Dynamics 365 CI for Distributors - 10-Day POC

Sikich, LLP.

Customer Insights 10 Day Proof of Concept for Distributors

Bring your data together with Customer Insights See all your important customer data in a single platform. Sales Transactions, Customer Order Volume, Inventory Levels, Market Trends, Buying Behaviors, Social Awareness, and more. This data can be enhanced, matched, and stored securely in the Microsoft Dynamics 365 Customer Insights platform. Sikich draws on its industry expertise to assess your data sets, identify the top priority sources that make the most impact, and include additional third-party data sets for enrichment of the unified customer profiles. Sources include CRM systems, ERP systems, Distribution systems, databases, social media platforms and custom-built applications.

Distributor Insights Exclusively within this offering, Sikich offers a unique view into your customers through Customer Insights for Distributors. We will validate and normalize your customer information to provide clear and consistent view of your customers across all your datasets, then connect Power BI to the Customer Insights instance and provide a dashboard. These dashboard gives a look into the relevant measures related to your distribution business.

Services Provided: All services included in the Assessment plus: Initial configuration of Sandbox and Production environment Connectivity of up to 2 data sources, using connectors native to Customer Insights Unify (Map, Match, Merge) data sources into Customer 360 profiles Create up to 2 profile segments in line with business objectives Measures & Customer Attributes established for your Customer Profiles (limit 4) Power BI dashboard of distribution related insights Recommendation report on next steps for additional value

Deliverables: Working POC on Trial Instance ½ Day Overview Training ½ Day Post Review Workshop Roadmap for other data sources, segments, and measures. Recommended next steps.

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