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We don’t think we should be the only ones making speedy, efficient imports into Dynamics CRM. Because there’s more than a few necessary steps, we developed this checklist as a way to ensure that data is imported correctly and follows best practices. Now, we’d like to share it with you.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.