A successful Microsoft Dynamics CRM deployment begins with a set of solid requirements confirmed and carefully documented. This is accomplished by a specialist who interviews the right people to obtain those requirements. An analysis is then conducted and a design presented – sometimes referred to as a BluePrint. Just like any construction project, and this should be thought of as one, the builders require direction. The design document provides this in no uncertain terms. Another critical component of this stage is Project Management. A dedicated xRM Project Manager will ensure accountability, and that the project remains on track, no matter the timeframe.

The next stage of the project is the customization and configuration of your Microsoft Dynamics CRM instance. There are a number of specific changes that normally need to me made – specifically about 11 of these essential tasks will be covered for all deployment. Things like Sitemap Modification, System Settings, Security Roles, Forms and Views, Dashboards and Reports are examples of essentials, with optional components to choose from, such as data migration.

Once the Configuration stage is complete, the Testing phase can begin. There are two types of testing – Unit Testing, which is the functional tests performed by those that configured your instance, and User Acceptance Testing, where your end users will put the system through its paces and ensure that the Requirements collected back in stage one are indeed met.

After all tests have passed, it’s time to train those who will be using Microsoft Dynamics CRM. This is true for the end users as well as administrators who will be responsible for setting up things like email integration. This is one area where we stand out, in that we supply recorded live training sessions, as well as digital content (videos) delivered through a learning management system where company administrators can view the progress of the students. Microsoft Dynamics CRM Training is a key driver of user adoption, and it should never be ignored or skipped, as it provides the best path to a success Microsoft Dynamics CRM deployment.

Every Microsoft Dynamics CRM deployment requires support, especially immediately after GoLive. There are always miscellaneous questions and possibly issues that occur as the end users begin to use the system. Our package provides two full hours of post go-live support that can be used in as little as 30 minute increments to make minor adjustments or simply answer a list of collected questions. Premier support is also available for as long as needed.

*As of November 1, 2016 Microsoft Dynamics CRM Online will no longer be available for purchase. Microsoft , however, has provided a number of options. Small businesses can still purchase the entire Microsoft Dynamics CRM product, which includes the Sales, Service and Marketing Modules, from xRM directly through a Partner-Hosted subscription as shown here. Our $5K Essential Startup package can be applied to this choice.

This is our $5,000 phase one QuickStart implementation. Please click on any of the phases shown above for more information, or read this page for details about the CRM packages.

Per the name, we focus on the essential components of a “Phase One” Microsoft Dynamics CRM deployment. In the twenty years that we have been implementing CRM packages of all types, we are sure of this: Although every business is different, without knowing anything about your company we know that each and every phase one Microsoft Dynamics CRM deployment needs to include the components of our Essential offering.

Microsoft Dynamics CRM deployments are not necessarily difficult, but they do require planning and a strategy. Without a plan, you will most likely not get the return you are looking for. Our Essential offering is designed to provide a quick return on your Microsoft Dynamics CRM (MSCRM) investment. We do this by focusing on the core priorities (the Essentials). We get you up and running and ensure you and your users have the necessary tools and training to start using MSCRM productively. You need CRM packages that helps your users be more productive and efficient, not an out of the box solution that slows them down. The Essentials Microsoft Dynamics CRM deployment will get you operational expediently and properly, and will give you the framework to scale your Microsoft Dynamics CRM deployment as needed in future phases.

The Essentials is comprised of eleven (11) mandatory components. Anyone deploying MSCRM for the first time needs these components. In addition to the mandatory components of our CRM packages we allow each customer to select one additional component. If your company does not require one of the additional components for its CRM packages then we simply credit you for more and additional two hours of post go-live support time.

Mandatory components:

Project Management

We ensure your project stays on schedule and there are no surprises. Weekly status meetings, progress reports, and proactive guidance are all essential to a successful implementation.

Requirements Gathering (Blueprint)

Your business likely has unique needs that cannot be met by an out of the box CRM application. To really leverage the application and get a great return on your investment, it will almost certainly require configurations and customizations in order to flow with your business. Simply jumping in and starting to modify it without planning is not the way to go. The QuickStart Blueprint is designed to analyze your needs and then provide you with a sensible plan for configuring and customizing MSCRM to match your business’ way of doing things. This service includes a one-hour meeting with a MSCRM architect, and also includes a detailed document of at least six pages in length that lists entities, their uses, key attributes, and an entity relationship diagram—essentially, a blueprint for your successful CRM deployment.

Sitemap Modification

This service delivers modifications to the navigational structure of MSCRM as determined by the sitemap—essentially what appears where. This includes reorganization of the higher navigation levels of Areas, Groups, and Sub-Areas (such as Sales > Sales > Accounts) as well as the lower navigation of which related entities appear under a given entity (such as related Contacts and Opportunities under Accounts). Custom entities are supported. The customer must provide the desired new structure. The service is limited to 40 individual line changes across up to four 2 iterations of opening and modifying the sitemap.

System Settings Review

The system settings in Microsoft Dynamics CRM is where pretty much all of your configurations and customizations will take place. It is imperative that you know how to access this area and more importantly what the capabilities are. This service reviews the settings available to you.

Security Roles

A Security Role is a group of privileges that allow a User to interact with MSCRM. This service introduces and covers the concept of Security Roles in Microsoft Dynamics. Included in this service is the creation of 3 security roles.

Forms & Views

This service is designed to assist the organization with the design and creation of forms and views. It includes the creation or modification of up to four forms and eight views. The four forms can be for the same entity or for up to four different entities. The same goes for views. This also includes the creation of up to 16 custom attributes or fields that do not yet exist on that entity or those entities. Also included is a 30-minute meeting with an architect, if the specific requirements cannot be gathered through email communication.

