Dynamics 365 Health Check: 2-Wk Assessment

Wipfli will perform a review of your current Dynamics environment to maximize performance, increase collaboration, and streamline processes.

Agenda

Week 1

• Organizational process review with key stakeholders
• KPI and industry benchmark analysis
• Interviews with relevant users
• Analysis of existing system configuration, processes, business rules, custom code, and integrations
• Data usage analysis

Week 2

• Document technical findings & prioritized improvement recommendations
• Gap analysis
• Develop business road map to implement recommendations
• Formal presentation of findings

Deliverables

• Report of technical and functional findings and improvement recommendations
• Data usage findings
• Evaluation of infrastructure health
• Business road map to implement changes

You will also gain a comprehensive overview of how to:

• Align customer relationship and experience processes with organizational strategies and goals
• Accelerate organizational growth by focusing on customer relationship and experience process optimization
• Access domain expertise and industry best practice analysis, deliverables, and outcomes

Note

This session is for Business Leaders, IT, and Sales Managers.