Dynamics 365 Success Plan: 1-Day Workshop


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.



  • Current Situation
  • Proposed Solution
  • Risks / Management Commitment
  • Timeline and Estimated Costs


  • Business Needs
  • Current Technologies

Functional Requirements

  • Process Inventory
  • Business Entity Model

Implementation Approach

  • Implementation Approach
  • Technical Architecture Approach

Recommended Next Steps