Dynamics 365 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.

Deliverables

  • Provisioning of Dynamics 365 Sales, Customer Service, Field Service and Project Service Modules
  • Import of limited set of data
  • Basic setup and configuration so that you can use the system to process test transactions and assess functionality for your needs.
  • 2 hours of training

Agenda

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.

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 customer engagement solution?

Let us streamline your processess to focus on what matters most: sales and customer engagement.

Work With Us