CRM Implementation with Dynamics 365 CE from project kick-off to go-live
A CRM implementation connects processes, data, and people across the organization. We support your project from the very first decisions through to go-live, helping business units and users get started with the new solution.
Our Approach to CRM Implementation
Kick-off & Requirements
In workshops, we examine processes, goals, and requirements, laying the foundation for the implementation of Dynamics 365 CE.
Focus Areas
- Data and interfaces
- Processes and requirements
- Goals and expectations
- Involve key users
System
Implementation
Set up Dynamics 365 CE and implement the agreed processes step by step. Business units remain closely involved throughout.
Focus Areas
- Tenant and users
- Roles and permissions
- Processes in Dynamics 365 CE
- Joint alignment
Testing &
Go-live
Before go-live, we test functions, processes, and data. Everything is prepared for productive use.
Focus Areas
- Functional & process testing
- Data validation
- Preparing for system use
- Acceptance & training
When does your CRM project start?
Let’s talk about your goals, requirements, and the next steps for implementing Dynamics 365 CE.