177 In-Depth Release Management Questions for Professionals

What is involved in Release Management

Find out what the related areas are that Release Management connects with, associates with, correlates with or affects, and which require thought, deliberation, analysis, review and discussion. This unique checklist stands out in a sense that it is not per-se designed to give answers, but to engage the reader and lay out a Release Management thinking-frame.

How far is your company on its Release Management journey?

Take this short survey to gauge your organization’s progress toward Release Management leadership. Learn your strongest and weakest areas, and what you can do now to create a strategy that delivers results.

To address the criteria in this checklist for your organization, extensive selected resources are provided for sources of further research and information.

Start the Checklist

Below you will find a quick checklist designed to help you think about which Release Management related domains to cover and 177 essential critical questions to check off in that domain.

The following domains are covered:

Release Management, Agile software development, Application release automation, Build automation, Change management, Configuration management, Continuous delivery, Continuous integration, Continuous testing, DevOps, DevOps toolchain, Enterprise release management, IT portfolio management, Software, Software development process, Software engineering, Software release, Software testing, Test plan, Web application, WinOps:

Release Management Critical Criteria:

Grade Release Management failures and probe the present value of growth of Release Management.

– What happens after development: how should developers release component-based software and how can users subsequently obtain such software especially if the software under consideration consists of many components that are released by many organizations at many different geographical locations?

– Which customers cant participate in our Release Management domain because they lack skills, wealth, or convenient access to existing solutions?

– Process support: how can a project better institutionalize workflow support without adding a bureaucratic burden to the developers?

– The offeror will describe its service levels for fixes, help desk, etc.  will it reduce its fees if the service levels are not met?

– How do these developers concur over long distances in environments where people rarely if ever meet face to face in a virtual organization?

– How is release management for new application services integrated with your itsm capabilities?

– Does it avoid poorly executed software handoffs between development, testing, and operations?

– What will happen to the software configuration of a customer, when she updates a certain component?

– Does it Eliminate lengthy email threads trying to achieve change approval?

– Is open source software development essentially an agile method?

– What to build, how to build it, build it, and is it built right?

– When should sunk cost be abandoned and new solutions sought ?

– How will the offeror provide support through the help desk?

– What are the Essentials of Internal Release Management Management?

– When should technology be recycled & re-used ?

– What can a cms do for an open source project?

– Who must complete a release management plan?

– How well are os projects documented?


– All tasks complete?

Agile software development Critical Criteria:

Illustrate Agile software development results and track iterative Agile software development results.

– Can working in an agile mode assist a corporate venture in achieving good results early, in starting business, and in bringing income for the parent company?

– When youre thinking about all the different ways a product may be used in the future, do you stop at three, five, or 10 years in the future?

– What if your business needs are still emerging and certain aspects of the system are rapidly changing or cannot be defined yet?

– How do you take an approach like CMM that is heavily about management control and measurement and make it light on its feet?

– Is our organization clear about the relationship between agile software development and DevOps?

– What other types of systems might be able to benefit from this component?

– Do we ask in the sprint retrospective: What went well during the sprint?

– Do we know the difference between lean and agile software development?

– What if we substitute prototyping for user interface screens on paper?

– Should you have a strict project sequence, or should you be flexible?

– How do you develop requirements for agile software development?

– How can Trello be used as an Agile project management tool?

– What changes need to be made to agile development today?

– What challenges do teams face when scaling agile?

– Is the system subject to external regulation?

– How do disciplined agile teams work at scale?

– How is the development team organized?

– What is Scale and Why Manage It?

– When using Extreme Programming?

– What is our Agile methodology?

Application release automation Critical Criteria:

Contribute to Application release automation quality and adopt an insight outlook.

– What is the total cost related to deploying Release Management, including any consulting or professional services?

– Is the Release Management organization completing tasks effectively and efficiently?

– How can skill-level changes improve Release Management?

Build automation Critical Criteria:

Have a meeting on Build automation governance and don’t overlook the obvious.

– Think about the people you identified for your Release Management project and the project responsibilities you would assign to them. what kind of training do you think they would need to perform these responsibilities effectively?

– What are all of our Release Management domains and what do they do?

– Are there Release Management Models?

Change management Critical Criteria:

Survey Change management adoptions and diversify by understanding risks and leveraging Change management.

– The objective of Change Management is to ensure that standard methods and procedures are used, such that changes can be dealt with quickly, with the lowest possible impact on service quality. all changes should be traceable, in other words, one can answer the question, what changed? Do we do this?

– How should projects be phased to allow adequate time for Change Management and organizational acceptance of the selected technologies?

– Do you have formalized processes for organizational change management within your organization?

– What are some concrete ways to help executives understand the value of change management?

– Does the service providers Change Management process match the customers needs?

– In what scenarios should change management systems be introduced?

