https://store-images.s-microsoft.com/image/apps.32670.f7f5e79e-830f-44ad-a7ed-cbb103db524e.1f954d69-9002-4daa-95eb-82dd3baa1baa.a8c82a40-150e-44ed-a82d-b7c766948124

CRM Performance Analysis: 10-Day Assessment

MTC

This engagement is designed with a view to help you identify performance issues related to your Dynamics CRM implementation and provide a roadmap for their fixes.

MTC will conduct an in-depth performance analysis of your environment to identify the root causes of performance issues and provide a solutions roadmap for resolving them. By the end of the performance analysis, you will get a clear understanding on the various factors affecting your CRM performance and the ways to monitor and control them.

The assessment involves the following process:

  • Analyze current business processes for any deviations or scope for optimization.
  • Review existing configuration including JavaScripts, plug-ins, workflows, etc., for optimization.
  • Data quality audit, review data quality of both company and contact records in the CRM system.
  • Review current deployment practices and issues for overhauling with industry best practices.
  • CRM reporting audit and recommendations on performance improvement.
  • Provide functional and technical recommendations roadmap.

Agenda

Week 1

  • Analyze current business process
  • Review existing configuration
  • Review current deployment practices
  • Data quality audit
  • CRM reporting audit

Week 2

  • Prepare requirements matrix
  • Prioritize requirements
  • Prepare technical recommendations document
  • Develop roadmap
  • Assist team in roadmap implementation

Note

  • Management Technology Consulting (MTC) is a US headquartered LLC, dedicated exclusively to Microsoft Dynamics 365 / CRM professional services and outsourcing with heavy engineering expertise.
  • MTC is built on optimized delivery technology and globally preferred cost center operations to deliver high-quality superior-value rapidly to all markets around the globe 24 hours a day.

At a glance

https://store-images.s-microsoft.com/image/apps.51180.f7f5e79e-830f-44ad-a7ed-cbb103db524e.1f954d69-9002-4daa-95eb-82dd3baa1baa.ff9e15dc-476e-4f03-aac8-2c0ab3892e55
https://store-images.s-microsoft.com/image/apps.28902.f7f5e79e-830f-44ad-a7ed-cbb103db524e.1f954d69-9002-4daa-95eb-82dd3baa1baa.05b49e14-197b-4067-9303-2aa1428547c2
https://store-images.s-microsoft.com/image/apps.16779.f7f5e79e-830f-44ad-a7ed-cbb103db524e.1f954d69-9002-4daa-95eb-82dd3baa1baa.b3fc38e5-cbc1-4730-a0a9-656d65ce633e