Microsoft Dynamics 365 for Sales and Customer Service (Formerly Dynamics CRM)

Implementation Services

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The Hitachi Solutions Implementation Approach

Our implementation approach starts with core technologies built on the Microsoft Cloud including the Dynamics 365 platform so you can get up and running quickly. We then build upon the Dynamics 365 platform with our own industry applications designed specifically for common industry scenarios. Finally, we customize the solution for the unique needs of the individual business.

Our implementation approach is designed to offer:

  • Faster delivery, with core technologies already in place
  • Lower cost, with less money and time spent on custom development
  • Higher quality delivered through industry expertise and technology built specifically for each vertical
  • A solution that’s customized for every organization and based on their unique requirements and business needs

The Implementation Roadmap

Implementation can be broken down into the following service steps:

Management Consulting Services

Identify, qualify and champion the opportunities for your business.

Systems Integration Consulting Services

Deliver on those opportunities through a comprehensive implementation approach covering all aspects of people, process and technology with best-in-class capabilities.

Organizational Change Management

Ensure acceptance of new process improvements and adoption of the enabling technologies.

Support Services

Maintain the value created through a breadth of flexible capabilities, from managed services to application support to hosting.


What to Look for in a Microsoft Dynamics 365 for Sales and Customer Service (formerly Microsoft Dynamics CRM) Implementation Partner

Price is often the first factor considered when comparing implementation partners. However, what truly makes or breaks a project is not price, but culture. Before choosing a partner, consider whether your two cultures are a fit. It may seem minor, but implementation is a truly collaborative process and culture fit can have a tremendous impact on user adoption and the success of the overall project.

Similarly, you want a partner that has a close relationship and lengthy history with Microsoft and a partner that has been there and done this a thousand times before.

Finally, an implementation partner should strive to clearly and completely understand your business. At Hitachi Solutions we do this by asking a lot of questions and immersing ourselves in our clients’ businesses. This results in the ability to apply solutions that are tailored to each specific business.

When looking for an implementation partner, consider the following questions:

Is there a culture fit?

Does the partner have a close and lengthy relationship with Microsoft?

How will the partner attempt to fully understand your organization?

Best Practices for CRM Implementation

No single implementation methodology is a one-size-fits-all silver bullet answer to success. End-user needs, past project experiences, team member availability, budgeting processes and business objectives vary considerably from customer to customer…or even from project to project.

That’s why we, as industry experts, must ensure that we are providing you, our customer, with the proper guidance needed for you to be successful. This guidance includes matching the best project implementation methodology to your unique business challenges.


Our best practices focus on:

  • Collaboration
  • Due diligence and planning
  • Client immersion
  • Prescriptive solutions based on each client’s business needs
The extendibility of the Microsoft Dynamics CRM platform allowed us to automate a very manual business process and increase productivity by over 100%. We are now looking at ways to leverage the platform’s capabilities across other functional groups within the organization.
- Abby Gunning, Senior Associate
The solution we built on Microsoft Dynamics CRM Online helps our partners think more strategically about how to serve their clients and stay in touch.
- Adrienne Crowther, Director of Global CRM and Collaboration
They made us feel very comfortable that if we went with Dynamics and Hitachi, we would get the application we really needed based on our business requirements.
- Craig Borens, AVP of Customer Care for Grange Insurance
Hitachi Solutions, due to its experience working with private equity firms, was able to help us enhance the process of tracking these business flow activities.
- Eric Souza, Director of Information Technology, Berkshire Partners

Implementation Methodology: It’s Not One Size Fits All

At Hitachi Solutions we offer agile, waterfall and hybrid methodologies which allows us to truly tailor our implementation approach to our client’s needs. As experts in both waterfall and agile, our team will work with you to understand your past implementation history, current challenges and overall business so that we can be prescriptive in suggesting the right methodology for your particular project. It is important to note that our team may prescribe different methodologies for different projects within your business. For example, a single customer might employ waterfall, agile or agile-hybrid methodologies on different engagements depending on the specific business challenges.

Once we gain clarity on an initial implementation direction we’ll engage you in an interactive Consensus Adaptive Workshop, which accelerates the methodology selection process by providing us (and you) with a much deeper, richer understanding of your business objectives, desired feature sets as well as the prioritized value of those features from the perspective of the business stakeholders. This allows us to be more selective and custom fit our implementation approach for the project at hand. By doing this was are able to realize the highest possible value for you, our customer, in the shortest amount of time. This is also the best way to ensure the highest levels of user adoption and to safeguard the long-term good health your CRM investment.

Consensus Enterprise

The Hitachi Solutions’ waterfall or as we call it, Consensus Enterprise, methodology is a melding of our methods and tools, and represents an overall integrated approach resulting in a repeatable, high-quality experience for our customers.

This methodology provides the foundation for a holistic solution that responds to your needs across strategy, people, process and technology with a constant focus on quality.

Benefits of the Consensus Methodology include:

  • Reduced training and transition costs
  • Predictable cost structure for projects and support
  • Cost advantages due to scale and capabilities
  • Access to lower costs due to offshore resources
  • Increased focus on core functions
  • Faster time to market for project ramp up
  • Increased flexibility with remote and onsite resources

Consensus Agile

Hitachi Solutions developed the Consensus Agile methodology to provide clients with a highly collaborative approach that results in a shorter time to market. Organized into ‘sprint’ cycles, our Agile projects provide you with greater flexibility– if business priorities change during the project, we simply shift our focus in the next sprint. This gives you ultimate authority in how your investment is spent.

Built around the principles of Scrum, our Consensus Agile methodology calls for a collaborative, cross-functional team of Hitachi Solutions and client resources that can work together daily to plan, design, and deliver Microsoft Dynamics solutions to end users. Our process enables your team to provide input more regularly, reducing risk and ensuring a great product experience.

Benefits of the Consensus Methodology include:

  • Rapid delivery guided by a detailed release plan
  • Can reach go live quicker than a traditional waterfall approach
  • Offers flexibility to add follow-on deployments to regularly add new functionality
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