Posted by : XRM Consultant Tuesday, 29 June 2010

Hey Guys,

I realise it has been an age since I have added anything to the xRM Consultant Blog so apologies.

Truth is, I have been on holiday and then on-site with a client for over 4 weeks rolling-out what has been a major project for us here at Chorus IT. The client had an almost completely paper based business process and had been using an outdated piece of software that was no longer fit for purpose.

This meant a big challenge; write a MS Dynamics CRM solution that was completely customised to fit the business processes of a client who's business processes were changing on a daily basis.

The truth is this is almost impossible! This project has highlighted for us the importance of an extensive scoping process. This involves more than just a few sessions with key staff members. Multiple sessions with key staff as well as consultations with other heavy users throughout the organisation are essential. Also, making sure that each of the key decision makers read, agree with and sign-off the functional scoping document means that when the business process moves, your solution only alters if agreed.

Anyway, I will be blogging over the next few weeks about some of the challenges we have faced in delivering what has become a comprehensive Sales & Stock Management system. I will include as many of my scripts as possible to share the knowledge.

Looking forward to blogging to you guys again soon



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About xRM

Having worked with Microsoft Dynamics CRM 4.0 in a sales & development environment, my focus now is on customising this awesome solution and showing its true potential.
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