Dynamics 365 Professional Services: 2-Hr Briefing

Using our knowledge of Dynamics 365 and over 20 years of Professional Services working with leading Legal firms, accountants, auditors, and estate agents. We build solutions that deliver for your organization to support all your stakeholders with intuitive portals, websites, and processes.

Dynamics 365 has two solutions to support Professional Services; Customer Engagement, and Project Service Automation.

Dynamics 365 Customer Engagement is Microsoft’s CRM solution that offers advanced capability to manage customers and prospects and to manage cases and customer service.

Dynamics 365 Project Service Automation allows you to run your project-based business more productively by bringing people, processes, and automation together through a unified experience. It provides you with a real-time view of your available resources and easy project reporting.

Our demo and briefing will highlight the key functionality available from Dynamics 365 and demonstrate the areas relevant to your organisation.

We are the chosen delivery partner for Rathbones, Willis Towers Watson, Capita, Johnston Carmichael, and more.

We will reach out in advance to gather your requirements to tailor the session.

Agenda

We will then arrange the demo and briefing, either on Skype or face-to-face, that covers:

• An overview of the capability available
• A demonstration of the key areas that are relevant to your organisation
• An overview of the wider capability available from the Microsoft platform that supports Dynamics 365, such as Azure and Office 365
• Relevant case studies of similar businesses and use cases
• Discussion of your business’ requirements and current situation

Deliverables

Based on the information discussed in the session you will have a high-level understanding of the solutions available, costs, and potential timeline for your move to Dynamics 365.

Note

The above approach is an example and the demo and briefing will be tailored to suit your requirements.