Examples of how we can support your organisation include…
Configuring Dynamics 365 to best fit your business environment and processes.
Designing business rules and workflows to automate and simplify complex or repetitive tasks, increasing efficiency and accuracy.
Setting up customised views, charts, and dashboards to provide actionable insights and improve decision-making.
Configuring the Dynamics security model to ensure users have appropriate access aligned with their roles, protecting sensitive data and mitigating risks.
Planning and executing data migration from legacy systems such as Access, Act or GoldMine, this includes selecting data sets, extracting, transforming, and enhancing data to ensure a smooth migration into Dynamics 365.
Integrating Dynamics 365 with other applications, such as mapping tools, telephony systems, email marketing platforms, and template management Collaborative and Flexible Implementation.
Our Approach
We begin by working with you to understand your goals and challenges. Together, we identify the most effective approach and guide you through every step of the process. If your organisation lacks the in-house skills or resources, we can undertake these tasks on your behalf, ensuring a smooth and efficient implementation.
For straightforward projects, we typically start with an initial, no-obligation phone consultation. This includes a screen-sharing session to review your current system and requirements.
Following this, we provide a detailed quotation outlining how we can support you and the associated costs.
Comprehensive Requirements Gathering for Complex Projects
For more complex requirements, we conduct requirements gathering sessions to gain a deep understanding of your needs, the benefits you expect to achieve, and to develop a tailored approach for delivering those objectives.
Following the Requirements Analysis, we produce a scoping document outlining the proposed solution. This is often accompanied by a proof-of-concept prototype, allowing you and your users to fully evaluate the solution’s effectiveness before proceeding with full implementation.
