Dynamics 365 Sales – 2-Day Assessment

An evaluation of your current processes that results in a detailed plan for Dynamics 365 for Sales deployment.

This 2-day Dynamics 365 for sales assessment is held on-site at your facility. The engagement will include meetings with the clients of your Sales processes, as well as IT stakeholders.

Deliverables

  • Clear visibility into a Dynamics 365 for Sales implementation for your business processes.
  • Discovery, Analysis, and Migration/Implementation Plan.

Agenda

Day 1
Discovery and analysis of your current Sales system environment

Day 2
Creation of a detailed plan to highlight overall migration/implementation process, customizations, data migration and integration.

Our Customer Stories

Power and Utilities Organization Consolidate Multiple CRMs to Target New Markets

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dynamics 365 customer engagement plan solution vnb consulting

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Need a custom Dynamics 365 For Sales assessment?

We're experts in Dynamics 365 and could provide you with an effective implementation plan.

Work With Us

An evaluation of your current processes that results in a detailed plan for Dynamics 365 for Sales deployment.

This 2-day Dynamics 365 for sales assessment is held on-site at your facility. The engagement will include meetings with the clients of your Sales processes, as well as IT stakeholders.

Deliverables

  • Clear visibility into a Dynamics 365 for Sales implementation for your business processes.
  • Discovery, Analysis, and Migration/Implementation Plan.

Agenda

Day 1
Discovery and analysis of your current Sales system environment

Day 2
Creation of a detailed plan to highlight overall migration/implementation process, customizations, data migration and integration.

Our Customer Stories

Power and Utilities Organization Consolidate Multiple CRMs to Target New Markets

VNB Consulting assisted a Power and Utilities organization to consolidate multiple CRMs into a single Dynamics 365 CE environment

VIEW DETAILS
dynamics 365 customer engagement plan solution vnb consulting

Migration From A Legacy CRM (Maximizer) To Dynamics 365 Services For A Fitness Brand In Canada

VNB Consulting assisted a Canadian fitness brand move from a legacy CRM (Maximizer) to Dynamics 365

VIEW DETAILS

Latest Posts

BizTalk to Azure Migration | BizTalk Experts | BizTalk Consultants

July 1, 2025

Why You Should Migrate from BizTalk Server to Azure?

For decades, Microsoft BizTalk Server has been a reliable workhorse for enterprise integration, helping organizations with their complex data flow and critical business processes. As digital transformation accelerates and cloud-first strategies become the new normal, organizations are re-evaluating their legacy infrastructure. The demands for greater agility, enhanced scalability, reduced operational overhead, and robust cloud capabilities

Power Up Your Reports Using the DAX Window Function in Power BI

June 24, 2025

Improving Performance and Simplifying Logic with the DAX Window Function in Power BI

In this blog, we’ll walk through a real-world problem that many teams working with Power BI face, how the Window function addresses it, and share a practical example of how you can apply this function directly to your reports. In Power BI, calculating moving averages, running totals, or value comparisons is a common but complex

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Need a custom Dynamics 365 For Sales assessment?

We're experts in Dynamics 365 and could provide you with an effective implementation plan.

Work With Us