Professional Documents
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Microsoft CRM Project Plan
Microsoft CRM Project Plan
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Envisioning Phase
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Planning Phase
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Start
Date
End Date
5/4/2012
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Development Phase
Install All Required Software and Test
Design Process
Design End-User, Administrator, and UIM Training
Develop Plans and Outlines: Audience, Approach
Design Testing Plan
Develop Plan and Test Cases
Application User Interface Design
Contacts
Accounts
Activities
Leads
Opportunities
Products
Quotes
Orders
Invoices
Cases
Contracts
Knowledge Base
Application Data Administration
Define Organization and Business Units
Define Users and Teams
Define and Create Roles
Define Remote Users
Define Marketing Administration Data
Define Application Administration Data
Manual Source Data Conversion Design
Map Physical Data Model
Create Data Conversion Plan
Define Data Cleansing Plan
Design Initial Data Load
Review Mappings with Customer
Review Source Data Conversion Design
Configuration Process
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Deployment Phase
Develop Deployment Plans
Deliver End-User, Administrator, and IT Training
Load Source Data
Review Cut-Over and System Usage
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