Upgrade to Dynamics CRM Online: 1-Wk Assessment

MCA Connect

A 1-week in-depth review of your Dynamics CRM on-premises deployment to assess if it is ready to upgrade to the cloud.

This 1-week consulting engagement is designed to help customers understand and evaluate their options for upgrading their existing Dynamics CRM deployment to Dynamics 365 for Customer Engagement.

During this assessment, MCA Connect’s Dynamics CRM experts will engage with your company to perform the following set of tasks:

  • Review your company’s existing business processes
  • Evaluate your company’s usage of Dynamics CRM to better understand what modules and application functionality are leveraged to run your business
  • Perform an audit to understand application usage and licensing requirements
  • Review and understand functionality provided by any 3rd party Independent Software Vendor (ISV)


  • A comprehensive report detailing your options for upgrading your existing deployment
  • A roadmap for your upgrade that will include estimated timelines, budget estimates, recommendations on ISV’s and customizations, and an overall project plan


Price includes assessment up to 60 hours, which covers most small to mid-sized businesses.

At a glance
Other consulting services from MCA Connect
Discover Your Data: 2-Day WorkshopMCA Connect
Not sure how to properly organize or model your data to put into Power BI? Let MCA Connect help.
NaN out of 5
Customer Insights-in-a Day: 3-Day WorkshopMCA Connect
Join us for a 3-day workshop learning how to use Customer Insights and how it can benefit your business. This workshop can be conducted on-site or virtually.
NaN out of 5
Build Three Power BI Dashboards: 3-Day WorkshopMCA Connect
Learn how to build 3 Power BI dashboards during our 3-day workshop.
NaN out of 5
Sales & Operations Planning: 2-Week AssessmentMCA Connect
During this 2 week assessment, we'll take you through five phases of alignment, discovery, process design, deployment, and monitoring to help you achieve your S&OP objectives.
NaN out of 5
Operations Development: 3-Day WorkshopMCA Connect
A 3-day in-depth training course on developing application extensions in Dynamics 365 for Operations, Enterprise Edition.
NaN out of 5