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Dynamics 365 CRM: 1-Day Workshop

JourneyTEAM

Respond to market trends, engage customers, and automate your business processes with Microsoft Dynamics 365 for Sales, Customer Service, Marketing, Field Service, and Project Services.

JourneyTEAM offers a 1-day course on how to get the most out of the Dynamics 365 platform. You need a more agile and flexible business management solution to get optimal engagement with your customers. Take advantage of a 1-Day Workshop on Microsoft Dynamics 365 on enhancing Customer Relationship Management.

Most businesses know too late when they’ve hit a “scalability” problem and their processes can’t keep up with the demand of your services and employees. We know that a successful project requires great technology, but more importantly it requires an understanding of what your organization is aiming to achieve coupled with our experience in transforming companies’ day to day operations.

Agenda

  1. Overview of the Microsoft ecosystem and advantages of Dynamics 365 holistically
  2. The navigation and architecture of Dynamics 365 and the Power Platform
  3. A business process review of your current organization’s systems, processes, and goals
  4. (2-day ONLY) A maturity model that highlights what maturity the stages of your business process are currently and what changes are needed to increase in maturity.

Deliverables: • We will deliver an overview of available tools for Dynamics 365 CRM that match your company’s goals and needs • We will present on the topics of sales, customer service, marketing, field service, project management as applicable for your business. • Plus, a JourneyMAP (business process mapping) of your process that highlights short and long term changes from the topic discussed to achieve your goals. • (2-day ONLY) Maturity Model Assessment findings report that ties into the JourneyMAP for how to prepare a project plan and milestones.

Note You also have the option to pay the fee twice and do an expanded 2-day workshop that includes a deeper requirements discovery and our Maturity Model Assessment. Travel and accommodations are not included in pricing. Price listed in offering is PER DAY. It can be a 1 or 2-day workshop.

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