Microsoft Dynamics CRM to Dynamics 365 Sales Migration: 2 Day Workshop and AIM Assessment

Making the move from your on-premise Microsoft Dynamics CRM solution will be the most important technology decision you should make over the next 6 to 18 months.

Sikich has a well-defined approach leveraging a combination of Sikich’s 25 plus years of Microsoft Dynamics experience and Microsoft’s AIM (Accelerate Innovate and Move) Assessment. Our experts will work jointly with you to develop a plan for the migration.

Objectives:

• An assessment is the first step on your cloud journey, which will help to:
• Understand the benefits of moving to the Microsoft Dynamics 365 Cloud
• Review business objectives and the Dynamics 365 platform benefits
• Define how the upgrade process can be structured with a focus on adopting standards and reducing effort and costs
• Plan for either a more detailed migration analysis or execute your migration project

Assessment Components:

• Functional Evaluation - The functional assessment examines your current business processes and determines how you might most benefit from the new capabilities and enhancements available in Dynamics 365 cloud.
• Technical Evaluation - During the technical assessment, the Sikich identifies the current technical architecture and evaluates different modernization options.
• Recommendation and Next Steps

Timeline: This process will take 1-to-2-day workshop to complete in conjunction with the end client. Sikich will then prepare recommendation and next steps as a follow up to this workshop.