Business Process Flow

xRM can build your business process flow. You supply the stages and steps, xRM walks you through the construction. The result: a customized flow to meet YOUR business needs.

Dashboard & Reports

Give your users the right data in the right context with a single dashboard of up to 6 components. xRM can help with the views and the dashboard itself. If a custom report is preferred, the time can be utilized to create a single custom SSRS report instead of a dashboard.


Our training is one of our biggest differentiators. We deliver digital assets and courses that can be viewed anytime going forward. After your configuration and customizations have been completed we create a custom video and training based on your unique implementation. Additionally we create a training course that is made of your custom video and other videos that educate users on the most common MSCRM functions. This digital format is extremely beneficial for additional or net new users to the system. Last but not least, management has access to which users have completed the course.

This section also includes important training for Email Configuration and Email Admin Training. Microsoft Dynamics CRM supports email integration with a variety of services – Office365, Microsoft Outlook*, and most POP/SMTP servers. This service focuses on knowledge transfer and enabling one person in the company to complete this work themselves. If Server-Side Synchronization or the Email Router is chosen, xRM will complete the configuration of those, and an individual from the company will be trained to complete the Mailbox configurations. If Microsoft Outlook is chosen, this service provides the tools required to install and configure the Outlook client software on the end user computer, whether a laptop or desktop, as well as the Mailbox configurations. This is mainly because the customer controls and has access to information that xRM does not posses and it’s far more efficient for the customer to be trained and perform these tasks. xRM provides video and written instructions for the installation and configuration of this software. This step usually takes less than an hour per workstation, but depending on underlying operating system issues, it may take longer. These instructions include the configuration and operation of the “Offline” client, in the event that this is desired by the customer.

* Windows Only – Microsoft Dynamics CRM for Outlook is not supported by Mac OSX or Linux.

Success Portal & LMS

A one year subscription to our Success Portal and LMS is included in The Essentials QuickStart. The Success Portal is our proprietary digital library that has hundreds of short how-to MSCRM videos. We continually add to our content. The beauty about creating courses is that the company’s management now has visibility into what videos and courses their users have completed.

Post Go-live Support

This is a two hour block of time that will be available to support the customer following go-live. There are always miscellaneous questions and requests following an implementation

Optional Components (pick one)

Data Migration

In some cases, data migration can be one of the most time consuming tasks in a Microsoft Dynamics CRM deployment. This is generally true when a significant amount of data cleanup or transformation is required to populate CRM with existing data. When a client chooses this option, xRM generally takes the approach of focusing on the technically difficult aspects of the migration, while empowering our customer to complete the less technically difficult, but potentially time-consuming tasks such as data preparation. Essentially, xRM data migration specialists deliver custom templates for each entity to be migrated (Account, Contact, Lead or Opportunity) in a format that users can populate. xRM also provides video and written instructions how to use the custom templates provided. Once all templates are populated by the customer, whether it’s done on an individual basis or through a single person acting for all users, up to three consolidated templates are delivered to xRM data technicians (one for each entity), and the data is imported properly, so as to preserve existing relationships between the data sets. The import process itself will be recorded and the video delivered so that future imports can be conducted by company administrative staff, or anyone designated to import data. This service includes assistance with three entities – Account, Contact and Lead or Opportunity.

Server Side Synchronization

This service delivers the configuration and/or installation of the “Server Side Synchronization” or “Email Router” solution for email integration with Microsoft Dynamics CRM, depending on which makes the most sense for your business. The choice generally depends on your existing email infrastructure and provider. The customer will supply xRM with the necessary information to allow the configuration or the installation, such email server information and whatever credentials might be required. The package also includes the configuration of up to ten mailbox records in Microsoft Dynamics CRM. This option does not include troubleshooting of email server issues, or configuration of the mail server or email accounts, such as password changes or the creation of email users on the email server.

Mobile Installation and Configuration

This service provides a set of instructions, similar to the Outlook Client Installation and Training, that provides the means by which the end users can install the mobile Microsoft Dynamics CRM client on their phones and tablets. It also includes up to one mobile form configuration each for the Contact and Account entities.

Workflow Automation

The workflow engine is one of the most important capabilities that Microsoft Dynamics CRM has to offer. Many companies use the workflow engine to provide notifications of new or changing data in CRM, or to create tasks or follow-up reminders automatically, to the creating of records based on changes in the system. You are welcome to let xRM assist you in learning how to leverage this important feature. You would provide the logic for something you wish to automate and we will create the workflow, and also provide you with instructions so you can repeat this for other workflow ideas you may develop yourself, such as the update of records, email notification, activity creation, and more. This package allows for the creating of up to two workflows, with up to five steps each. The configuration of email components to send emails is not included.

Written User Manuals

Our training, with recorded sessions, video training, and a learning management system, is most of the time adequate for training your users for Microsoft Dynamics CRM deployment. But not everyone has the same learning style. In some cases, CRM packages with a step-by-step written manual with screen shots of your customized solution is necessary. If this is true for your organization, choosing CRM packages with this optional component will provide for you a written manual for one business process – whether it be sales, marketing or service, using your customized entities, sitemap, and business process as the basis for the manual. We will also include a three page manual that covers user management, System Settings, and Email Configurations.


Name: Essential QuickStart
Short Description: A phase one Microsoft Dynamics CRM implementation that focuses on the essential components.
Fixed Cost: $5,000.
Terms: Prepaid
Timeline: Approximately two weeks

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