Hello,
I am building a business case for Dynamics 365 adoption for a small business based in the UK. I was wondering if any members of the community could point me in the direction of some helpful resources/templates to guide me?
Thank you.
Hi Joshua,
Please visit the following links to build your case on why should your company choose Dynamics 365
https://www.preact.co.uk/microsoft-dynamics-365/10-reasons-to-choose-dynamics-365
https://www.serversys.com/10-reasons-to-choose-dynamics-365/
https://www.dynamicssquare.co.uk/10-reasons-to-choose-dynamics-365.html
https://www.clouddirect.net/top-10-reasons-to-choose-dynamics-365-for-your-crm/
https://dynamics.folio3.com/2018/09/07/top-10-reasons-to-move-to-dynamics-365-now/
https://www.quora.com/What-are-the-top-10-reasons-to-choose-Dynamics-365-in-your-business
https://blog.sysfore.com/top-10-reasons-migrate-microsoft-dynamics-365/
https://sunrise.co/blog/5-great-reasons-brands-choose-microsoft-dynamics-365/
https://www.cobalt.net/2017/02/27/top-5-reasons-move-dynamics-365/
https://www.impactcx.com/why-we-love-microsoft-dynamics-crm/
Please visit the following link to read about how you can actually structure and prepare your proposal to adopt Dynamics 365
https://www.nigelfrank.com/blog/building-a-business-case-for-microsoft-dynamics-365/
Success stories are important as well as that highlights how widely the Dynamics CRM or Dynamics 365 has been successfully used
I would also recommend, you sign up for a Trial if you have not already done so and a small demo using the Unified Interface and demo to your business to show them how the system works
Hi Joshua,
There're many modules in D365 like Customer Service, Finance& Operations could meet your goal.
I collect following article which could help your on this topic.
Building the business case for D365 Customer Service: incrementalgroup.co.uk/.../building-business-case-dynamics-365-customer-service
An example of a how to build a classic business case from CRM or ERP side which also includes Dynamics 365 business case template:
www.nigelfrank.com/.../building-a-business-case-for-microsoft-dynamics-365
Regards
Johnny
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