By Donna Edwards, Microsoft Certified Business Solutions Specialist
On a dark winter's night, when the sky hung low like a great
gray sheet across the land, the Clan of CRM MVP huddled in a cave around the
blazing fire to once again hear the story of how the CRM Field Guide came to
be. As was the annual tradition, the Clan's
designated story teller began the tale from the beginning.
In a time long ago, there was a great realm named Microsoft. Within Microsoft were many tribes and within
each tribe many clans. The CRM MVP clan
began with just a few people from several tribes who shared the common interest
of helping all Clans and Tribes understand Microsoft's Dynamics CRM tool. As it is today, this tool's power brought
great riches to those who could control it skillfully.
The learned in the CRM MVP clan desired to spread their
wisdom and knowledge throughout the realm as they knew the knowledge they had
to impart would help release the true power of the tool. They heard and shared many stories of
people's struggle with CRM. They knew
that people struggled to master the many facets of the tool including: Server
and Client Installation, Systems Integration, Sales Automation, Processes,
Solution Management, Development Strategies, Data Management, Reports
Development, SharePoint, User Adoption and the many others.
They devised and initiated many plans to share their CRM
knowledge with others in the Realm. Some
plans met with success and others failed yet the desire to impart wisdom continued
to burn strong. This need to share
information burned fiercely within one member.
This member was newer to the Clan than the others but the vision she had
was strong and she knew it was her destiny to help the clan spread their
knowledge across the Realm. She allowed
the vision to unfold within her and when the time was right, whispered it to
each member who would participate. As
she whispered her vision, the quiet ember within each began to grow and the
desire to unlock the secrets of the tool became began to rise from the flames
like a phoenix taking flight.
Understanding that each MVP had powers of magic in certain
aspects of the tool and according to her vision she let each member know what
she wanted. To some she requested
sharing their knowledge of Sales, Marketing, and Service Management. To others she asked for Solution Management,
Implementation Techniques, Optimization, User Strategies and Automation. In the end she had more than 15 members who
agreed to impart their wisdom, experience and skill to others.
Over the next few moons, the vision became a reality as the
MVPs began submitting pages filled with their CRM insight and wisdom. Some of the first submissions included:
In the end, after all submissions arrived there were more
than 800 pages of wisdom, knowledge, and secrets shared. Those pages included great insight into:
Before the break of spring in the year of 2012, she
delivered all the pages of wisdom and knowledge to the Great Winged Bird, known
in the land as the Publisher, for final review, editing, and distribution. The Publisher added some additional pages of insight,
organized, edited, and bound the manuscript, resulting in more than 900 pages
of amazing CRM magic intended to empower all those who are brave enough to
become explorers of CRM. This was the
only manuscript of its kind for CRM in the Realm. In the end, there was a great celebration
among the CRM MVP Clan and the naming of the book began.
Now this is the true story of how the CRM Field Guide came
to be. So, if you ever find yourself in
the land of CRM, you will surely want to seek
out the CRM Field Guide (or visit its
home) as it will light the way to a remarkable journey on which you will
discover weapons for arming yourself against the dreaded pit of failed projects
and frustrated users, gems of wisdom that will help you navigate through the
canyon of the lost, and tools to dig for treasure that will remain with you
beyond your exploration.