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Microsoft Dynamics CRM Go-Live Checklist

The Microsoft Dynamics CRM Go-Live Checklist outlines 8 tasks to prepare for going live with a new CRM system including verifying system setup and customizations, training administrators and end users, ensuring technical readiness of servers and connectivity, loading and verifying data, checking integrations, transitioning to support, managing the go live, and closing out the project.

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1K views1 page

Microsoft Dynamics CRM Go-Live Checklist

The Microsoft Dynamics CRM Go-Live Checklist outlines 8 tasks to prepare for going live with a new CRM system including verifying system setup and customizations, training administrators and end users, ensuring technical readiness of servers and connectivity, loading and verifying data, checking integrations, transitioning to support, managing the go live, and closing out the project.

Uploaded by

kingsoath
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
  • Microsoft Dynamics CRM Go-Live Checklist: Outlines tasks required for the successful go-live of Microsoft Dynamics CRM, including setup verification, training, and project closure tasks.

Microsoft Dynamics CRM Go-Live Checklist

Go-Live Task
1. Setup and customization verification
Review project plan and statement of work (SOW) with executive project sponsor Ensure that all deliverable sign-off sheets are signed

Responsibility Due Date

Completed

2. Training
Deliver administrator training Deliver end-user training

3. Technical readiness
Server software is loaded Client software is loaded Network connectivity User log-on connectivity

4. Final data load


Load source data into Microsoft Dynamics CRM Verify source data

5. Integration configuration verification (if required)


Verify system is configured correctly by running tutorials

6. Transition to support
Prepare support plans Ensure that key managers, technical staff, and support staff understands their responsibility and ownership of the system Deliver project documentation to support Hand off to support

7. Go live
Start new Microsoft Dynamics CRM system Manage go-live support and issues

8. Project closure
Verify resolution of any outstanding issues Conduct project review with management team Conduct project review with project team

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