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Financials: 2-Day Assessment

Bond Consulting Services

An onsite engagement to evaluate your business needs and determine how Dynamics 365 for Financials can help you manage your finances, increase sales, and streamline your operations.

Dynamics 365 for Financials is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business. Signing up is easy, and you can migrate existing business data from your legacy system.

Bond Consulting Services will evaluate your business needs and determine how Dynamics 365 for Financials can help you manage your finances, increase sales, and streamline your operations, whether you’re in the office or on the go.

This 2-day assessment consists of an interactive onsite, or remote, discussion to gain insight of your organization to ensure business success for today and tomorrow

Agenda

  • Meet with key members of your organization to discuss internal business processes and critical system requirements
  • Document current system challenges and key requirements
  • Identify high-level opportunities for system improvements
  • Define key system objectives of your organization
  • Deliver a high-level plan to implement Dynamics 365 for Financials
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