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.



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


– 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.

Register Now

    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

    Our Customer Stories

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

    dynamics 365 sales vs customer service vnb consulting

    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.


    Latest Posts


    March 6, 2023

    Inflation Analysis using Power BI

    VNB talks about how to use Power BI to analyze inflation using some of its key features. Power BI is a powerful data visualization tool that has recently been updated to assist users in analyzing inflation data.

    December 14, 2022

    App in a Day Lab Pre-requisites

    Apps in a day training provides practical hands-on experience with VNB Consulting Services who specializes in creating Power Apps solutions in a full-day of instructor-led App creation workshop.

    VNB Microsoft Purview power bi

    November 10, 2022

    Microsoft Purview Data loss prevention for Power BI

    VNB talks about the new Microsoft Purview for power bi, an upgraded, unified data governance solution. The system facilitates businesses to define and apply DLP policies for sensitive content.