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.


  • 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


  • 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


This session is for Business Leaders, IT, and Sales Managers.

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