Looking to make a seamless transition from your current CRM system to Dynamics 365? As a Microsoft Partner with over 20 years of experience, we ensure a smooth and hassle-free transition, allowing you to unlock the full potential of Dynamics 365.
Say goodbye to the limitations of your current CRM and hello to a new era of efficiency and productivity. You'll gain access to advanced features like automation, advanced analytics, and enhanced collaboration, allowing you to optimize your business processes and streamline workflows.
Our approach involves three main steps:
- Connect: We engage with your organization's team members to gain insights into their business objectives, areas for improvement, and end goals to determine the most appropriate migration strategy.
- Analyze: Our team comprehensively analyzes your current IT landscape and solution to identify the most effective approach for migrating to the Microsoft platform. We evaluate compatibility, data integrity, and system performance to ensure a seamless migration.
- Assess: We provide detailed insights into licensing and costs associated with upgrading to Dynamics 365, helping you to make informed decisions on the most cost-effective migration strategy.
Deliverables
- Provide a full scope of implementation, schedule, resources, and budget.
- Initial data migration from existing CRM to Dynamics 365 Sales and/or Customer Service online of up to 5 entities/tables, such as contacts, leads, opportunities, etc.
- Functional training: 2 sessions of 1 hr. each.
- Technical training: 1 session of 1.5 hr.
- Supplemental 3rd part components and integration options.
- Post Go-Live Strategy.
- Power BI and Reporting.
- You will be up and running in 4-5 weeks.
