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.

Request more info.

Are you interested in this service?

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.

Yes, I want to request more details.

I am interested in the service agenda, pricing and number of participants. Here is my information.

{"phone_man":{"display_mode":"show","fire_action":"All","file_types":"png","logic_data":[{"cfef_logic_field_id":"contactmethod","cfef_logic_field_is":"==","cfef_logic_compare_value":"Phone","_id":"c0b6f6b"}]},"phone_opt":{"display_mode":"show","fire_action":"All","file_types":"png","logic_data":[{"cfef_logic_field_id":"contactmethod","cfef_logic_field_is":"==","cfef_logic_compare_value":"Microsoft_Teams","_id":"c0b6f6b"}]},"email":{"display_mode":"hide","fire_action":"All","file_types":"png","logic_data":[{"cfef_logic_field_id":"contactmethod","cfef_logic_field_is":"==","cfef_logic_compare_value":"Phone","_id":"9d9aaf5"}]},"date":{"display_mode":"hide","fire_action":"All","file_types":"png","logic_data":[{"cfef_logic_field_id":"contactmethod","cfef_logic_field_is":"==","cfef_logic_compare_value":"Email","_id":"9703c49"}]},"time":{"display_mode":"hide","fire_action":"All","file_types":"png","logic_data":[{"cfef_logic_field_id":"contactmethod","cfef_logic_field_is":"==","cfef_logic_compare_value":"Email","_id":"9703c49"}]}}

Contact Method

Name *

Phone number *

Phone number

Work Email *

Company name *

Country *

Service Participants *

Date of Meeting

Time of Meeting

Details

Privacy

I accept the privacy policy of this site.*

Popular Alternatives

Microsoft SAP on Azure Migration and Modernization Go-Live Assessment (1 Day)

The Go-Live Assessment for Migrating and Modernizing with SAP on Azure is a comprehensive one-day program aimed at evaluating your Azure workload before deployment. This session focuses on developing a tailored go-live strategy and conducting a thorough analysis of key

Microsoft Azure Migrate: Migrating And Modernizing Virtual Machines To Azure Go-Live Assessment (1 Day)

The Go-Live Assessment for Migrating and Modernizing Virtual Machines to Azure is a one-day workshop aimed at evaluating your Azure pre-production workload. This session guides you through establishing a go-live strategy, with a focus on both technical and operational decision-making.

Microsoft Azure Reliability Assessment

The Well-Architected Reliability Assessment is a comprehensive evaluation aimed at enhancing the reliability and resilience of your Azure workloads. Over the course of this assessment, teams will identify their strengths and pinpoint areas for improvement. Experts will provide insights into

Microsoft Power Apps: Dynamics 365 Low Code Go-Live Assessment (3 Days)

The Go-Live Assessment for Dynamics 365 Low Code is a comprehensive 3-day engagement that prepares your Azure workload for a seamless production launch. During this assessment, you will evaluate your pre-production setup, formulate a detailed Go-Live strategy, and ensure all

Microsoft Azure Cosmos DB Go-Live Assessment

The Go-Live Assessment for Accelerating Solutions with Cosmos DB is a strategic engagement aimed at optimizing your pre-production Azure workload. Over a span of days, you will collaborate with experts to craft a comprehensive Go-Live plan, ensuring a seamless deployment

Microsoft SAP on Azure Review and Remediation Assessment (4 Days)

The Well Architected Review and Remediation for SAP on Azure is a comprehensive 4-day assessment focused on optimizing SAP systems deployed in the Azure cloud environment. This program systematically evaluates the existing architecture against the Well-Architected Framework best practices. The

Microsoft Teams Phone System Enablement Assessment

The Microsoft Teams Enablement Assessment – Phone System is a comprehensive evaluation service aimed at helping organizations assess their readiness for Microsoft Teams telephony. This assessment reviews the Office 365 tenant or on-premises infrastructure and identifies key prerequisites and dependencies.

Microsoft Azure Cloud Security Benchmark Achieving Workshop

The Accelerate Baseline Security with Microsoft Cloud Security Benchmark service offers a thorough security assessment aimed at optimizing the security posture of your Azure environment. Over several days, experienced professionals will scrutinize your platform’s architecture and its implementation against the

Microsoft Power Apps Checker Advisory Assessment

The Power Platform – Power Apps Checker Advisory is a focused program aimed at optimizing your use of Power Apps. Over the course of the engagement, experts will demonstrate various methods to implement the Power Apps Checker tool, including programmatic

No more Assessment Programs to show.

Disclaimer: The services and descriptions provided herein are subject to change without prior notice. While we strive to ensure the accuracy and completeness of the information presented, we make no guarantees or warranties, express or implied, regarding the reliability, availability, or suitability of the services for any particular purpose.

News

Microsoft Dynamics 365: Important License Management Changes

Microsoft has delayed the mandatory switch of the license management of Dynamics 365 Enterprise Resource Planning (ERP) applications in Microsoft 365 Admin Center to November 1, 2025, instead of the previously announced August 30, 2025. This gives organizations one more month for the transition to Microsoft 365 Admin Center. Also,

2025-06-12

Microsoft 365 E5 Compliance Promotion

Until February 1, 2026, Microsoft is offering a 50% discount on Microsoft 365 E5 Compliance for all customers with at least one Microsoft 365 Copilot license. This promotion is available for customers who have previously purchased Microsoft 365 Copilot without Microsoft 365 E5 Compliance. Updated 2025-06-11: You now only need

2025-06-12

Microsoft 365 Apps on Windows 10, Windows Server 2016 & 2019: Three More Years of Security Updates

For Windows 10, Windows Server 2016 & 2019, Microsoft 365 Apps were supposed to no longer receive security updates after October 2025. Microsoft will continue to provide security updates for Microsoft 365 Apps on these Windows products for three more years. These updates will be delivered through the standard update

2025-06-12