Dynamics 365 Adoption Advisory: 3-Day Assessment

This assessment will help your business owners visualise what might be holding you back from realising your optimum return on investment, and why.

We bring a proven process we've used to help organisations improve their use of and advantage gained from Microsoft Dynamics 365 - ultimately, the return on their investment. Our consultants bring seniority and experience of successful CRM projects across diverse teams and industries.

Guided by your strategic business context and objectives, we will review how Dynamics 365 is working for you in terms of:

• The everyday coalface - your users' interactions and experience, and
• The solution level, and any technical issues, barriers, or shortcomings

This assessment includes our experts spending two days with your team - onsite or remotely, according to your preference (though we recommend being onsite).

Agenda

Day 1: Discovery - People

Sitting with, interviewing, and observing key Dynamics 365 users and stakeholders to gather insights and feedback on what's working well, and what's not working so well - grounding this in the context of your business goals and objectives.

Day 2: Discovery - Technical

Analysis of the current solution configuration in light of Day 1's feedback from the business, and technical analysis of the solution where it's appropriate and useful.

Day 3: Digest and Document

Our expert Consultant will digest the information gleaned, and collaborate with our wider team of experts to agree the next best actions for you to drive adoption improvements, and to document the findings for your business.

Deliverable:

You will receive an Advisory Report outlining the insights gathered from our engagement with your people and solution, including advice and recommendations on how to drive adoption and engagement and bridge the gap to realising your business goals and objectives.