Moving CRM to Dynamics 365: 3-Hr Assessment

Crowe LLP

An engagement to evaluate your current readiness and the scope of a potential migration from an on-premises Dynamics CRM deployment to Dynamics 365.

Crowe’s audit process is based on best practices we have developed over the course of performing hundreds of Microsoft Dynamics CRM upgrades. Our proven audit and migration process sets expectations every step of the way in order to ensure a seamless transition to the Dynamics 365 Cloud.

This evaluation of your current on-premises deployment will expose deprecated features, highlight implementation risks, evaluate data readiness, and map your existing CRM scope to the new Dynamics 365 offerings. We will also provide a plan and budget to facilitate your move to the Dynamics 365 Cloud.

We will analyze the following areas:

  • Entities
  • Form Design
  • Plugins
  • SSRS Reports
  • JavaScript
  • Web resources
  • 3rd party applications
  • System integrations
  • Solutions
  • Workflows
  • CRM for Outlook
  • Storage Capacity
  • CRM License Review


  • No-obligation CRM system audit
  • Fixed-fee migration scope and implementation timeline
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