Coming to the end of product support for an old version of Microsoft CRM? Looking to move to the cloud with Dynamics 365? Users complaining about how difficult it is to use? Or looking to ensure your current system is working as it should? Our inspection services provide straightforward review, analysis, and recommendations that will provide confidence for your next direction.

Upgrade Readiness

Ensure you are aware of the upgrade issues with your existing system and know your upgrade process options before committing to an upgrade project. At the core of this service is a technical review and analysis leading to a list of prioritized recommendations about automation, form scripts, custom code, and other key CRM objects for upgrade compatibility. We also include a systems analysis so that you may know the best course of action for remaining on-premise or moving to the cloud. This services can be expanded to include business process and UX analysis so you may know how to make the best use of new features such as shortening the number of steps or clicks for user stakeholders.

UX Optimization

6-2 product

Our UX Optimization service reviews the current Dynamics 365 solution comparing key components to good design practice with the goal of improving user adoption. We lead with a review of user adoption issues in performing key business processes. Following is a review of the existing system and analysis of how key objects interrelate, behave, and positioned to maximize intuitiveness and minimize user frustration.

Health Check

6-3 product

Dynamic 365 CRM Health Check is designed to help you keep your organization’s on-premise system in optimum condition. We lead by reviewing existing system issues then, we move to review the architecture of your Dynamics 365 CRM deployment including servers and clients.

Request More Info