Dynamics 365 Customer Insights & Journeys - Consulting Meeting

PartnerHelper offers a tailored deployment and configuration of Dynamics 365 Customer Insights, leveraging the platform’s out-of-the-box capabilities to align with your business needs. Our implementation follows Microsoft’s best practices across all levels, including instances, entities, views, and records, ensuring a high-performing, scalable solution.

Discovery: Understand business needs and define project scope. Configuration: Set up and customize Customer Insights. Master Tables Configuration: Ensure key data structures are aligned for optimal performance. Migration (Advanced Tier): Transfer and integrate data from legacy systems. Quality Assurance: Test functionality to ensure alignment with business requirements. Training (Standard & Advanced Tiers): Equip your team with the knowledge. User Acceptance Testing (UAT): Validate the system with end users. Go-Live: Launch the solution with minimal disruption. Support (Standard & Advanced Tiers): Ongoing assistance to ensure smooth operations post-implementation.

Partner with us for a seamless, efficient, and scalable Dynamics 365 Customer Insights implementation that drives actionable insights and business growth.