Migration to Dynamics 365: 3-Hr Assessment

Wipfli LLP

*An engagement to evaluate your current readiness level and scope of work for migrating from an existing, on-premises, Dynamics CRM implementation to the Dynamics 365.*

Wipfli has great experience helping Dynamics CRM on prem users migrate to the cloud and Dynamics 365. We offer a unique and efficient strategy to migrate your on-premises Dynamics CRM implementation to the Dynamics 365 Online offering. It is tailored to your business needs, budget, and timeline. ### Agenda * Review of core processes and current business challenges * Analysis of existing system configuration, processes, business rules, and plug-ins * Evaluate your company's usage of Dynamics CRM * Review application usage and license requirements * Detailed discussion of considerations when going from on-premises to online ### Deliverables * A proposal for your upgrade that includes an estimated implementation timeline and cost to implement Dynamics 365 CRM in transition from Dynamics CRM on prem **Note** This session is for Business Leaders, IT, and Sales Managers.
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