to discuss your CRM requirements and we’ll determine the best course of action to deliver what your organization needs.

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