Microsoft Dynamics® CRM Training

Strategic Analysis Introduction

Video Details
Every company, after learning about the capabilities of Microsoft Dynamics CRM Online 2011 and performing some basic configurations, should execute a rigorous internal process of strategic analysis to determine the best plan for the advanced configurations that ultimately make CRM Online fit each business according to its unique needs. This is a process that is largely conducted outside of the application, through interviews with company personnel and in planning sessions. This video shares with you some of the methods and steps that we have found to be the most useful over the past decade of our own experience of deploying and implementing business solutions with our customers. This video demonstrates the purpose of documents such as our “End User Survey” that you may also download from the CRM Success portal and use. These documents help you finalize and record what your needs and goals are, facilitating the next phase to follow: an efficient configuration phase guided by well-defined requirements.

Video Comments

3 Video Comments

  • Matthew Nathan 5/1/2013 at 15:36 PM

    The spreadsheet mentioned in the Strategic Analysis Introduction video is here: (You can also find the link in the follow-up email that is sent to you automatically when you watch the video.) Additional planning materials are available in the downloads area: . Success Portal user Brent graciously pasted some below. — Matthew,

  • Brent Rucker 4/8/2013 at 21:54 PM

    xRM is pleased to provide the Microsoft Dynamics CRM 2011 Implementation Guide and Microsoft Dynamics CRM Planning Tools to our customers planning for CRM 2011, either as a first-time implementation or as an upgrade from CRM 4.0. These are available in two zip files, by clicking here:

  • Lisa Morgan 2/27/2013 at 15:29 PM

    I am curious where we can find the Strategic Analysis Excel Spreadsheet that is referenced in this video. :) Thank you!