Microsoft Dynamics® CRM Training
The Deployment Process: Foundation xRM
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This video is designed to provide a detailed explanation about xRM's standard process for the deployment of Foundation xRM. This video will also provide a brief comparison of the deployment packages themselves. Here's a quick overview. There are three different Foundation xRM deployment options: Basic, Intermediate, and Advanced. Your organization can review these options and what they include at xrm.com/foundation, to determine what is best for your needs and price point. We will cover some of the key differences as we describe our process. No matter which package you choose, our detailed deployment process includes five critical stages that will allow you to go live with your instance of Foundation xRM as efficiently as possible. These stages are: Requirements & Planning, Configuration, Testing, Training, and Support. Let's discuss the details of this five-stage process. Requirements and Planning First, we'll collect and document your specific requirements. Because if we have learned anything in the last dozen years, it's that every organization runs their operation slightly differently. Since Foundation xRM is designed to accommodate specialized advancement processes, collecting specific requirements is very important. For all packages, this process will include interviews with key members of your organization by a software architect and expert on Foundation xRM. The primary differences between the packages in this regard is the depth of analysis and also the deliverable. All three deployment packages provide a requirement confirmation mechanism. The Intermediate and Advanced packages also include a FitGap Analysis, and the Advanced deployment package takes it even further, including a detailed architectural BluePrint, including an entity relationship diagram, plus Advancement Process Flows for complex and unique action required to cultivate constituents or process gifts. The design stage of the process is important, since it provides the ability for your organization to confirm the requirements as they have been collected at a minimum before work begins. We have found that this is a critical step on the road to efficiency when it comes to the deployment of Foundation xRM. Another critical component of this first stage is Project Management, which runs the entire length of the deployment. xRM knows that an important part of this first stage of deployment is planning, and as such, during this stage, the Project Manager will deliver a detailed project plan for your review and confirmation. The project plan keeps the project on track, no matter how fast the project moves, and keeps you informed of progress. Project Management continues throughout the deployment stages to ensure a smooth and efficient delivery of the Foundation xRM solution. Configuration There are a number of specific changes that need to be made to Foundation xRM to make it fit your organization perfectly, such as sitemap modifications, system settings survey/review, security roles assignment, forms, views, dashboards, and reports. These changes are included with all three deployment packages, however, you will notice that for some changes, the value increases with each step up in deployment package. For example, all three packages include Security Roles Assignment, but the number of roles configured varies from two to four, depending on which package is chosen. If your organization subscribes to Office 365, then all packages also include configuration of server side synchronization, which allows emails, tasks, appointments and contacts to flow between Office 365 and Foundation xRM seamlessly, and SharePoint integration, which allows for document management in the context of Foundation xRM records. In addition to the changes we just discussed, the intermediate and advanced packages will include a few extra changes: one or two Advancement Process Flows, and four to eight email templates, depending on deployment package. And of course, there are a few things that come with the Advanced package that neither of the other packages includes. Data Migration, Workflow Automation, and Click Dimensions Installation. This option is the most comprehensive, though all three packages offer extreme value. More details about these differences can be found at xrm.com/foundation. Scroll down to just below the package comparison table, and click the arrow for each deployment offering to view the details of each package. Testing Once your instance of Foundation xRM is configured, it needs to be tested. This stage consists of two different types of tests: unit testing and User Acceptance Testing. Unit testing is functional testing conducted by the individuals who made the configurations and customizations, so this is done by xRM. User Acceptance Testing is where the end users of the system determine if the requirements set in the Requirements and Planning stage have been met. Training Once all the tests have been passed, it's time to train end users how to use Foundation xRM. End user and administrative training is included in the form of recorded training or instructional videos, with the number of hours of training increasing with each package. In addition to videos, however, all packages include access to the Success Portal by xRM, which consists of instructional videos for Microsoft Dynamics CRM and Microsoft Dynamics 365, which Foundation xRM is based on. Support After going live, all deployment options include paid support, with the Advanced deployment package including additional support hours. That’s it for our five-step deployment process. We hope this has been helpful in understanding what the process is when you sign up for one of our deployment packages. You can find all of the details for each package on xrm.com/foundation. Check it out, and contact us if you have any questions. Thanks for watching this video by xRM!