Dynamics 365 CE: 3-Week Assessment


AlphaBOLD’s specialized Dynamics 365 CE assessment is designed to navigate you through the complexities of customization and implementation.

Dynamics 365 CE: 3-Week Assessment

Choosing Dynamics 365 Customer Engagement (CE) is a significant first step in transforming how your business operates and engages with customers. But what comes next? AlphaBOLD’s specialized assessment is designed to navigate you through the complexities of customization and implementation, ensuring Dynamics 365 CE fits perfectly into your existing processes and elevates your business to new heights.

What We Offer

Our 3-week assessment bridges the gap between your decision for Dynamics 365 CE and a successful deployment, focusing on:

  • Understanding Your Business: Through discussions with your team, we gain a deep understanding of how you and your business work which allows us to help you identify what’s most important for your success.
  • Tailored Solutions: We pinpoint where Dynamics 365 CE can be configured to improve your existing processes. Additionally, we can help you overcome any gaps you may encounter, making your operations smoother and more efficient.
  • Clear Roadmap: You receive a straightforward plan detailing the steps, time, and cost of bringing Dynamics 365 CE into your operations.

Simplifying the Complex

Our approach breaks down the technical complexity into actionable steps:

  1. Deep Dive into Your Operations: We learn how you interact with customers and partners, aiming to enhance these relationships with Dynamics 365 CE.
  2. Pinpointing Key Metrics: Understanding the metrics that your business relies upon to help us customize Dynamics 365 to better track information and improve your business outcomes.
  3. Evaluating Current Systems: We assess your current technology to help you determine where Dynamics 365 CE can seamlessly integrate with your existing systems and ensure that CE enhances rather than disrupting your workflow.
  4. Streamlining Processes: Identifying time-consuming tasks allows us to tailor Dynamics 365 to automate and simplify your day-to-day operations.
  5. Ensuring Compliance and Security: We make sure Dynamics 365 meets all your security, compliance, and governance requirements, protecting your data and processes.

Your Takeaways

By the end of our assessment, you’ll have:

  • A clear picture of how Dynamics 365 CE will fit into and enhance your business operations.
  • An understanding of the customizations needed to align Dynamics 365 CE with your specific needs.
  • A detailed plan outlining the steps, timeline, and investment required to implement Dynamics 365 CE effectively.
  • A comprehensive overview of total cost of your implementation and an understanding of cost to support the system once live (optional)


Whether it’s a new Dynamics 365 implementation in areas like Customer Service, Field Service, Sales, Project Operations, Marketing, or reviewing existing implementations for inefficiency identification and improvement, our tailored assessment caters to a wide range of client needs.

  • Targeted Roadmap: Beyond just a needs analysis - we build a roadmap to implement the specific Dynamics 365 modules (Sales, Service, Marketing, etc.) that directly impact your goals.
  • Prioritized ROI: Identify inefficiencies and prioritize functionality within each module, maximizing return on investment.
  • Reduced Risks: Uncover potential challenges upfront for a smoother Dynamics 365 deployment.
  • Data-Driven Selection: Leverage data insights to choose the Dynamics 365 modules best suited for your specific needs.
  • Enhanced Adoption: Involve stakeholders to identify user needs and preferences, boosting user adoption after implementation.

Choosing Dynamics 365 CE is just the beginning. With AlphaBOLD’s assessment, you ensure your investment is optimized to meet your unique business challenges and opportunities, setting you on the path to a successful digital transformation.

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