– What change management practices does your organization employ?

– Are Organizational Change managements best practices (eg Kotter) applied?

– Who are the leaders in a Change Management process?

– Who needs to know about Release Management ?

– What is workplace Change Management?

– Why do we need Change Management?

– When to start Change Management?

Configuration management Critical Criteria:

Derive from Configuration management management and define what our big hairy audacious Configuration management goal is.

– How can you experiment with a complex change and benefit from the version control system without making the change public?

– Does the provider extend their vulnerability and configuration management process to the virtualization platform?

– Can we answer questions like: Do the attributes of the configuration object reflect the change?

– What do you do when you find a build error in some other code that is related to your changes?

– Are the scm procedures for noting the change, recording it, and reporting being followed?

– Is there a documented graded approach process to operational Configuration Management?

– Have the basis for the design requirements been established documented and maintained?

– How do you test whether a module still works as it should after making a change?

– How do engineering changes interface with the configuration management process?

– Has a post-implementation assessment of your CM Program been conducted?

– Can we answer questions like: Are the test plan and results available?

– In availability management terms, what do the letters cia stand for?

– Is the correct versions of the compiler and other tools specified?

– Which of the entities should be configuration items?

– Motivation: why software Configuration Management?

– Why software Configuration Management ?

– What do we do in regression testing?

– How to make it easier to sell?

– Does the change involve a usq?

– When was change implemented?

Continuous delivery Critical Criteria:

Weigh in on Continuous delivery decisions and maintain Continuous delivery for success.

– A competitive edge, excellent. Focus on continuous delivery. Move on to continuous deployment because that is going to provide your business value. But look at your individual business. Look at your environment and say is that what gives us the competitive edge?

– Does your organization run a Continuous Integration and Continuous Delivery (CI/CD) process?

– How does the organization define, manage, and improve its Release Management processes?

– Does your organization hope to achieve continuous delivery?

– Do we have past Release Management Successes?

Continuous integration Critical Criteria:

Scrutinze Continuous integration management and correct Continuous integration management by competencies.

– What may be the consequences for the performance of an organization if all stakeholders are not consulted regarding Release Management?

– Meeting the challenge: are missed Release Management opportunities costing us money?

– Are we making progress? and are we making progress as Release Management leaders?

– Will we use Continuous Integration?

Continuous testing Critical Criteria:

Categorize Continuous testing projects and differentiate in coordinating Continuous testing.

– Do we monitor the Release Management decisions made and fine tune them as they evolve?

– Is a Release Management Team Work effort in place?

– How do we go about Securing Release Management?

DevOps Critical Criteria:

Prioritize DevOps outcomes and use obstacles to break out of ruts.

– Ask yourself when youre talking about DevOps, again, its not about a product. Its about what you know and how your company is structured, how your team works together. So, one of the questions I like to ask is, Do your developers-does your development team know exactly what actual production looks like. I mean exactly. Can they tell you what production looks like?

– With this new, full-stack approach to software delivery comes new opportunity for delay. DevOps was developed as a reaction to the long lead times required for infrastructure provisioning and integration with bureaucracy-laden ITIL processes. But what are these new sources of delay in the software development lifecycle?

– Telemetry should spot any problem before the customer tells us. How long does it take to identify that which users are affected and how severely?

– Which team/individual in your organization was the primary driver for introducing the DevOps approach to application delivery?

– On average, approximately how frequently does your organization upgrade applications in a year?

– Which team is the primary sponsor for setting up DevOps practices?

– Do you have any DevOps-specific roles in your organization?

– What are your two biggest risks for DevOps implementation?

– What is the goal function, i.e., what is to be achieved?

– Do we need more information on shared goals in DevOps?

– Does your IT organization have a defined DevOps team?

– What Knowledge and Skills are Most Needed For DevOps?

– DEVOPS PRACTITIONERS Who runs DevOps Initiatives?

– What Drives the Need for DevOps?

– Are we ready for a deeper dive?

– What are we trying to achieve?

– Why is this good for security?

– Why is DevOps important?

– How far along are we?

– How many users?

DevOps toolchain Critical Criteria:

Have a session on DevOps toolchain failures and intervene in DevOps toolchain processes and leadership.

– Among the Release Management product and service cost to be estimated, which is considered hardest to estimate?

– Can Management personnel recognize the monetary benefit of Release Management?

– How do we go about Comparing Release Management approaches/solutions?

Enterprise release management Critical Criteria:

Analyze Enterprise release management adoptions and observe effective Enterprise release management.

– In the case of a Release Management project, the criteria for the audit derive from implementation objectives. an audit of a Release Management project involves assessing whether the recommendations outlined for implementation have been met. in other words, can we track that any Release Management project is implemented as planned, and is it working?

– When a Release Management manager recognizes a problem, what options are available?

