How to ImplementMicrosoft Dynamics CRM Using Agile Methodology

• Why Agile?

• What is the Agile Methodology ?

• Is Agile CRM right for you ?

• Three approaches to implementing

Microsoft Dynamics CRM

CONTENT

Customer Relationship Management (CRM)is an ecosystem of practices and strategies which ensures that the

organizational organism caters to the needs of customers and retains them efficiently.

The most commonly used CRM implementation model is the Waterfall method.

• The Waterfall method follows a linear trajectory starting

with the collection of data and documents followed by

designing and coding and testing of the system.

• But tedious control and adaptability issues result in

the rise of the agile-alternative which responds to these

shortfalls effectively.

Why Agile?

• The Agile methodology follows a cyclical pattern where

the overall period is divided into phases (called ‘sprints’)

and every sprint is allotted a determined time-period

(usually in the unit of weeks).

• In the series of phases, each sprint is attributed a listing

of deliverables.

What is the Agile Methodology?

• The Agile methodology will sync with an organization

which is looking for a self-maintaining mechanism

where multi-dimensional goals can be accomplished in

an integrative manner.

• An organization following this method must make sure

that all the documentation is continuously updated and

recorded.

Is Agile CRM right for you?

• Your organization can start by focusing on one

component at a certain time.

• The objective remains to emphasize on high-priority

module of the organization and then, construct releases

based on the data derived during the last releases.

Implementing MS Dynamics CRM

CRM Approach 1: Component-Wise Release

• It is also possible to plan the organizational releases on

basis of specific tasks and end-users.

• This will allow to deliver the most important of the

segments first.

• This approach is ideal for those organizations which are

currently making use of multiple methods to fulfil

varying departmental needs.

Implementing MS Dynamics CRM

CRM Approach 2: Activity-Oriented/Target-Audience Based Releases

• When you are following this approach, you have to

choose between outstanding functionality and

personalization on one hand and manual procedures

and automatic work-flows on the other.

• Your company is to prioritize its needs and wait to

recognize the primary tasks once the core functionality

is put out.

Implementing MS Dynamics CRM

CRM Approach 3: Prioritize and land on core functionality

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