Tagged - CRM

Build Your Enterprise Application Implementation Playbook – Phases 1-3

This blueprint provides the steps necessary to build your own enterprise application implementation playbook that can be deployed and leveraged by your implementation teams.

Your Enterprise Application Implementation Playbook

This is the main playbook that you build through the exercises defined in the ​Build Your Enterprise Application Implementation Playbook blueprint.

Your Enterprise Application Implementation Playbook - Timeline Tool

This tool provides input into the playbook around project timelines and planning.

Get the Most Out of Your Dynamics 365 F&O Workbook

Use this template to record the outputs from the blueprint activities in build your "Get the Most Out of your Dynamics 365 Finance and Operations Report".

Get the Most Out of Your Microsoft Dynamics 365 Finance and Operations Storyboard

In today’s connected world, continuous optimization of enterprise applications to realize your digital strategy is key.

Build an ERP Strategy and Roadmap for Local Government – Phases 1-4

Align business and IT to successfully deliver on your ERP initiative.

ERP Strategy Report Template – Local Government

Use this template to record the outputs from the blueprint activities in build your ERP Strategy Report.

Build an ERP Strategy and Roadmap for Local Government

Organizations often do not have an ERP strategy and roadmap in place. The focus is often on selection and implementation phases of ERP, but without a foundation and...
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Develop an IT Strategy to Support Customer Service

Take a business process management (BPM)-centric approach to model the desired future state of your customer service IT systems. Then develop an overall IT systems...
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Customer Relationship Management Platform Selection Guide — Phases 1-3

Enable marketing, sales, and customer service teams by successfully choosing and implementing a suite for customer relationship management.
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