Dynamics 365 Health Check: 2-Wk Assessment

Wipfli LLP

*This engagement explores how to get the most value out of your Dynamics 365 Implementation*

Wipfli will perform a review of your current Dynamics environment to maximize performance, increase collaboration, and streamline processes. ### Agenda **Week 1** * Organizational process review with key stakeholders * KPI and industry benchmark analysis * Interviews with relevant users * Analysis of existing system configuration, processes, business rules, custom code, and integrations * Data usage analysis **Week 2** * Document technical findings & prioritized improvement recommendations * Gap analysis * Develop business road map to implement recommendations * Formal presentation of findings ### Deliverables * Report of technical and functional findings and improvement recommendations * Data usage findings * Evaluation of infrastructure health * Business road map to implement changes You will also gain a comprehensive overview of how to: * Align customer relationship and experience processes with organizational strategies and goals * Accelerate organizational growth by focusing on customer relationship and experience process optimization * Access domain expertise and industry best practice analysis, deliverables, and outcomes **Note** This session is for Business Leaders, IT, and Sales Managers.