– What are current Release Management Paradigms?

IT portfolio management Critical Criteria:

Pilot IT portfolio management projects and maintain IT portfolio management for success.

– How do we keep improving Release Management?

– Is the scope of Release Management defined?

Software Critical Criteria:

Interpolate Software outcomes and gather Software models .

– Many teams will find that informal modeling sessions around whiteboards will be sufficient, although sometimes more formal modeling sessions, such as Joint Application Design (JAD) strategies or stakeholder interviews will work best. How will nonfunctional requirements pertaining to availability, security, performance, and many other factors be addressed?

– What is the difference, if any, in customer satisfaction between the use and results of agile-driven software development methods and the use and results of plan-driven software development software development methods?

– Think about the kind of project structure that would be appropriate for your Release Management project. should it be formal and complex, or can it be less formal and relatively simple?

– Has anyone made unauthorized changes or additions to your systems hardware, firmware, or software characteristics without your IT departments knowledge, instruction, or consent?

– Does the software let users work with the existing data infrastructure already in place, freeing your IT team from creating more cubes, universes, and standalone marts?

– Does the company have equipment dependent on remote upgrades to firmware or software, or have plans to implement such systems?

– How will nonfunctional requirements pertaining to availability, security, performance, and many other factors be addressed?

– How does our CRM collaboration software integrate well with Google services like Google Apps and Google Docs?

– Is it important to have a very detailed specification and design before moving to implementation?

– Why should a client choose a project team which offers agile software development?

– Can agile project management be adopted by industries other than software development?

– What does it mean to develop a quality software system?

– What is our policy around the distribution of software?

– Is your software easy for IT to manage and upgrade?

– What Can We Learn From a Theory of Complexity?

– Will the team be populated by stakeholders?

– Is the software system reliable?

– Is the software system safe?

– Why Agile, and Why Now?

Software development process Critical Criteria:

Drive Software development process adoptions and figure out ways to motivate other Software development process users.

– A compounding model resolution with available relevant data can often provide insight towards a solution methodology; which Release Management models, tools and techniques are necessary?

– Where does User Experience come from, what does it add to the software development process and what methods are available?

– Do you monitor the effectiveness of your Release Management activities?

– What are specific Release Management Rules to follow?

Software engineering Critical Criteria:

Steer Software engineering results and ask questions.

– DevOps isnt really a product. Its not something you can buy. DevOps is fundamentally about culture and about the quality of your application. And by quality I mean the specific software engineering term of quality, of different quality attributes. What matters to you?

– What are your key performance measures or indicators and in-process measures for the control and improvement of your Release Management processes?

– Can we answer questions like: Was the software process followed and software engineering standards been properly applied?

– Think about the functions involved in your Release Management project. what processes flow from these functions?

– Is open source software development faster, better, and cheaper than software engineering?

– What tools and technologies are needed for a custom Release Management project?

– Better, and cheaper than software engineering?

Software release Critical Criteria:

Derive from Software release outcomes and sort Software release activities.

– What vendors make products that address the Release Management needs?

– How can you measure Release Management in a systematic way?

Software testing Critical Criteria:

Wrangle Software testing quality and catalog Software testing activities.

– How likely is the current Release Management plan to come in on schedule or on budget?

– Why should we adopt a Release Management framework?

– How do we maintain Release Managements Integrity?

Test plan Critical Criteria:

Chat re Test plan goals and finalize the present value of growth of Test plan.

– What are our best practices for minimizing Release Management project risk, while demonstrating incremental value and quick wins throughout the Release Management project lifecycle?

– What are internal and external Release Management relations?

– Are there Release Management problems defined?

Web application Critical Criteria:

Discuss Web application tactics and simulate teachings and consultations on quality process improvement of Web application.

– I keep a record of names; surnames and emails of individuals in a web application. Do these data come under the competence of GDPR? And do both the operator of the web application and I need to treat them that way?

– Are my web application portfolios and databases ready to migrate to the Windows Azure platform?

– What new services of functionality will be implemented next with Release Management ?

– Who Is Responsible for Web Application Security in the Cloud?

– How do you approach building a large web application?

– How does IT exploit a Web Application?

– How do we Lead with Release Management in Mind?

WinOps Critical Criteria:

Steer WinOps risks and document what potential WinOps megatrends could make our business model obsolete.

– Risk factors: what are the characteristics of Release Management that make it risky?

– Who will provide the final approval of Release Management deliverables?


This quick readiness checklist is a selected resource to help you move forward. Learn more about how to achieve comprehensive insights with the Release Management Self Assessment:


Author: Gerard Blokdijk

CEO at The Art of Service | http://theartofservice.com



Gerard is the CEO at The Art of Service. He has been providing information technology insights, talks, tools and products to organizations in a wide range of industries for over 25 years. Gerard is a widely recognized and respected information expert. Gerard founded The Art of Service consulting business in 2000. Gerard has authored numerous published books to date.

