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Microsoft Dynamics CRM Solution Assessment

Choosing the right CRM strategy can be challenging—but you don’t have to do it alone. Our Microsoft Dynamics 365 Solution Assessment provides clear answers to your questions about implementation or transition, helping you make informed decisions with confidence.

A customer-first business is closer than you think. Ready to explore how we can get you there?

Book your Solution Assessment now!

What does the CRM Solution Assessment look like?

We start the assessment with an introductory call to gain a clear understanding of your company’s unique situation. This conversation allows us to customize the solution assessment process to align with your specific needs. Depending on your goals and priorities, we’ll guide you through all or only select phases of the process, adjusting the depth of each step to ensure it delivers maximum value for your organization.

01 Business Discovery

Interviews with the different stakeholders in the project to obtain insights into challenges, objectives and project expectations.

02 Process Discovery

During the Process Discovery we capture the high-level requirements of the relevant process areas.

03 Technical Discovery

During this workshop, we discuss the current IT Architecture as well as the future IT vision & strategy. Furthermore, we define the integration requirements for the to-be application landscape.

04 Solution Assessment Outcome presentation

Once all components of the solution assessment are complete, the findings are analyzed and turned into conclusions, recommendations, and next steps. These outcomes are presented in an assessment outcome workshop, including a structured roadmap, starting with a Minimum Viable Product (MVP). Going forward, complementary enhancements can be planned in future phases, each with a (high-level) budget and timeline to ensure a clear and structured rollout.

Is a Solution Assessment right for your organization?

Whether you're implementing CRM for the first time or transitioning from another system, a Solution Assessment helps you make the right move.

New to CRM? If your organization currently relies on spreadsheets, custom-built applications, or no CRM, we help you transition to a scalable and future-proof CRM with Dynamics 365.
Switching to Dynamics 365? If you're moving from another CRM, we identify the best approach to ensure a smooth transition.

Wherever you stand, we help you take the next step with confidence.

Solution assessment