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

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

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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

Copilot Studio

June 1, 2024

Microsoft Build 2024: A Look at the Important Announcements

Let’s dive deeper and explore the key takeaways from Microsoft Build 2024! We’ll cover the key updates to Microsoft Copilot Studio and Power Platform in this blog.

Microsoft Snowflake Partnership

May 31, 2024

Microsoft and Snowflake: New Partnerships For Seamless Data Experience!

Microsoft announced its expansion to their partnership with Snowflake during the Build Conference 2024. This collaboration promises to revolutionize data management by offering seamless bi-directional data access and a commitment to open standards. OneLake, the cornerstone of Fabric, shines even brighter with this partnership. As a single, unified, Software-as-a-Service (SaaS) open data foundation, OneLake empowers

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. Let’s take a look at what’s in store with the Microsoft Power Platform in the coming months!

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