External links:

To address the criteria in this checklist, these selected resources are provided for sources of further research and information:

Release Management External links:

What is Release Management? | Release Management

Product Release Management | How to build and deliver …

Agile software development External links:

Scrum Overview: Agile Software Development

What is Agile Software Development? | Agile Alliance

What is Agile? Learn About Agile Software Development

Application release automation External links:

Application Release Automation (ARA) – Gartner IT Glossary

Application Release Automation – CA Technologies

Application Release Automation | ARCAD Software

Build automation External links:

Release Management and Build Automation with TFS …

Change management External links:

Change management experts -Change Management …

[PDF]Organizational Change Management Readiness …

[PDF]Change Management Best Practices Guide

Configuration management External links:

5 Things About Configuration Management Your Boss …

Configuration management.
http://In software engineering, software configuration management (SCM or S/W CM)[1] is the task of tracking and controlling changes in the software, part of the larger cross-disciplinary field of configuration management.[2] SCM practices include revision control and the establishment of baselines.

Interactive Configuration Management and Procurement …

Continuous delivery External links:

Continuous Delivery Pipeline – Scaled Agile Framework

Continuous integration External links:

Continuous integration in .NET (eBook, 2011) …

Continuous testing External links:

Continuous Testing Solutions for Enterprise | Sauce Labs

Continuous Testing – CA Technologies

SeaLights Continuous Testing Management Platform

DevOps External links:

DevOps Learning Guide for Agile, Git, & CI – Visual Studio

DevOps Institute

REAN Cloud – Managed Services | Cloud Computing | DevOps

Enterprise release management External links:

COT – CIO-101 Enterprise Release Management Policy

Plutora Enterprise Release Management Tool – Plutora…

Enterprise Release Management | Deployment …

IT portfolio management External links:

IT Portfolio Management Conference – 10times

Software development process External links:

During which phase of the software development process …

What is Software Development Process? – Definition …

Software engineering External links:

Software Engineering Institute

Software release External links:

ROCK64 Software Release – PINE64

ServiceNow Software Release — Kingston | ServiceNow …

Identifying Your Oracle Database Software Release

Software testing External links:

Software Testing and Deployment | Olenick

PractiTest: Software Testing & QA Test Management Tools

Software Testing Strategies and Best Practices | Atlassian

Test plan External links:

2017 NCLEX-PN Test Plan | NCSBN

[DOC]TEST PLAN – California
http://www.bestpractices.ca.gov/sysacq/documents/Test Plan Template.doc

Level 3 Master Test Plan Example – DICOM Homepage

Web application External links:

Logon – SAP Web Application Server

Tupperware | My Sales Web Application

Web Application

WinOps External links:

WinOps | Puppet

WinOps | The conference dedicated to DevOps in a Windows …

WinOps 2017 Sam Guckenheimer – Moving 70,000 …

160 Extremely Powerful Microsoft Dynamics CRM Questions You Do Not Know

What is involved in Microsoft Dynamics CRM

Find out what the related areas are that Microsoft Dynamics CRM connects with, associates with, correlates with or affects, and which require thought, deliberation, analysis, review and discussion. This unique checklist stands out in a sense that it is not per-se designed to give answers, but to engage the reader and lay out a Microsoft Dynamics CRM thinking-frame.

How far is your company on its Microsoft Dynamics CRM journey?

Take this short survey to gauge your organization’s progress toward Microsoft Dynamics CRM leadership. Learn your strongest and weakest areas, and what you can do now to create a strategy that delivers results.

To address the criteria in this checklist for your organization, extensive selected resources are provided for sources of further research and information.

Start the Checklist

Below you will find a quick checklist designed to help you think about which Microsoft Dynamics CRM related domains to cover and 160 essential critical questions to check off in that domain.

The following domains are covered:

Microsoft Dynamics CRM, .NET Framework, Active Directory, Client Access License, Cloud computing, Customer relationship management, Dynamics 365, Google Chrome, Independent software vendor, Internet Explorer, Internet Information Services, Microsoft Dynamics, Microsoft Most Valuable Professional, Microsoft Office Communicator, Microsoft Online Services, Operating system, Oracle Corporation, SQL Server Reporting Services, SharePoint 2010, Siebel Systems, Software categories, Software developer, Software license, Software release life cycle, Web service, Windows Live Messenger, Windows Server 2012:

Microsoft Dynamics CRM Critical Criteria:

Categorize Microsoft Dynamics CRM goals and acquire concise Microsoft Dynamics CRM education.

– Do we understand our clients business drivers, financial metrics, buying process and decision criteria?

– What role can internal branding and employee engagement play in creating a positive brand experience?

– To overcome the barriers to effective CRM implementation: What should be communicated and to whom?

