https://store-images.s-microsoft.com/image/apps.43704.278627e7-8e00-41d0-be6f-a6f6b15a485b.edf845e6-8d2e-4318-9dbe-b0f8deb82c5f.a2a16065-2d0a-4db9-b961-4508c6e0354a

Dynamics 365 Success Plan: 1-Day Workshop

Altruas

A workshop using the proven Altruas Implementation Methodology to help you understand what is needed for a successful CRM implementation.

Our experts will meet with your team to discuss Dynamics 365 Customer Engagement implementation best practices & strategy. We will assess and help you evaluate your path to a successful implementation. The agenda is to identify sales and customer service processes, assess application needs, and perform high-level system mapping.

Deliverables and Outcomes:

You will walk away with a deliverable report recommending the implementation approach, budget, and timelines.

Agenda:

Introduction

  • Current Situation
  • Proposed Solution
  • Risks / Management Commitment
  • Timeline and Estimated Costs

Assessment

  • Business Needs
  • Current Technologies

Functional Requirements

  • Process Inventory
  • Business Entity Model

Implementation Approach

  • Implementation Approach
  • Technical Architecture Approach

Recommended Next Steps

Īsumā

https://store-images.s-microsoft.com/image/apps.34067.278627e7-8e00-41d0-be6f-a6f6b15a485b.edf845e6-8d2e-4318-9dbe-b0f8deb82c5f.6c7b3c9e-463e-4927-81df-439aa6228f3d
https://store-images.s-microsoft.com/image/apps.23878.278627e7-8e00-41d0-be6f-a6f6b15a485b.54ae4ff6-d34d-4bae-88f7-e12348848ad6.1044633a-4b7f-423c-9c9e-05a90394267a