by James Townsend For most organizations, implementing Microsoft Dynamics 365 (formerly Dynamics CRM) is a team effort. The size and composition of the team will depend on the scope of the implementation, the timetable, and related efforts such as data migration and integrations. Here are the roles that my company InfoStrat typically sees for a medium-sized implementation project: Project Manager . The PM and the technical lead are the most critical roles on the project. A large project may also include a deputy project manager to cover when the PM is not available. Prior experience with Dynamics 365 is valuable to understand how an off-the-shelf implementation is different from a custom software development project. Most of our projects follow an Agile development methodology, so this post assumes Agile in describing the roles of the team members. Technical Lead . The tech lead is the senior technical team member and provides technical direction to the team. Prior Dyn
From James Townsend, vice president of Sylogist, thoughts on digital transformation, marketing automation, customer relationship management, Power Apps , Microsoft Dynamics 365, government contracting, customer service and more.