Leadership & Professional Development

D365CE/CRM

Secondary Track: Marketing & Sales

LPD07 - Planning for D365 CE/CRM Success

D365UG/CRMUG Presenter(s)

• 

  Rick McCutcheon, Dynamics 365 CE MVP

  Dynamics 365 Solutions MVP
  Full Contact Selling

Customer Relationship Management is the business philosophy that lets you know your customers better, share information more thoroughly, and interact more completely. In business this can only be achieved through the integration of people, business processes, and the use of CRM technology. This session shows you a step by step game plan on how to successfully implement CRM strategies, technologies and processes into your business.

Learning Objectives:

• Create a D365 CE project plan
• Understand the 3 key phases of a D365 project
• Budget the time and investment for a successful D365 deployment