– How can we help cultural issues relating to loss of control, constant change and mistrust?

– What is our approach to Risk Management in the specific area of social media?

– Which Customers just take up resources and should be considered competitors?

– Job Satisfaction and Job performance: Is the relationship spurious?

– How do you measure progress and evaluate training effectiveness?

– The performance measurement revolution: why now and what next?

– How can the many barriers to CRM implementation be overcome?

– Is it easy for your visitors or customers to contact you?

– What steps do we use in rolling out customer selfservice?

– Is the address book synchronization subscription valid?

– Do you know which customers give you the best business?

– What is the churn rate and how is it related to CRMS?

– Do you have any monthly volumes of Outbound Calls?

– Is your archivist in the information loop?

– How do you structure your account teams?

– Why Multi-Channel CRM?

– Why is CRM important?

.NET Framework Critical Criteria:

Bootstrap .NET Framework outcomes and find out what it really means.

– A compounding model resolution with available relevant data can often provide insight towards a solution methodology; which Microsoft Dynamics CRM models, tools and techniques are necessary?

– Which customers cant participate in our Microsoft Dynamics CRM domain because they lack skills, wealth, or convenient access to existing solutions?

– What about Microsoft Dynamics CRM Analysis of results?

Active Directory Critical Criteria:

Accumulate Active Directory projects and create a map for yourself.

– Does the tool in use have the ability to integrate with Active Directory or sync directory on a scheduled basis, or do look-ups within a multi-domain forest in the sub-100-millisecond range?

– Does the tool we use have the ability to integrate with Enterprise Active Directory Servers to determine users and build user, role, and business unit policies?

– For your Microsoft Dynamics CRM project, identify and describe the business environment. is there more than one layer to the business environment?

– If we integrate an external product with active directory, will it require that we modify our ad schema?

– What role does communication play in the success or failure of a Microsoft Dynamics CRM project?

– Why is it important to have senior management support for a Microsoft Dynamics CRM project?

– Provide the ability to synchronize active directory with cloud-based endpoints?

– What is the process of adding users and deleting users from Active Directory?

– What happens if a user changes their password natively in active directory?

– Enable unix and linux authentication from active directory?

– Does your software integrate with active directory?

Client Access License Critical Criteria:

Survey Client Access License tasks and point out Client Access License tensions in leadership.

– Are there any disadvantages to implementing Microsoft Dynamics CRM? There might be some that are less obvious?

Cloud computing Critical Criteria:

Judge Cloud computing leadership and reinforce and communicate particularly sensitive Cloud computing decisions.

– What changes should be made to the design of future applications software, infrastructure software, and hardware to match the needs and opportunities of cloud computing?

– Time to market improvements. Will the move to cloud computing shorten the time it takes to deliver functional enhancements to end users?

– Does the cloud solution offer equal or greater data security capabilities than those provided by your organizations data center?

– How can you start to build to a position of trust and risk management when setting up cloud computing for your organization?

– Have you considered that metrics collection, and system performance and security monitoring are more difficult in the cloud?

– How do the end users of cloud computing know that their information is not having any availability and security issues?

– Are the risks associated with cloud computing actually higher than the risks enterprises are facing today?

– What does it take to become a cloud computing provider, and why would a company consider becoming one?

– What are the key business and technical challenges of transitioning to a cloud computing strategy?

– What is the future scope for combination of Business Intelligence and Cloud Computing?

– What challenges and opportunities does cloud computing present for IT Service Management ?

– What makes cloud computing well suited for supply chain management applications?

– What are the ways in which cloud computing and big data can work together?

– Amazon web services is which type of cloud computing distribution model?

– How can we best leverage cloud computing and obtain security?

– What defines a true cloud solution versus the quasi cloud?

– What are the security concerns with cloud computing?

– Is there a good pricing model for cloud services?

– What problems does cloud computing solve?

– Will database virtualization take off?

Customer relationship management Critical Criteria:

Steer Customer relationship management tasks and correct Customer relationship management management by competencies.

– Is there an existing crm and email marketing relationship already in place, that can/should be leveraged or should we select a new solution altogether?

– How do we deal with the most important challenge of a crm program: how do we get a single version of the customer truth?

– Can we establish a new market segmentation strategy focused on potential profitability and willingness to purchase?

– Is the Customer Satisfaction Process something which you think can be automated via an IVR?

– How do you enhance existing cache management techniques for context-dependent data?

– Can visitors and customers opt out of sharing their personal information?

– Do you have any proprietary tools or products related to social media?

– How does Total Quality Service Effects Toward Customer Loyalty?

– Are the application host process shut-down options acceptable?

– Does the user have permission to synchronize the address book?

– What are some of the ways CRM increases our companys revenues?

– Customer Service: How can social CRM improve service quality?

