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Dynamics 365 for Sales Health Check

Wipfli, LLP.

This engagement explores how to get the most value out of your Dynamics 365 Implementation

Wipfli will perform a review of your current Dynamics environment to maximize performance, increase collaboration, and streamline processes.

Agenda

Week 1

  • Organizational process review with key stakeholders
  • KPI and industry benchmark analysis
  • Interviews with relevant users
  • Analysis of existing system configuration, Processes, Business Rules, Custom Code, and Integrations
  • Data usage analysis

Week 2

  • Document technical findings & prioritized improvement recommendations
  • Gap Analysis
  • Develop business road map to implement recommendations
  • Formal presentation of findings

Deliverables

  • Report of technical and functional findings and improvement recommendations
  • Data usage findings
  • Evaluation of infrastructure health
  • Business road map to implement changes

You will also gain a comprehensive overview of how to:

  • Align customer relationship and experience processes with organizational strategies and goals
  • Accelerate organizational growth by focusing on customer relationship and experience process optimization
  • Access domain expertise and industry best practice analysis, deliverables, and outcomes

Note

This session is for Business Leaders, IT, and Sales Managers.

https://gallery.azure.com/artifact/20151001/wipfli.dynamicshealthcheck.1.0.0/Artifacts/SampleImage/ff0d253b-836b-4242-839c-4289a1c92c41.png
https://gallery.azure.com/artifact/20151001/wipfli.dynamicshealthcheck.1.0.0/Artifacts/SampleImage/ff0d253b-836b-4242-839c-4289a1c92c41.png

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