Need a custom Dynamics 365 customer engagement solution?
Let us streamline your processess to focus on what matters most: sales and customer engagement.
An evaluation engagement that sets up a trial instance of Dynamics 365 Customer Engagement with your data.
This limited implementation is designed to evaluate if Dynamics 365 for Customer Engagement (Sales, Customer Service, Field Service, and Project Automation) is right for your organization. We will set up Dynamics 365 with some of your sample data and business processes so you can see how the system will work for you. This Proof-of-Concept implementation can be expanded to your production environment.
Day 1
Kick-Off meeting with you, review of your functional processes, and a discussion on licensing.
Day 2
Provisioning of the Dynamics 365 environment and import of your sample data.
Day 3
Initial walkthrough of Dynamics 365 and discussion on customizations and any special requirements from you.
Day 4
Incorporation of customizations and special requirements into Dynamics 365.
Day 5
Final walkthrough with you, Proof of Concept closure, and planning of next steps.
VNB Consulting assisted a Power and Utilities organization to consolidate multiple CRMs into a single Dynamics 365 CE environment
VIEW DETAILSVNB Consulting assisted a Canadian fitness brand move from a legacy CRM (Maximizer) to Dynamics 365
VIEW DETAILSLet us streamline your processess to focus on what matters most: sales and customer engagement.