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

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

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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

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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

Microsoft Power Platform 2024 Release Wave 1 Updates

February 5, 2024

Microsoft Power Platform 2024: Release Wave 1 Plan Announcement

Microsoft announced the 2024 Release Wave 1 plans for Microsoft Power Platform and Microsoft Dynamics 365. This details the features and enhancements scheduled for rollout from April 2024 to September 2024. In the release plan, Microsoft reveals lot of new upcoming features that are planned to be released during the timeframe. Their aim is to

Snowflake Cloud Data Platform

February 8, 2024

Snowflake 101: Why Choose Snowflake Cloud Data Platform for your Business?

This blog is the first in the series of articles on Snowflake. In this blog, let’s take a look at the basics of Snowflake Cloud Data Platform and why businesses should choose Snowflake for managing their data. What is Snowflake Cloud Data Platform? Snowflake Cloud Data Platform is a cloud-based data warehousing platform that helps

Perform incremental load in data pipelines

January 8, 2024

Create Pipelines to Perform Incremental Load from Warehouse to Lakehouse

In the last few blogs in the Data Factory series using Fabric, we learnt how to interact with data pipelines and Data flows in Data Factory. In this blog, let us continue to explore a little more deeper. We will see a new concept on how to do the incremental load in data pipelines, load

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