Do you have Dynamics 365 (Sales, Marketing or Customer Service)? Are you looking to get more out of the system and make sure everything is set up correctly? This is where our Dynamics 365 Healthcheck comes in.
Signs you need a D365 Healthcheck
- You are not sure you are getting the most out of D365 or using the full range of functionality?
- Your processes have moved on and no longer match up with your CRM
- You are unsure about your environments, data and licensing setup
Dynamics 365 Healtcheck
One of our Microsoft certified Dynamics 365 consultants will take you through our full review and healthcheck process. We will review your full setup and approach to design a roadmap to success for Dynamics 365 to deliver better value for your business.
Our review covers:
- A licensing and capacity analysis
- D365 environment strategy and Power Platform approach
- A review of your data governance and security approach
- A review of your processes vs functionality available
Our review is a 3 to 5 day consultancy exercise where our expert consultants carry out a proven methodology to quickly get you a roadmap for success. The number of days required depends on the complexity of your Dynamics 365 setup.
At the end of the review process, you will be presented with our findings report and roadmap. This will highlight any issues and opportunities identified for improvements across your system. These are rated as short, medium and long term recommendations.