– What are Pros and Cons of the CRM system that you are using?

– Does Customer Knowledge Affect How Loyalty Is Formed?

– In what way(s) did marketing research help shape CRM?

– Is the e-mail tagging performance acceptable?

– How do we Evolve from CRM to Social CRM?

Dynamics 365 Critical Criteria:

Confer re Dynamics 365 issues and devise Dynamics 365 key steps.

– Among the Microsoft Dynamics CRM product and service cost to be estimated, which is considered hardest to estimate?

– How do we keep improving Microsoft Dynamics CRM?

– What is our Microsoft Dynamics CRM Strategy?

Google Chrome Critical Criteria:

Group Google Chrome tactics and cater for concise Google Chrome education.

– Meeting the challenge: are missed Microsoft Dynamics CRM opportunities costing us money?

– How do we manage Microsoft Dynamics CRM Knowledge Management (KM)?

– Is Supporting Microsoft Dynamics CRM documentation required?

Independent software vendor Critical Criteria:

Pilot Independent software vendor risks and report on setting up Independent software vendor without losing ground.

– What are the usability implications of Microsoft Dynamics CRM actions?

– What is our formula for success in Microsoft Dynamics CRM ?

– Are there Microsoft Dynamics CRM problems defined?

Internet Explorer Critical Criteria:

Study Internet Explorer adoptions and oversee Internet Explorer management by competencies.

– What is the purpose of Microsoft Dynamics CRM in relation to the mission?

Internet Information Services Critical Criteria:

Air ideas re Internet Information Services tactics and change contexts.

– At what point will vulnerability assessments be performed once Microsoft Dynamics CRM is put into production (e.g., ongoing Risk Management after implementation)?

– Is Microsoft Dynamics CRM dependent on the successful delivery of a current project?

Microsoft Dynamics Critical Criteria:

Derive from Microsoft Dynamics tactics and separate what are the business goals Microsoft Dynamics is aiming to achieve.

– Are there any restrictions within the standard support and maintenance agreement on the number of staff that can request support?

– Is a significant amount of your time taken up communicating with existing clients to resolve issues they are having?

– If a customer purchases an item today, when are they likely to purchase a complementary item?

– Which of my customers have the potential for a high-profit, sustainable relationship?

– What are the strategic implications of the implementation and use of CRM systems?

– Will the Tier 3 Exchange support team need access to the respondents CRM tool?

– What level of customer involvement is required during the implementation?

– Have you integrated your call center telephony to your crm application?

– Does the user have permission to synchronize to the offline data store?

– what is Different Between B2C B2B Customer Experience Management?

– Do we know of good field Service Management dispatch software?

– Will there be requirements on call and screen recording?

– What is the recovery time objective for the application?

– Is the user still a member of the organization?

– Have you developed any proprietary metrics?

– Is the offline database size acceptable?

– What happens to reports?

– Who are my customers?

– Is CRM justified?

Microsoft Most Valuable Professional Critical Criteria:

Meet over Microsoft Most Valuable Professional management and intervene in Microsoft Most Valuable Professional processes and leadership.

– What management system can we use to leverage the Microsoft Dynamics CRM experience, ideas, and concerns of the people closest to the work to be done?

– Who will provide the final approval of Microsoft Dynamics CRM deliverables?

– How is the value delivered by Microsoft Dynamics CRM being measured?

Microsoft Office Communicator Critical Criteria:

Discuss Microsoft Office Communicator risks and slay a dragon.

– What is the total cost related to deploying Microsoft Dynamics CRM, including any consulting or professional services?

– Does Microsoft Dynamics CRM analysis show the relationships among important Microsoft Dynamics CRM factors?

– Who will be responsible for documenting the Microsoft Dynamics CRM requirements in detail?

Microsoft Online Services Critical Criteria:

Meet over Microsoft Online Services tactics and summarize a clear Microsoft Online Services focus.

– Marketing budgets are tighter, consumers are more skeptical, and social media has changed forever the way we talk about Microsoft Dynamics CRM. How do we gain traction?

– Does Microsoft Dynamics CRM create potential expectations in other areas that need to be recognized and considered?

– How can we improve Microsoft Dynamics CRM?

Operating system Critical Criteria:

Exchange ideas about Operating system outcomes and reinforce and communicate particularly sensitive Operating system decisions.

– If the firewall runs on an individual host for which all users are not trusted system administrators, how vulnerable is it to tampering by a user logged into the operating system running on the protected hosts?

– In a virtualized data center, guest operating system kernels were modified to eliminate the need for binary translation. which compute virtualization technique was used?

– What should an organization consider before migrating its applications and operating system to the public cloud to prevent vendor lock-in?

– What operating systems are used for student computers, devices, laptops, etc.?

– How can skill-level changes improve Microsoft Dynamics CRM?

