Health Check for Microsoft Dynamics 365 Sales
Identify benefits & expand your sales potential
Optimize your sales with the Dynamics 365 Health Check
The Health Check ensures that your Dynamics 365 for Sales solution is functioning optimally and delivers maximum value to your sales team. Additionally, it identifies issues and areas for improvement that lead to a more effective and efficient use of the system.-
PreparationIn this phase, our DIGITALL expert team will review your objectives and priorities, as well as the scope of the health check. We will also gather information about your current implementation, such as your system architecture, customization, and integrations.
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AnalysisDuring this phase, the team will perform an analysis of the system, including a review of the configuration, customization, data, and performance. They may also conduct interviews with your key stakeholders to understand their pain points and how they use the system.
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ReportingIn this phase, the team will compile their findings into a report that outlines the issues and areas for improvement. The report may include recommendations for optimizing the system, as well as a roadmap for implementation.
Your Insights
- A review of current system architecture and infrastructure, including any performance issues or bottlenecks.
- An assessment of current configurations and customizations, including any issues with workflows, forms, and dashboards.
- An analysis of data quality and completeness, including recommendations for data cleaning and governance.
- A review of integrations with other systems and any issues or opportunities for optimization.
- A review of business processes and how they are supported by the system, including recommendations for streamlining and automation.
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