Microsoft Dynamics 365 Sales, Service, Marketing Success Principles Assessment (5 Days)

Our Service

The workshop on Principles of Success by Design for Dynamics 365 Sales, Service, and Marketing spans 5 days and focuses on conducting a thorough assessment of your Dynamics 365 environment. Participants will discover key insights and opportunities for enhancement through core guiding principles such as Early Discovery, Proactive Guidance, and Predictable Success. Experts will share actionable recommendations aimed at optimizing the Dynamics 365 Sales workload, empowering organizations to achieve their business goals effectively.

Key Components

Comprehensive Assessment: Evaluate your current Dynamics 365 Sales, Service, and Marketing setup to identify strengths and areas for improvement.
Core Principles Application: Implement the shared principles of Early Discovery, Proactive Guidance, and Predictable Success to drive optimal results.
Opportunity Identification: Discover new opportunities to enhance user adoption and system performance across your business units.
Best Practice Recommendations: Gain insights into industry best practices to strengthen your Dynamics 365 implementation.
Action Plan Development: Create a targeted action plan for ongoing improvements and strategic initiatives post-assessment.

Your Benefits

Expert Services: Get first-hand insights and guidance from the experts.
Improved User Adoption: Enhance user experience and satisfaction by implementing tailored improvements.
Enhanced Performance: Optimize your Dynamics 365 workload for increased efficiency and effectiveness.
Strategic Alignment: Align your Dynamics 365 capabilities with your overall business objectives for sustained success.
Long-Term Value: Invest in a roadmap that maximizes the long-term return on your Dynamics 365 investment.

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We would first like to invite you to a quick 20-30 minute scoping call via phone or Microsoft Teams. This is to give you more details and find out if this service fits best to your requirements. Alternatively, we are glad to provide more details via email.

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