https://store-images.s-microsoft.com/image/apps.4713.83b4580f-bfd3-454c-aa19-c419885135c4.40351942-712c-4303-b93b-01462fadc48b.c4a7f1aa-916d-4cbc-b1a9-e2caf4b507c6

Migration to Dynamics 365: 3-Hr Assessment

Wipfli LLP

An engagement to evaluate your current readiness level and scope of work for migrating from an existing, on-premises, Dynamics CRM implementation to the Dynamics 365 Online offering.

Wipfli is a Microsoft Gold Partner in the Microsoft Online CRM space. We offer a unique and efficient strategy to migrate your on-premises Dynamics CRM implementation to the Dynamics 365 Online offering. It is tailored to your business needs, budget, and timeline.

Agenda

  • Review of core processes and current business challenges
  • Analysis of existing system configuration, processes, business rules, and plugins
  • Evaluate your company's usage of Dynamics CRM
  • Review application usage and license requirements
  • Detailed discussion of considerations when going from on-premises to online.

Deliverables

  • A proposal for your upgrade that includes an estimated implementation timeline and cost

Note

This session is for Business Leaders, IT, and Sales Managers.

At a glance
https://store-images.s-microsoft.com/image/apps.1340.83b4580f-bfd3-454c-aa19-c419885135c4.40351942-712c-4303-b93b-01462fadc48b.89bf94fc-15da-4f57-b6e9-22bbaa201ed5