– What operating system does your computer use?

– Is unauthorized access to operating systems prevented?

Oracle Corporation Critical Criteria:

Apply Oracle Corporation adoptions and point out Oracle Corporation tensions in leadership.

– Record-keeping requirements flow from the records needed as inputs, outputs, controls and for transformation of a Microsoft Dynamics CRM process. ask yourself: are the records needed as inputs to the Microsoft Dynamics CRM process available?

– What sources do you use to gather information for a Microsoft Dynamics CRM study?

– Does the Microsoft Dynamics CRM task fit the clients priorities?

SQL Server Reporting Services Critical Criteria:

Judge SQL Server Reporting Services visions and catalog SQL Server Reporting Services activities.

– Are there any easy-to-implement alternatives to Microsoft Dynamics CRM? Sometimes other solutions are available that do not require the cost implications of a full-blown project?

– How do mission and objectives affect the Microsoft Dynamics CRM processes of our organization?

– What are specific Microsoft Dynamics CRM Rules to follow?

SharePoint 2010 Critical Criteria:

Contribute to SharePoint 2010 tasks and inform on and uncover unspoken needs and breakthrough SharePoint 2010 results.

– What are the Key enablers to make this Microsoft Dynamics CRM move?

– How do we Lead with Microsoft Dynamics CRM in Mind?

– How to deal with Microsoft Dynamics CRM Changes?

Siebel Systems Critical Criteria:

Unify Siebel Systems tactics and devote time assessing Siebel Systems and its risk.

– What are the top 3 things at the forefront of our Microsoft Dynamics CRM agendas for the next 3 years?

– Are assumptions made in Microsoft Dynamics CRM stated explicitly?

Software categories Critical Criteria:

Focus on Software categories projects and adjust implementation of Software categories.

– Will new equipment/products be required to facilitate Microsoft Dynamics CRM delivery for example is new software needed?

– How does the organization define, manage, and improve its Microsoft Dynamics CRM processes?

– What is Effective Microsoft Dynamics CRM?

Software developer Critical Criteria:

Experiment with Software developer failures and budget for Software developer challenges.

– How can we incorporate support to ensure safe and effective use of Microsoft Dynamics CRM into the services that we provide?

– Pick an experienced Unix software developer, show him all the algorithms and ask him which one he likes the best?

– Do we all define Microsoft Dynamics CRM in the same way?

– Is the scope of Microsoft Dynamics CRM defined?

Software license Critical Criteria:

Give examples of Software license adoptions and optimize Software license leadership as a key to advancement.

– What are the key elements of your Microsoft Dynamics CRM performance improvement system, including your evaluation, organizational learning, and innovation processes?

– What implementation technologies/resources (e.g., programming languages, development platforms, software licenses) does the provider support?

– Is our software usage in compliance with software license agreements?

Software release life cycle Critical Criteria:

Be clear about Software release life cycle outcomes and display thorough understanding of the Software release life cycle process.

– Think about the functions involved in your Microsoft Dynamics CRM project. what processes flow from these functions?

– Will Microsoft Dynamics CRM deliverables need to be tested and, if so, by whom?

Web service Critical Criteria:

Consult on Web service decisions and probe using an integrated framework to make sure Web service is getting what it needs.

– What are our best practices for minimizing Microsoft Dynamics CRM project risk, while demonstrating incremental value and quick wins throughout the Microsoft Dynamics CRM project lifecycle?

– Do those selected for the Microsoft Dynamics CRM team have a good general understanding of what Microsoft Dynamics CRM is all about?

– Expose its policy engine via web services for use by third-party systems (e.g. provisioning, help desk solutions)?

– How does this standard provide users the ability to access applications and services through web services?

– What is the best strategy going forward for data center disaster recovery?

– What vendors make products that address the Microsoft Dynamics CRM needs?

Windows Live Messenger Critical Criteria:

Drive Windows Live Messenger goals and don’t overlook the obvious.

– Is maximizing Microsoft Dynamics CRM protection the same as minimizing Microsoft Dynamics CRM loss?

– Does our organization need more Microsoft Dynamics CRM education?

Windows Server 2012 Critical Criteria:

Use past Windows Server 2012 outcomes and arbitrate Windows Server 2012 techniques that enhance teamwork and productivity.

– What are your current levels and trends in key measures or indicators of Microsoft Dynamics CRM product and process performance that are important to and directly serve your customers? how do these results compare with the performance of your competitors and other organizations with similar offerings?

– Does Microsoft Dynamics CRM analysis isolate the fundamental causes of problems?


This quick readiness checklist is a selected resource to help you move forward. Learn more about how to achieve comprehensive insights with the Microsoft Dynamics CRM Self Assessment:


Author: Gerard Blokdijk

CEO at The Art of Service | http://theartofservice.com



Gerard is the CEO at The Art of Service. He has been providing information technology insights, talks, tools and products to organizations in a wide range of industries for over 25 years. Gerard is a widely recognized and respected information expert. Gerard founded The Art of Service consulting business in 2000. Gerard has authored numerous published books to date.

