Implementations
Just got the keys to your shiny, new Microsoft Dynamics 365 instance? Congratulations! You are about to embark on one of the most important stages in setting up a CRM instance - laying the foundation.
For someone who is new to the platform, setting up a system which supports your business now, but is architected to scale in the future, can be quite challenging! You need to think about how all the different aspects of your system will interact, how your data will flow, what your internal business processes will look like - and more.
As your partner in your Microsoft Dynamics 365 implementation, you can be confident that we'll be there for you every step of the way, streamlining your solutions and assisting your team in going live faster and with greater confidence.
We offer implementations in:
- Dynamics 365 Sales
- Dynamics 365 Marketing
- Dynamics 365 Customer Services
- Dynamics 365 Project Service Automation
- Dynamics 365 Power Platform
Migrations
With so many critical elements to consider, migrations from one CRM platform to another can be a daunting task. It's critical to assess your current infrastructure, metadata, workflows, and custom apps, before deciding on a migration approach. This is where CRM Consulting Corp comes in. Let us give you some peace of mind by architecting your migration strategy and helping you with the heavy lift. Rest assured that your data quality has been protected, and your flows have been correctly configured, so your team can hit the ground running in your new (functional) system.
Integrations
Want to bring your automation strategy to the next level? Microsoft Dynamics 365 is fully integratable with various applications and services, allowing endless customizations to your flow. Often integrating a 3rd party application can be complex, and when not done correctly, can risk data integrity and cause disruptions in your business processes.
Our experienced Dynamics experts can assist you in streamlining your business processes by setting up and/or optimizing your integrations with platforms like Salesforce, Outlook, Quickbooks, Linkedin, Twitter and more. Creating a comprehensive integration strategy can help your organization make the most of platform connectivity ensuring optimal use of Dynamics 365.
Strategic Consulting
Our Dynamics experts can assist you on all things Microsoft Dynamics 365 - ! We're here to help, whether you need:
- Help with strategizing what module is right for you
- On-call support for unexpected issues
- Suggestions for optimizing your existing set up
- Advice on improving your data hygiene
- Advice on ensuring legal compliance
- Help optimizing your lead funnel or business flow
- Guidance on understanding popeline influence
- Support on optimizing your analytics, or development of new reports
- Or anything in between!
Custom Tailored Training
Bring your teams up to speed in Microsoft Dynamics 365 fast with training geared towards your configuration and use cases. MAC can help you identify what's most important for you and will develop a focused approach to learning the system that will help your team pursue opportunities confidently, and without needless obstacles. Your team and stakeholders will thank you for putting more time back on their calendars, more money back in their pockets, and less headaches trying to understand things they don't need to know! CRM Consulting Corp is available for both group trainings and 1-on-1s, in both virtual and live formats.
