Sales Process Review: 2-Day Assessment

InterDyn Artis

A review of your current processes done by professional consultants to learn pertinent aspects of your business in order to deliver detailed recommendations to meet your business objectives.

During a Business Process Review, professional consultants from InterDyn Artis will conduct a series of interviews with your key staff to learn pertinent aspects of business objectives, information flow and functional requirements to help determine if Dynamics 365 for Sales is right for you. Following completion of the processes described above, InterDyn Artis will prepare a Functional Design Document that will detail the required software components and implementation services necessary to meet your objectives.

Information obtained may include:

  • Executive/Management overview, including future company goals
  • Current Processes and Software Functionality
  • Desired Software Functionality
  • Reporting Requirements
  • Usability Requirements

In addition to interviews, InterDyn Artis consultants may observe your personnel functioning in their current environment to assist in determining workflows, examine existing documentation and software, and review the existing hardware infrastructure.


  • Functional Design Document

Areas to be reviewed include:

  • Opportunity/Pipeline Management
  • Process Flows
  • Activity Tracking
  • Reporting
  • Integrations
  • Workflows
  • UI Customizations