Dynamics 365 CE/CRM AI Assessment & Implementation Roadmap: 2-4 Week Assessment

Objective: Microsoft Dynamics 365 CE/CRM and Power Platform harnesses AI to enhance customer relationship management through intelligent insights and automation, enabling personalized experiences and predictive analytics that streamline decision-making and operational efficiency. These capabilities empower businesses to anticipate customer needs, optimize interactions, and drive strategic growth effectively.

Activities to be Completed:

• Conduct a comprehensive review your organization’s current use of Dynamics 365 customer engagement apps and understand the workflow processes involved.​
• Identify potential areas for AI enablement and integration, leveraging our expertise to spot opportunities for automation, enhanced efficiency, and predictive insight generation.​
• Formulate a customized roadmap outlining how these identified opportunities can be achieved through the application of appropriate AI features.

Upon completion of the initial consultation, clients will have:​

• A comprehensive analysis report highlighting key areas where AI can be enabled or integrated into their existing Dynamics 365 customer engagement apps to enhance functionality.
• A clear roadmap for implementation, training, and support needs. ​
• Presentation on Recommendations

Output: This deep dive into your existing system will equip you with the necessary tools to fully harness the power of AI within your Dynamics 365 CRM platform, thereby enhancing operational efficiency and augmenting strategic decision-making capabilities.