Microsoft Dynamics CRM Online has enhanced its “Getting Started” tools. They’ve included a wealth of information on the new and improved launch page to help you access the resources you need when you need them most.
There’s some excellent information in the new “Getting Started” Dashboard that I want to call out (because I think it’s so useful):
Step 1 - First Steps: 8 steps to get started with Microsoft Dynamics CRM for Outlook provides information from how to install the Microsoft Dynamics CRM for Microsoft Office Outlook add-in to how to use the new functionality provided in the Outlook client.
Step 2 – Load Business Data: Articles about importing records takes you to four articles that are invaluable in helping you migrate you existing customer information into Dynamics CRM Online.
My two cents:
One of the more challenging things for an organization to address when they’re first going “online” with Microsoft Dynamics CRM Online is the process of getting the local user environment setup to work with the new hosted CRM system. Step 1 on the new “Getting Started” page addresses how to install and use the Microsoft Dynamics CRM for Microsoft Office Outlook add-in and gives you access to the Microsoft Dynamics CRM Online for Outlook Installation Guide but there are a number of other things to consider that aren’t fully addressed in this document too.
I put together this little roadmap for a project I was recently working on with Microsoft (great fodder for a future blog post on the Microsoft Dynamics Sure Step Methodology). It’s a snap shot of what needs to be considered to get from Point A (Yeah! We purchased our CRM Online licenses!) to Point B (Awesome! We’re using CRM Online and we LOVE it!) without missing a step..
