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.


– 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



– 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.


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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.

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    Our Customer Stories

    Power and Utilities Organization Consolidate Multiple CRMs to Target New Markets

    VNB assisted a Power and Utilities Organization Consolidate Multiple CRMs into One Dynamics 365 CE to Target New Markets

    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.


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