Microsoft Dynamics 365 Customer Engagement Assessment

Our Service

The Dynamics 365 Customer Engagement Assessment is a focused evaluation of the Sales and Customer Service applications within Dynamics 365. This assessment reviews your operational data against industry best practices, leveraging insights from the global customer community and experienced professionals. Over the course of this comprehensive analysis, our experts will examine your Dynamics 365 Customer Engagement setup using advanced tools and diagnostics. They will provide an in-depth knowledge transfer session, along with actionable recommendations for enhancements and remediations to optimize your deployment.

Key Components

Operational Data Analysis: Assess your operational data to benchmark against industry best practices.
Best Practices Review: Gain insights derived from the global customer community and expert knowledge.
Deployment Evaluation: An in-depth review of your current Dynamics 365 Customer Engagement setup.
Diagnostic Tools Utilization: Use specialized tools to identify potential areas for improvement.
Knowledge Transfer Session: Engage in knowledge sharing to empower your team with actionable insights.

Your Benefits

Expert Services: Get first-hand insights and guidance from the experts.
Enhanced Customer Interactions: Improve the efficiency of your Sales and Customer Service teams.
Identified Opportunities: Unearth hidden opportunities for growth and operational enhancement.
Customized Action Plans: Receive tailored remediation strategies that align with your business goals.
Continuous Improvement: Establish a foundation for ongoing optimization and success in customer engagement.

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 Power Apps: Dynamics 365 Low Code Success Principles Assessment (5 Days)

The workshop, Principles of Success by Design for Dynamics 365 Low Code, spans five days and aims to deliver a comprehensive assessment of your Dynamics 365 environment. It identifies key areas for improvement by emphasizing core principles such as early

Microsoft Power BI Analytics Deployment Go-Live Assessment

The Go-Live Assessment for Deploying Power BI Analytics is a focused initiative that spans several days, aimed at ensuring a smooth transition to production. Throughout this assessment, your pre-production Azure setup will be meticulously evaluated, allowing you to formulate a

Microsoft Dynamics 365 Finance and Supply Chain Management Go-Live Assessment (5 Days)

The Go-Live Assessment for Dynamics 365 Finance and Supply Chain Management is a comprehensive 5-day engagement tailored for organizations preparing for deployment. Participants will evaluate their Azure pre-production workload and formulate a detailed Go-Live plan to ensure a smooth transition.

Microsoft Dynamics 365 Finance and Operations: Dynamics AX Migration to Dynamics 365 Assessment

The Dynamics 365 for Finance and Operations Migration Assessment is a comprehensive evaluation designed to help organizations transition from Dynamics AX to the cloud-based Dynamics 365. This assessment offers an overview of your current Dynamics AX setup, exploring crucial migration

Microsoft Azure Synapse SQL Pool: Health Assessment and Optimization

The Azure Synapse SQL Pool Health Check is a comprehensive engagement tailored for IT departments striving to optimize their enterprise data management. Spanning multiple days, this assessment focuses on evaluating and fine-tuning your Azure Synapse environment to ensure it effectively

Microsoft Purview Optimization Assessment

The Microsoft Purview Optimization Assessment is a comprehensive evaluation designed to enhance your organization’s compliance management. Over several days, experts will guide participants in configuring Compliance Manager for effective assessment creation while focusing on key regulations relevant to your organization.

Microsoft Dynamics 365 Finance and Supply Chain Management Success Principles Assessment (1 Day)

The Principles of Success by Design for Dynamics 365 Finance and Supply Chain Management is a comprehensive one-day engagement aimed at enhancing your Dynamics 365 environment. This workshop emphasizes key principles such as early discovery, proactive guidance, and predictable success.

Microsoft Purview Data Governance Deployment Go-Live Assessment

The Go-Live Assessment for Deploying Data Governance with Microsoft Purview is an essential engagement that spans several days. During this assessment, your pre-production Azure workloads will be thoroughly evaluated, and a comprehensive Go-Live plan will be formulated. The process involves

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

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 Risk Assessments: Detect and Mediate Risks Before They Become Problems

Microsoft Risk Assessments are services designed to help your organization identify and mitigate security risks within their Microsoft technology implementations. With data being collected remotely, an expert analyzes the gathered data to create a findings report containing remediation recommendations and discusses it with you. While “RAP as a Service“-assessments are

Méi liesen »

2025-04-17

Microsoft Azure Licensing: Full Guide

Microsoft Azure is a powerful cloud platform that offers a growing collection of integrated services for organizations. This guide will help you navigate Azure’s licensing landscape effectively, ensuring you can optimize costs and maximize the benefits of its services. What is Microsoft Azure? Microsoft Azure is a versatile cloud

Méi liesen »

2025-04-17

Microsoft Copilot Studio & Copilot: Price Decreases and Deep Reasoning

In March of 2025, Microsoft announced meter price reductions in Copilot Studio, that make using custom agents for non-Microsoft 365 Copilot users more affordable. Also, deep reasoning capabilities join both Copilot Studio and Microsoft 365 Copilot that allow the AI to think longer about prompts and give better answers.

Méi liesen »

2025-04-17