Dynamics 365 Success Plan: 1-Day Workshop

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Översikt Ytterligare information

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

En snabbtitt

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