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Special Edition Using® Microsoft® CRM by John Gravely, Laura Brown

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Tying It All Together

When integrating CRM systems, it's important to analyze requirements for configuring the new system, positioning all the components that will be combined to deliver the desired functionality. The same information can be used to orient the technical team implementing the new software.

Figure 16.3 shows a process methodology that can be followed for a CRM integration project.

Figure 16.3. The process model for a CRM integration project specifies the steps that must be taken to complete the project.

The process model for this CRM integration project shows the steps involved in developing the requirements for a CRM implementation. ...

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