Dynamics 365 Sales: 3-day Assessment Sprint

Assessment Sprint of your potential Dynamics 365 Sales implementation.

In this 3-day assessment Xperity will create a list of requirements and roadmap for the implementation of Microsoft Dynamics 365 Sales. We will review your current way of working and plan the process for moving it across to Dynamics 365 Sales.

Our assessment will include:

Full demonstration of Dynamics 365 Sales, you learn how to create accounts, contacts, leads and opportunities How Dynamics 365 Sales can help the sales teams How Dynamics 365 Sales integrates to Outlook and Teams

Our consultants are experts in Dynamics CE, we have worked with Dynamics Sales for over 10 years and still deliver excellent implementations today. We understand how to translate what works well in Dynamics 365 Sales compared to how the company works today.

It is important when engaging on an Assessment Sprint to not just replicate what you have done previously, but to enhance it, we will partner with you to maximise your return-on-investment and the value Dynamics 365 Sales solutions bring to your business.

Agenda Setup demo envirionment specifically for the customer Workshop 1, covering Accounts, Contacts and activities including the integration to Outlook Workshop 2, covering Leads and Opportunities including the integration to Sharepoint Assessment of business challenges Identify solution approach The assessment will be conducted by a senior consultant in-person at your business

Deliverable Following the assessment, we will send you a proposal detailing a full implementation that includes:

Plan for the implementation of Dynamics 365 Sales Cost evaluation Recommendations for making the most of the Power Platform Identification of any opportunities to increase business value Analysis of feature gaps or necessary workarounds