Dynamics 365 CE Health Check 10-Day Assessment

Agenda

Solution design

• We will assess the Dynamics 365 Customer Engagement deployment to identify how well it supports your business strategy including how processes are supported and if Dynamics 365 Customer Engagement capabilities are used properly and efficiently.

Technical design and management

• We will assess the technical design and internal management of your Dynamics 365 Customer Engagement solution, and identify any risks (update readiness), issues, and opportunities.

System integration

• We will assess your system integrations (i.e. ERP, SharePoint, Office 365, Web Portal) with Dynamics 365 Customer Engagement, and identify any issues and areas of improvement.

Security

• We will assess your Dynamics 365 Customer Engagement security settings, security roles, field security profiles and data audit settings.

User acceptance and adoption

• We will assess your users understanding of what the solution can offer and how well they apply it to their role and analyze metrics from the Organization Insights Dashboard.

Data quality

• We will assess the quality of your data and analyze the effectiveness of your master data management.

Deliverables

Summary of findings

• Dynamics 365 Customer Engagement Heath Check report with key findings

Quick wins

• Identify easy to implement system improvements

Roadmap

• A plan of short and long-term options to improve the system