Dynamics CRM to 365 Upgrade: 1-Day Assessment

Our proven upgrade readiness assessment involves a comprehensive review of your business to create a plan for Dynamics 365. We will explore how you currently use Dynamics CRM, where you could benefit from new capability, and how to take advantage of the wider benefits of the Microsoft Cloud.

Microsoft’s flagship CRM offering is Dynamics 365 for Customer Engagement. This is a package that includes access to many different solutions that all share the same technology and platform. This is effectively three modules of the same CRM tool designed for different roles and a number of supporting solutions. All of the solutions sit on the customer engagement platform, using the same database and they share much of the same functionality.

Agenda

During our one-day Assessment we will cover:

• Understand business, processes, and current systems
• Demo and briefing of Dynamics 365 Customer Engagement
• Customisations and interfaces review
• Upgrade project approach and scope

Deliverable

Upgrade Readiness Assessment report:

At the end of the assessment, we prepare a full report proposing an appropriate solution that meets your business needs. The report includes an implementation timeline, resource plan, licencing implications, and implementation costs to upgrade to Dynamics 365.

Note

The above approach is an example and the assessment will be tailored to suit your exact requirements and is flexible to your needs.