Synoptek Dynamics 365 Customer Engagement (CRM): 3-Wk Assessment


Leverage Synoptek’s certified Dynamics 365 Customer Engagement (CRM) experts to identify the next steps for your CRM implementation.

Synoptek’s Dynamics 365 Customer Engagement (CRM) assessment involves a thorough evaluation of existing business processes and workflows, ensuring that the implementation aligns with the unique needs of the business, resulting in improved efficiency, better customer experience, more accurate data, cost savings, and better alignment with business goals.

Some of the major CRM Assessment goals are:

  • Define project scope, identify the impact, and set priorities
  • Clarify management roles in sponsorship
  • Assess the current business operations and scenarios
  • Identify benchmark statistics to measure the success of implementation
  • Assemble an in-detailed design and estimate

During the Business Process Assessment, Synoptek will identify and document the impact of this project on your business including cultural impacts, productivity improvements, and risks. Understanding the business impacts allows us to plan for a successful implementation of Microsoft Dynamics 365 CRM.   We will also identify additional success criteria at the departments and individual level.    

The 3-week Dynamics 365 CRM Assessment includes following sessions:

1. Business Process Analysis session

2. Data Migration session

3. Data Integration session

Key Deliverables:

  • Business Process Assessment (BPA) document 
  • Appropriate business process flows/maps
  • Assessment of the impact of Dynamics 365 CRM and associated business management systems
  • A high-level strategy for migrating current data to a new system.
  • Project plan/cost estimate

At a glance