Cloud Wars
  • Home
  • Top 10
  • CW Minute
  • CW Podcast
  • Categories
    • AI and Copilots
    • Innovation & Leadership
    • Cybersecurity
    • Data
  • Member Resources
    • Cloud Wars AI Agent
    • Digital Summits
    • Guidebooks
    • Reports
  • About Us
    • Our Story
    • Tech Analysts
    • Marketing Services
  • Summit NA
  • Dynamics Communities
  • Ask Copilot
Twitter Instagram
  • Summit NA
  • Dynamics Communities
  • AI Copilot Summit NA
  • Ask Cloud Wars
Twitter LinkedIn
Cloud Wars
  • Home
  • Top 10
  • CW Minute
  • CW Podcast
  • Categories
    • AI and CopilotsWelcome to the Acceleration Economy AI Index, a weekly segment where we cover the most important recent news in AI innovation, funding, and solutions in under 10 minutes. Our goal is to get you up to speed – the same speed AI innovation is taking place nowadays – and prepare you for that upcoming customer call, board meeting, or conversation with your colleague.
    • Innovation & Leadership
    • CybersecurityThe practice of defending computers, servers, mobile devices, electronic systems, networks, and data from malicious attacks.
    • Data
  • Member Resources
    • Cloud Wars AI Agent
    • Digital Summits
    • Guidebooks
    • Reports
  • About Us
    • Our Story
    • Tech Analysts
    • Marketing Services
    • Login / Register
Cloud Wars
    • Login / Register
Home » Creating a Dynamics 365 CRM Annual Plan
News

Creating a Dynamics 365 CRM Annual Plan

Tricia Desso-CoxBy Tricia Desso-CoxJanuary 16, 2021Updated:June 18, 20211 Min Read
Facebook Twitter LinkedIn Email
To adjust the volume hover the cursor over the volume bar
Share
Facebook Twitter LinkedIn Email

It’s a fact – 47% of CRM projects fail 2 or more times before organizations get it right. One of the most critical reasons: not understanding the unique planning process. This session will dive into what should be included in your CRM roadmap, how to build it, getting the team engaged, building your business case, measuring the ROI, benchmarking user satisfaction, and constantly improving.
#Leadership
#CustomerEngagement

Dynamics 365 CE / CRM
Share. Facebook Twitter LinkedIn Email
Tricia Desso-Cox

Tricia thrives on the opportunity to partake in roles that present her with the challenge of learning new aspects of business operations. An environment that requires the ability to prioritize multiple responsibilities keeps her on her toes and often times ahead of the pack. She welcomes the opportunity to broaden her professional scope of skills and seeks opportunities to advance her career to the next level. She has routinely demonstrated the highest regard for dependability, creativity, and the ability to perform under pressure; no matter the level of difficulty in the task at hand. Six Sigma Green Belt Certified with exceptional organizational skills with attention to detail and independent task completion. Highly motivated and empowered. Excellent team player, working cooperatively or independently. Ability to think outside the box and offer creative approaches to new projects and problem solving issues.

Related Posts

How ISVs Like SignUp Software Are Transforming Dynamics 365 ERP with AI and Automation

July 16, 2025

Oracle and AWS Ceasefire Triggers 10 Big Benefits for Customers

July 14, 2025

Microsoft, Gong Detail How AI and Integration Partnership Drives Higher Sales Performance

June 24, 2025

Enterprises Ramp Up Use of Multiple AI Models, Third-Party Apps, and AI-Native Innovators

June 20, 2025
Add A Comment

Comments are closed.

Recent Posts
  • Microsoft Delivers Role-Specific Copilots, Enhanced Controls and Integrations for Copilot Studio
  • Revolut Taps Google Cloud’s AI to Scale Fintech Services Worldwide
  • Google Remains World’s Hottest Cloud Vendor; Oracle Rising, Microsoft Surging
  • Google Cloud Hottest, Oracle and Microsoft Also Rock
  • Oracle Blows Past Microsoft in RPO Race as Hyperscaler Pipeline Hits $1.12 Trillion

  • Ask Cloud Wars AI Agent
  • Tech Guidebooks
  • Industry Reports
  • Newsletters

Join Today

Most Popular Guidebooks and Reports

The Agentic Enterprise: How Microsoft and Industry Leaders Are Redefining Work Through AI

September 2, 2025

SAP Business Network: A B2B Trading Partner Platform for Resilient Supply Chains

July 10, 2025

Using Agents and Copilots In M365 Modern Work

March 11, 2025

AI Data Readiness and Modernization: Tech and Organizational Strategies to Optimize Data For AI Use Cases

February 21, 2025

Advertisement
Cloud Wars
Twitter LinkedIn
  • Home
  • About Us
  • Privacy Policy
  • Get In Touch
  • Marketing Services
  • Do not sell my information
© 2025 Cloud Wars.

Type above and press Enter to search. Press Esc to cancel.

  • Login
Forgot Password?
Lost your password? Please enter your username or email address. You will receive a link to create a new password via email.
body::-webkit-scrollbar { width: 7px; } body::-webkit-scrollbar-track { border-radius: 10px; background: #f0f0f0; } body::-webkit-scrollbar-thumb { border-radius: 50px; background: #dfdbdb }