If you have the requirements and a fair idea of their current business processes, the next step is to work out how CRM fits into this. If you don't have it already, download the demo VPC and user's guide from Microsoft downloads. Once you have this you can work out where the gaps are and how to address them (field configuration, reporting, workflow, client/server-side development).
Other things you'll need to define for the system include:
- Users and their roles (use the pre-defined roles in CRM as your starting guide)
- Determination of whether the security/record access required of the organisation is met by these default roles
- What data is being brought into the system (how many records, what format, how will it happen)
- What languages and currencies the organisation uses and which of these need to be in CRM (what are the base language and base currency)
- What is the organisational structure of the organisation
- What integration requirements are there? What level of integration (1-way, 2-way, real time, batch etc.)
As there is already a system in place, some of things may already be known and defined.
Leon Tribe