Migration to Dynamics 365: 4-Hr Assessment

Upgrade Your Business

By moving to Dynamics 365 online with the Sales and Customer Service business applications, you will ensure your data is always protected and the system is up to date. This enables your sales and service teams to be more productive and have the latest technology available.

We will spend up to four hours with your team and provide you with a scope, schedule, and budget for your upgrade from Dynamics CRM/365 Customer Engagement on-premise to Dynamics 365 Sales and/or Customer Service online. We will upgrade your environment directly to the cloud Dynamics 365 modules depending on the modules in your on-premise environment.

Agenda

• Meet with the leadership to understand and define key sales and/or customer service processes and system requirements
• Discuss the migration path, outcome expectations, and roles
• Prepare an outlined schedule and budget based on your businesses needs to upgrade to Dynamics 365 Sales and/or Customer Service online

Deliverable

Provide a full scope, schedule and budget for your business to migrate your outdated systems to Dynamics 365 Sales and/or Customer Service online.

Dealing with outdated systems, no support, or losing your competitive advantage?

Don’t let technology incompatibilities, lack of mobility, or usability hold you back. As Dynamics 365 experts, Covenant Technology Partners keeps your sales processes up-to-date to stay competitive in today’s fast-paced digital marketplace. Upgrade from any on-premises solution to Dynamics 365 Sales and/or Customer Service with this time and cost-saving solution.