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CRM Migration to Dynamics 365: 3-Wk Assessment

Hitachi Solutions

Our assessment is designed specifically to help organizations understand the value of cloud migration and kickstart the transition.

Are you looking to modernize your CRM operations in the cloud?

If you are still using an on-premises CRM system, it’s become impossible to ignore the benefits of moving your customer engagement systems to the cloud. By migrating to the cloud, organizations have eliminated substantial development and IT costs, while enhancing customer relationships and revenue. The ROI is there, and now is the time to get started.

Hitachi Solutions’ CRM on-premises to Dynamics 365 Assessment is the best first step. Our assessment is designed specifically to help organizations understand the value of cloud migration and kickstart the transition. We’ll evaluate your existing on-premises CRM infrastructure to identify the potential risks, challenges, and opportunities that come with moving to the cloud.

You’ll walk away knowing the best path for migrating your current CRM to the cloud, and a concrete awareness of how it will benefit your business, including:

  • Migration Assessment Detail Report and roadmap to new Dynamics customer engagement functionality, including a plan to facilitate continued growth
  • Power BI dashboard of assessment data for analysis and sharing with business decision makers
  • Cost estimate and migration timeline delivery

Agenda:*

  • Week 1: Initiation - Provide overview of the Assessment & Migration processes, utilize tools to help with the Discovery and Analysis
  • Week 2: Discovery - Understand a day-in-the-life of a CRM user. Review through CRM settings (CRM Sys Admin) and a technical deep dive into areas identified from the assessment tools.
  • Week 3: Analysis & Delivery - Analyze and review assessment tool output and information from functional and technical sessions to compile detailed assessment report.

*Additional capabilities may be added to this base offer.

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