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Dynamics 365 Success Plan: 1-Day Workshop
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Our experts will meet with your team to discuss Dynamics 365 Customer Engagement implementation best practices & strategy. We will assess and help you evaluate your path to a successful implementation. The agenda is to identify sales and customer service processes, assess application needs, and perform high-level system mapping.
Deliverables and Outcomes: You will walk away with a deliverable report recommending the implementation approach, budget, and timelines. Agenda: Introduction- Current Situation
- Proposed Solution
- Risks / Management Commitment
- Timeline and Estimated Costs
- Business Needs
- Current Technologies
- Process Inventory
- Business Entity Model
- Implementation Approach
- Technical Architecture Approach
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