Microsoft Dynamics CRM Online Trial
Microsoft offers free 30-day trials of Dynamics CRM Online. The trial offers a potentially good avenue for evaluating CRM Online for your business’ needs. I say potentially, because many trial subscribers do not use the trial effectively. Dynamics CRM is a powerful and complex piece of software that is frequently intimidating. New users often create new trials, sign in once and then never use them again. However, the potential of a trial to help decision makers evaluate software is undeniable as long as the decision makers use the trial effectively.
Unless you have worked with Dynamics CRM in the past or have considerable experience with CRM applications in general, you will most likely have a difficult time determining if it will be a good fit for your business. Larger companies can hire CRM consultants to gather requirements, analyze the solutions gaps, and create strategies to bridge the gaps, as well as deploy, configure, and customize the solution. Small businesses generally have to rely on one CRM champion to perform all of those steps.
To evaluate Dynamics CRM in a trial environment, you have to use the software as you will use it once you purchase it. A good first step is to conduct your own requirements gathering.
- Is my current CRM system meeting my needs?
- Is Microsoft Dynamics CRM a better fit for my organization?
- Do I have data that needs to be migrated?
- Do I have email marketing, CPQ (configure, price, quote), or other legacy systems that need to be integrated with CRM?
- How many user licenses will I need?
A little guidance can go a long way towards helping you determine if Microsoft Dynamics CRM is a good fit for your organization. The “Introduction to Microsoft Dynamics CRM” webinar hosted by Microsoft Partner xRM is an excellent place to start. The one-hour-long webinar provides an opportunity to learn the basics of what Dynamics CRM can do. The webinar begins with an overview of the basic functions, design, and layout of CRM and concludes with a question-and-answer session that gives you the opportunity to ask any questions you may have about Dynamics CRM.
xRM also offers another educational resource that can be boon to new CRM users: the Success Portal. The Success Portal is a library of more than 200 Dynamics CRM training videos that are arranged in six different courses that cover setup, configuration, use, customization, etc. Success Portal accounts are free for companies that name xRM.com as their partner of record.
The webinar and Success Portal will prepare you to make an informed decision about the suitability of Microsoft Dynamics CRM Online to meet your business requirements. If you decide during the course of your trial to purchase CRM Online, xRM also offers a more advanced training program called Quick Start CRM Training. The flexible four-hour-long training program is designed to increase the comfort level of new system administrators or users, helping them get up and running quickly.