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Customer Success with Microsoft Dynamics Sure Step by Nilesh Thakkar, Vincent Bellefroid, Chandru Shankar

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The importance of a methodology

The use of a consistent methodology is quintessential for the success of the project of the customer. A predictable and reliable methodology is also important for the service provider implementing the solution for the customer. This is especially true for CRM and ERP solution deployments, the duration of which can range from multiple months to multiple years depending on the scope of the implementation, and where the delivery team often comprises of multiple individuals, from the service provider to the customer. In these engagements, a methodology provides a unified taxonomy so that all the individuals work off the same sheet of music, so to speak.

Methodology can be defined as one of the following:

  • The methods, ...

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