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

– Discovery and analysis of the your current Sales system environment
– Creation of a detailed plan to highlight overall migration/implementation process, customizations, data migration and integration.

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Our Customer Stories

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

VNB assisted a Canadian fitness brand move from a legacy CRM (Maximizer) to Dynamics 365 to improve customer service.

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Upgrade From Dynamics CRM 2013 To Dynamics 365 Sales For A Manufacturer

VNB assisted a global manufacturer upgrade its Dynamics CRM 2013 to latest Dynamics 365 Sales to improve sales processes.

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