External links:

To address the criteria in this checklist, these selected resources are provided for sources of further research and information:

Microsoft Dynamics CRM External links:

Microsoft Dynamics CRM 2016 for Microsoft Office Outlook

How to enable tracing in Microsoft Dynamics CRM

Free Trial: Microsoft Dynamics CRM

.NET Framework External links:

The Microsoft .NET Framework 4.7.1 for Windows 10 …

.NET Core vs .NET Framework: Choosing a Runtime & How …

Active Directory External links:

Connect VSTS account to Azure Active Directory (Azure …

Active Directory – Access & identity – IDaaS | Microsoft Azure

Active Directory – msdn.microsoft.com

Cloud computing External links:

Microsoft Azure Cloud Computing Platform & Services

Customer relationship management External links:

1workforce – Customer Relationship Management …

Customer Relationship Management

Dynamics 365 External links:

Microsoft Dynamics 365 (online and on-premises) …

Microsoft Dynamics 365 – Modernizing Business Process …

Sales Force Automation | Microsoft Dynamics 365

Google Chrome External links:

Google Chrome (@googlechrome) | Twitter

Google Chrome – Free Download

Java and Google Chrome Browser

Independent software vendor External links:

ISV (independent software vendor) – Gartner IT Glossary

Independent Software Vendor Partner Program | …

Independent Software Vendor (ISV) Partners | Five9

Internet Explorer External links:

Internet Explorer 11 is the latest version of Microsoft’s default browser. It provides all standard features that you’d want in a Web browser, while giving

Which version of Internet Explorer am I using? – Windows Help

Download Adblock for Internet Explorer – Simple Adblock

Internet Information Services External links:

How to: Install Microsoft Internet Information Services

How to: Enable Internet Information Services (IIS)

KSHSAA – Microsoft Internet Information Services 8

Microsoft Dynamics External links:

Microsoft Dynamics NAV Overview | Microsoft Dynamics

Microsoft Dynamics Learning Portal

– Microsoft Dynamics

Microsoft Most Valuable Professional External links:

Microsoft Most Valuable Professional | Southeast Asia …

Microsoft Office Communicator External links:

Microsoft Office Communicator Web Access – Avaya

Microsoft Office Communicator 2007 is an official add-on from Microsoft that is designed to allow better collaboration and communications between several

Microsoft Office Communicator Web Access – West Virginia

Microsoft Online Services External links:

Configuring Outlook for Microsoft Online Services (MSO)

Download Microsoft Online Services Sign-In Assistant …

Microsoft Online Services

Operating system External links:

KAR Management Operating System (MOS) – Login

nCino Bank Operating System

Find Out Which Operating System Is on My Computer …

Oracle Corporation External links:

Oracle Corporation (ORCL) Pre-Market Trading – NASDAQ.com

ORCL Key Statistics | Oracle Corporation Stock – Yahoo

ORCL Analysis & News – Oracle Corporation | Seeking Alpha

SharePoint 2010 External links:

SharePoint 2010 | anothersharepointblog

Change page title in SharePoint 2010 – Stack Exchange

Siebel Systems External links:

(SIEBEL SYSTEMS) Press Releases – NASDAQ.com

[PDF]Siebel Systems, Inc. Code of Conduct – EthicsPoint

SAP Sues Siebel Systems, Alleging ‘Predatory Hiring’ – …

Software categories External links:

Software Categories

Software Categories | Support Center

NCH Software Categories for Windows, Mac, Android & iOS

Software developer External links:

Software Developer | CyberGrants

Job Posting: Software Developer – DiscoverLink e-learning

Software Developer | Internal Revenue Service

Software license External links:

Legal – Software License Agreements – Apple

[PDF]2016 Drake Software License and Non-Disclosure …

QuickBooks Terms of Service & Software License …

Software release life cycle External links:

Software Release Life Cycle – Quora

Lyrics containing the term: software release life cycle
https://www.lyrics.com/lyrics/software release life cycle

Skill Pages – Software release life cycle | Dice.com

Web service External links:

HOW TO: Pass Current Credentials to an ASP.NET Web Service

HOW TO: Write a Simple Web Service by Using Visual C# .NET

Amazon.com – Marketplace Web Service

Windows Live Messenger External links:

Previously known as MSN Messenger, Windows Live Messenger is Microsoft’s answer to instant messaging. While largely the same as its predecessor, Windows Live

How to: Sign In to Windows Live Messenger

Windows Live Messenger (Windows) – Download

Windows Server 2012 External links:

Server Hardening – Windows Server 2012, WS2012, …