Thanks for sharing! I think, support from external professional resources is also indispensable when it comes to helping with the right scope of requirements that adequately reflect the need/problem, or there is a number of IT assets to be integrated (like ERP, third-party loyalty program management solutions, call center, etc).

Professional CRM consultants are also known to provide free demos and PoCs so that you don’t have to spend extra budget and resources to make a decision about which direction of Dynamics CRM deployment to take.

All this is typically included in full-cycle services by Dynamics CRM consultancies. Just to give an idea of what is understood as ‘full cycle’ services by vendors, here’s an example: www.scnsoft.com/.../crm-and-loyalty