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  • Book Overview & Buying Customer Success with Microsoft Dynamics Sure Step
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Customer Success with Microsoft Dynamics Sure Step

Customer Success with Microsoft Dynamics Sure Step

By : Chandru Shankar, Vincent Bellefroid
5 (3)
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Customer Success with Microsoft Dynamics Sure Step

Customer Success with Microsoft Dynamics Sure Step

5 (3)
By: Chandru Shankar, Vincent Bellefroid

Overview of this book

Customer Success with Microsft Dynamics Sure Step is a focused tutorial of Microsoft Dynamics solution envisioning and delivery, rather than a step-by-step guide into project management. It will equip you with the tactics required to plan, align, and orchestrate your solution selling activities, as well as help you to be efficient, proactive, goal driven, and flexible in your Microsoft Dynamics engagements. If you are involved in one or more of the roles stated below, then this book is for you: If you are a Project Manager, Engagement Manager, Solution Architect, or Consultant involved in delivering Microsoft Dynamics solutions, this book will teach you how you can improve the quality of your implementation with a consistent, repeatable process. If you are a Customer Project Manager, Subject Matter Expert, Key User, or End User involved in selecting the right business solution for your organization and delivering the Microsoft Dynamics solution, this book will help you determine how the method facilitates the delivery of a solution that is aligned to your vision. If you are a Sales Executive, Services Sales Executive, Technical Sales Specialist, Pre-Sales Consultant, or Engagement Manager involved in the sales of Microsoft Dynamics solutions, this book will help you to understand how you can accelerate your sales cycle and bring it to a close. If you are the Customer Decision Maker, CxO, Buyer, or Project Manager who participates in the selection process for your business solution needs, this book will show you how to determine how this process can help your due diligence exercise and set the stage for a quality implementation of the solution. If you are a Change Management expert, this book will enable you to learn how you can help the customer manage organizational change during the business solution delivery process, and/or help solution providers adopt a process for selling and delivering solutions.
Table of Contents (29 chapters)
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Customer Success with Microsoft Dynamics Sure Step
Credits
Foreword
About the Author
Acknowledgments
About the Author
Acknowledgments
About the Author
Acknowledgments
About the Reviewer
Acknowledgments
About the Reviewer
Acknowledgments
About the Reviewer
Acknowledgments
www.PacktPub.com
Preface
2
Index

Microsoft Dynamics overview


As discussed in the previous section, Sure Step covers the entire Microsoft Dynamics portfolio of solutions. In this section, we will provide an overview of those solutions, which is mainly intended to be a quick reference, or a starting point for those readers who may not be familiar with all the solutions in the portfolio.

Microsoft Dynamics is Microsoft's line of business management solutions that provide Enterprise Resource Planning and Customer Relationship Management capabilities. The portfolio includes four ERP solutions, which were brought about by acquisition, and one CRM solution, the development of which was initiated in Microsoft.

Microsoft Dynamics GP (formerly known as Great Plains), and Microsoft Dynamics SL (formerly known as Solomon), were both acquired in 2001 from Great Plains Software, based in Fargo, North Dakota, USA. Great Plains developed a mid-market business accounting software package popular in North America, while Solomon provided an ERP system with project management and project accounting functionality. Microsoft Dynamics AX (formerly known as Axapta), and Microsoft Dynamics NAV (formerly known as Navision), were both acquired in 2002 from Navision A/S, a company based in Denmark. Axapta and Navision were popular ERP solutions, especially for manufacturing and distribution midmarket companies in Europe. These ERP systems became the starting point for a new division in Microsoft called Microsoft Business Solutions (MBS), with Microsoft CRM added to the MBS portfolio. Microsoft CRM was primarily homegrown as noted earlier, and had its first launch (Version 1.0) in 2003.

In 2005, Microsoft rebranded the products and created a suite of business solutions called Microsoft Dynamics. Four ERP solutions—Microsoft Dynamics AX, Microsoft Dynamics GP, Microsoft Dynamics NAV, and Microsoft Dynamics SL, and one CRM solution—Microsoft Dynamics CRM, constitute this suite. Microsoft SQL Server is the database technology used for the entire suite.

The following diagram depicts the timeline:

The Microsoft Dynamics solutions have been designed to be familiar to users, work easily with the existing systems that customers have already deployed, empower people and teams to be productive, and help organizations drive business success. The ERP suite provides functionality to help business in the areas of financial planning and accounting, product engineering and data management, supplier relationship and procurement, supply chain, production, distribution and logistics, project accounting, field service, and human resources processes. The CRM solution allows companies to streamline the way their employees communicate and collaborate with their customers with features for sales force automation, customer service, and marketing.

Microsoft Dynamics AX is a business solution for global enterprises that supports industry-specific and operational business processes, along with comprehensive, core ERP functionality for financial and human resources management.

Microsoft Dynamics CRM helps reduce costs and increases profitability by organizing and automating business processes that nurture customer satisfaction and loyalty.

Microsoft Dynamics GP, Microsoft Dynamics NAV, and Microsoft Dynamics SL are business solutions for small and midsize businesses that deliver out of the box business management functionality.

In addition to the comprehensive Microsoft Dynamics solution suite, Independent Software Vendor (ISV) partners offer a number of integrated, specialized solutions that address specialized industry and deeper functionality needs.

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