An evaluation engagement that sets up a trial instance of Dynamics 365 for Customer Engagement with your data.
This limited implementation is designed to evaluate if Dynamics 365 for Customer Engagement (Sales, Customer Service, Field Service, and Project Automation) is right for your organization.
We set up the software with some of your sample data so you can see how the system will work for you.
This Proof of Concept implementation can be expanded to your production environment.
Kick-Off meeting with you, review of your functional processes, and a discussion on licensing.
Provisioning of the Dynamics 365 environment and import of your sample data.
Initial walkthrough of Dynamics 365 and discussion on customizations and any special requirements from you.
Incorporation of customizations and special requirements into Dynamics 365.
Final walkthrough with you, Proof of Concept closure, and planning of next steps.