Can Dynamics CRM fit around your existing IT infrastructure?

Dynamics CRM integration

08 Mar Can Dynamics CRM fit around your existing IT infrastructure?

Your businesses IT infrastructure is like a long term relationship. It perhaps begins with excitement (all the new functions and abilities, aspirations for the future), until you hit a few speed bumps, inevitably leading to agreement that something needs to change. Ultimately, if your relationship survives it leads to a contentment stemming from reliability and stability. You know each other so well that you know what you can expect of one another, as if you’ve entered into an unspoken agreement. However, it is all too easy for us to become complacent with our long term relationship, leading to a totally familiar outcome where we take our partners for granted.

The evolution of IT today is faster paced than it has ever been before. The more it progresses and the better it becomes, the more we rely on it for everything we do. Sometimes we forget it’s even there. The issue is, many infrastructures are left without much change until they fail to perform. Moving to cloud-based solutions ensures your infrastructure is automatically updated with latest versions and updates.

Dynamics CRM integration into the family

The real (business) danger of taking your IT infrastructure for granted is failing to take advantage of improvements that will make your business processes more fluid, efficient and better run overall. Speaking of relationships, one essential process that you cannot afford to let standards slip is your Customer Relationship Management (CRM). Maintaining a reputation for excellent customer relationships and service, from the first contact to repeated interaction, is vital no matter what your product or service.

microsoft-dynamics-crm

CRM is your company’s dedicated approach to managing relationship exchanges and information about your customers and potential customers. It enables you to provide the most positive customer experiences, boosts your reputation and in effect makes you a more viable and successful business. But new system integration and moving workloads and data can be complicated procedures, especially where something as large as a customer relationship database is concerned. Think about how much information that you have on your current customers, now add their history with your company, and on top of that your previous customers, your one-off customers, your repeating customers, etc. and you can see how much data you will potentially carry to a new system.

Microsoft Dynamics is a solution designed for intelligent customer engagement, so you can deliver your business to your customer perfectly, every time. One of the major benefits of this platform is Dynamics CRM integration ability. If you are a ‘Microsoft house’, i.e. your business runs lots of Microsoft business applications, then your Dynamics CRM integration will be a breeze, and if you use SharePoint or Office 365 then the UI, as well as the look and feel of Dynamics will be totally familiar to you, pretty much ensuring high adoption rates for your employees and a high return on investment. A Dynamics CRM integration is designed to fit right in with your IT infrastructure – especially if you already operate other Microsoft platforms.

A little prep goes a long way

You wouldn’t buy a new sofa for your apartment without first consulting your partner, right? Even though your Dynamics CRM integration is designed to be quickly implemented, deployed as easily as possible and ready to go so you don’t have to put on hold any of your customer relationships, it’s still a good idea to conduct some pre-move planning. This will help everything go even more smoothly. Take the opportunity to look at certain aspects of your current CRM system before making the move:

Environment maintenance

Take stock of your customer data. What is the essential content that you need to bring with you as your Dynamics CRM integration looms? Think about your overall data storage requirements, and future expectations in terms of business growth. What is your current security policy? Do you need to make adjustments regarding compliance or regulations?

Integration with Office 365

If you don’t already have Office 365, you should really consider getting it. Office 365 in combination with a Dynamics CRM integration will significantly enhance your online and collaborative power across many areas of your business, providing greater all round efficiencies, but specifically in this case to your customer relationship management.

Importing data

With your Dynamics CRM integration, you can avail of a wizard to help with importing your current data from across your business systems. This is a good opportunity to do a full sweep of your content and prioritise data that you will need and the data that can be left behind. If your data is coming from other systems look at how you’ll process all the different types of data. You can make sure you don’t import duplicate data by enabling duplicate detection. A pretty good tool if you have a lot of data to move. Remember good clean data is key and will result in everyone wanting to use your shiny new CRM system. Bad data in at the start will result in everyone blaming CRM, which frankly won’t be the culprit.

For more advice, get in touch with CPS today. Our team can review your existing systems and provide specific advice and solutions to boost efficiency at your firm. 

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About the author
Mike Spink

Mike Spink, has over 25 years of business development experience and has been selling Dynamics CRM solutions since 2006. Adopting a highly consultative sales strategy, Mike takes great pride in providing clients with solutions that make significant improvements to improve business efficiency and profitability. He's worked with clients across a wide range of business sectors and adopts a very hands-on approach to account management and client engagement. Mike enjoys working very closely with the delivery team during project implementation and go-live and is always available to help ensure customer satisfaction. Mike joined CPS in June 2014 and works closely with Microsoft CRM to ensure CRM client success.

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