Dynamics 365 Customer Engagement Assessment

Our Customer Engagement Assessment is a comprehensive service designed for organizations seeking to optimize their use of the Dynamics 365 platform. This service aims to transform your organization into a customer-centric entity by leveraging the full potential of the Dynamics and Microsoft ecosystem.

Features: • Future-Proof Roadmap: We provide a roadmap that focuses on the short, mid, and long-term growth of your organization. This roadmap is designed to be future proof, ensuring your organization stays ahead of the curve. • Process Analysis: Our assessment involves in-depth intakes and analysis of customer-facing processes. We challenge your organization to think about current challenges and encourage out-of-the-box thinking for further growth. • Expertise and Best Practices: Leveraging our expertise, we challenge organizations with use-cases and best practices in the Dynamics 365 ecosystem.

Benefits: • 360° View on Customers: Our assessment helps organizations regain a comprehensive view of their customers, addressing the common challenge of scattered data and communication. • Efficiency: We aim to eliminate repetitive manual tasks and improve the efficiency of your customer engagement platform. • Unified Communication: Our assessment promotes unified communication between marketing, sales, and service departments.

Deliverables: • Future proof Roadmap: A detailed plan outlining the steps your organization needs to take to become more customer centric. • Specific Business Outcomes and Benefits: A clear understanding of the specific outcomes and benefits that can be achieved through the implementation of our roadmap. • Prioritization of Topics: Guidance on which topics should be prioritized for your organization to achieve its goals.

Our Customer Engagement Assessment is more than just a service; it’s a partnership aimed at driving your organization’s growth and success in the customer-centric world.

Related Consulting services: • Customer Engagement Kickstart • Move to Dynamics 365 Cloud

10. Associated technologies • Dynamics 365 Sales • Dynamics 365 Customer Service • Dynamics 365 Field Service • Dynamics 365 Customer Insights • Microsoft Power Platform • Microsoft Power BI • Microsoft Copilot • Microsoft 365