Microsoft Dynamics 365 CE/CRM Health Check

About This Solution

Maximize Your Investments With a Dynamics 365 Health Check

• Is CRM adoption meeting expectations?
• Is CRM being used the way it was meant to be?
• What is the quality of data in the CRM?
• Is your organization’s system architected properly?

Several studies show that executives report CRM failure rates anywhere from 20% to as high as 69%. Since surveys also support the reality that most high-growth organizations today view CRM as a key driver to their company’s success, how do these organizations achieve the results desired?

New Dynamic’s D365 Health Check service helps organizations identify factors limiting the success of your CRM system. Our analysis assesses the issues specific to your organization’s deployment of Dynamics 365 and identifies the opportunities available to realize the desired benefits from the system.

Our goal, by highlighting these “gaps” and offering suggestions for closing them, is to help you take your Dynamics 365 implementation to its desired state — driving user adoption, optimizing business processes, and ultimately increasing value and satisfaction.

What Can You Expect From a D365 Health Check

The New Dynamic team can tailor your D365 Health Check to address your specific needs, however, common elements of a Health Check include:

• User Acceptance and Adoption Analysis
• Upgrade Readiness & Risk Assessment
• Customization and Integration Analysis
• Data Quality Assessment
• License and Storage Cost Analysis
 

Typical Deliverables Include:

• Analysis Assessment / Scorecard
• “Quick Win” Recommendations
• D365 Roadmap