Catapult will leverage our proprietary process and deep platform experience to evaluate the health of your Microsoft Dynamics Sales, Customer Service, Field Services or custom xRM application.

Agenda

• Kick-off
• Application Review, Stakeholder Feedback Sessions
• Application Health Check
• Prepare and Present Deliverables with Findings

Deliverables

• Health Check Report – Documentation describing issues with your Dynamics system, including but not limited to, issues with Workflows, Configuration, Plug-ins, Reports, and Automated Processes.

• Issue Remediation Plan – Plan for resolving issues with the Dynamics system.

Note

During this 1-week assessment, we will work with your system administrators, remotely or on location, to evaluate the health of your Dynamics implementation.