Want to boost your business growth and improve productivity? Our Dynamics 365 Custom Implementation offers a personalized solution that includes data migration, contact and opportunity configuration, custom Power BI reporting, and functional and technical training for all your employees—experience faster success with a tailored Dynamics 365 solution that fits your unique needs.
Agenda
During our Dynamics 365 Custom Implementation, we will cover the following:
- Gain insight into the current technology usage by the executive and leadership team.
- Connect with team members within the organization to identify business objectives, areas for improvement, desired changes, and ultimate business goals
- Identify inefficiencies and potential technology risks.
- Identify modules needed for a new solution.
- New custom solution review and approval.
- Assess how reporting can be tailored to meet your business needs.
- Licensing and costs associated with upgrading to Dynamics 365.
Deliverables
- A custom implementation to meet your specific process needs.
- Functional scope of implementation.
- A delivery plan including resources and costs.
- Set up Dynamics 365: Customer Support, Sales, or Marketing.
- Functional training: 2 sessions of 1 hr. each.
- Technical training: 1 session of 1.5 hr.
- Supplemental 3rd part components and integration options.
- Data migration requirements
- Post Go-Live Strategy.
- Power BI and Reporting.
- You will be up and running in 4-6 weeks.
