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Customer experience | Sales, Customer Insights,...
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Endorsed Consultant?

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Posted on by 10

I am a Director of Sales for a mid sized company. We currently have Dynamics but are severely underutilizing it. We are looking to assess Dynamics (and fully integrate) and build out functionality or move to another platform. We would like to use a consultant who has experience to discuss the scope of the product.

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  • LTM Profile Picture
    10 on at
    Endorsed consultants?

    Hi There,

    I am a Director of Sales for a mid sized company. We currently have Dynamics but are severely underutilizing it. We are looking to assess Dynamics (and fully integrate) and build out functionality or move to another platform. We would like to use a consultant who has experience to discuss the scope of the product.

    Any suggestions?

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Endorsed Consultant?

    Hi LTM,

    Dynamics 365 is a set of intelligent business applications, which contains multiple apps.

    You can find more details as following document:

    Dynamics 365 documentation and learning modules | Microsoft Docs

  • pilson.josh Profile Picture
    15 on at
    RE: Endorsed Consultant?

    Hi LTM,

    I worked with Root16 at my last employer and they were phenomenal. Here is a link to their website: CRM consulting services in Chicago, Microsoft D365 Consulting in Chicago (root16.com)

    Best,

    Josh

  • LTM Profile Picture
    10 on at
    RE: Endorsed Consultant?

    Thank you so much for your recommendation. How long did your planning and implementation of CRM last?  Were there any lessons learned that you would share about your planning or implementation or CRM selection?

  • pilson.josh Profile Picture
    15 on at
    RE: Endorsed Consultant?

    I believe they spent about 6 weeks interviewing employees then there was about 2-3 months of planning that overlapped with 2-3 months of development and testing. We were migrating a portion of our On-Prem Dynamics to the Cloud version, so it was a little different of an implementation than most would experience.

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