I was recently asked which kind of team a company should have to properly install, use and customize Microsoft Dynamics CRM to fit their needs. This question concerned a Dynamics CRM On Premise project an IT manager was planning.
Well, first it depends on the size of the company…
It can have an IT department big enough to cover all the skills needed to maintain and customize Dynamics CRM.
Or it can be a small to medium business whose IT staff can be counted on one hand. In this case the company should try to optimize the skills of the staff.
Then, we can identify three kind of people in the team :
– The Network and database Administrator :
These resources can be trained to master installation and maintenance of a Microsoft Dynamics CRM On Premise instance. They must have good knowledge of Network Infrastructure, Microsoft Windows Server maintenance, Active directory and SQL Server configuration and administration. And, of course, they will master data backup and restore.
– The Key User :
This person will have two jobs :
First he/she will be the leading business person. He/she will be the Microsoft Dynamics CRM Evangelist within the company. By his/her business knowledge and his/her behaviour with Dynamics CRM, he/she will gain involvement from other users. This point is critical and can be the key to a successfull migration to Dynamics CRM.
Second, he/she can be trained to perform business customizations, creating Workflows and reports.
– The Developer :
We can see that most of the team can be trained to achieve the daily tasks needed to work with Dynamics CRM. The extra knowledge required to extend functionality is only needed from time to time, then a Microsoft Dynamics CRM experienced consultant can be hired to perform the development.
But we must remember that the Key User have a significant part in the Dynamics CRM project’s success.
Sofa Tiger says : Thanks for reading. You can leave a comment if you found this useful.