Customer Engagement Consultancy: 2-days Workshop

The offer includes two-days workshop which will cover the business area of Dynamics 365 Sales or Customer Service. Topics to be addressed : use of CRM, business results, ROI and risks. The workshop should be attended by business sponsors (stakeholders) and managers of IT departments. Price is based on scope of work. The following issues will be discussed during the workshops:

AGENDA:

Day 1: Audit and verification of Client Dynamics 365 environment

• Business area of Dynamics 365 Sales or Customer Service (end user perspective)
• Technical area of Dynamics 365 Sales or Customer Service (system architecture perspective)
• Business processes analysis supported by Dynamics 365
• Discussion on factors motivating launch new functionalities on Client's end
• Current stateverification vs. future development strategy

Day 2: Discussion on Client-specific business benefits (ROI) on the basis of information gathered on Day 1

• Presentation: Out of box functionalities utilization
• Recommendations list presentation after system verification
• Short- and long-term goals and plans discussion with Clients

The result of the workshop is a tailored strategy document prepared for the Client:

• Recommendations list of functionality CRM
• Short and long-term goals