Change Management: Getting Users to Actually Use the New System
In an industry where 60-70% of CRM implementations fail due to user adoption issues, how did our client achieve 100% adoption with zero…
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Implementing Microsoft Dynamics 365: Team Roles and Cadence
While methodology provides the framework, it's the people and their structured interactions that determine project success. For organizations implementing Dynamics 365, especially those…
Data Migration: The Make-or-Break Moment
If you've been through a CRM implementation, you've either said this yourself or heard about it from your project team. Data migration is…
Implementing Microsoft Dynamics 365: Best Practices to Maximize Success
While choosing the right methodology is crucial, the execution discipline is what ultimately separates successful Dynamics 365 implementations from the 65-80% that fail.
Salesforce vs Dynamics 365: The Real Comparison
“Salesforce vs Dynamics 365 – Which CRM is better?” If you Google this question, you’ll find thousands of articles claiming to have the…
Implementing Microsoft Dynamics 365: Microsoft’s Success by Design Framework
Microsoft's Success by Design (SBD) is a critical framework that complements whichever implementation methodology you choose.
The Merger Dilemma: When Two CRMs Collide
Our Fintech client recently navigated a long merger process that was poised to help the company accelerate its growth and sell into new…
Implementing Microsoft Dynamics 365: Matching Methodology to Project Type
This is the third in our series exploring key insights on implementation methodologies for Microsoft and this one is focused on Dynamics 365…
Implementing Microsoft Dynamics 365: Understanding Your Methodology Options
This is the second in our series of blog posts exploring key insights on implementation methodologies for Microsoft Dynamics 365.