Microsoft Dynamics 365 CRM Health Check: 4-Hour Assessment

Our CRM Health Check enables companies to see where their Dynamics 365 for Sales and Dynamics 365 for Customer Services systems are performing, where they're failing, the action they need to take and, ultimately, how to get the best possible return on their investment.

The health check focuses on where project adoption needs to be streamlined and made more effective. This could be pre-adoption, during adoption or immediately post adoption, depending on where you're currently at with implementing or upgrading your systems.

Our expert consultants will:

• Review the use of the application based on end-user experience.
• Assess how data is gathered, recorded and subsequently used.
• Make suggestions and recommendations to improve the user experience.
• Recommend steps to help you take further ownership so that the system is better aligned to the business.

These health checks focus on key areas/ questions, including:

Are people using the system effectively and effectively?

Who is using the system (roles review)? And who is not using the system who ought to be using it and why?

• For example, is there still a reliance on other systems and processes, such as spreadsheets, that will be adding cost to the business and are more prone to error?

• Is this through a lack of information or training or for some other reason (resistance to change)? Was the project implementation successful?

• What lessons can be learned from this?

• What needs tweaking or rectifying?

What ROI does the business want to see in terms of cost reductions and savings in administrative time?

• If it’s used for marketing and sales, is it generating more and better quality leads? • How is it being used for customer engagement?

Are marketing and sales campaigns effective? • Is there data duplication? • How are web enquiries being handled?

Do staff feel empowered? (If not, this will impact productivity) • Do they have the right tools?

Please read the attached document for further information.