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Microsoft Dynamics 365 Assessment

Take a fresh look at Dynamics 365

Microsoft Dynamics 365 has changed. Its new suite of intelligent applications can transform your organisation and help you do more with your data. Our Dynamics 365 Assessment service will show you how.

Why Dynamics 365?

Microsoft Dynamics 365 and Power Platform are helping organisations adapt to changing market conditions and position themselves for agility and resilience.

The suite of intelligent applications help customers unify their data and drive better business outcomes. Dynamics 365 delivers powerful capabilities across finance, operations, human resources, commerce, sales marketing and service – but the question is: Which Dynamics 365 solution is right for you?

A Dynamics 365 Assessment will answer this question and show you how Dynamics can be aligned with your strategic objectives and business roadmap.

What is a Dynamics 365 Assessment?

Planning is a vital step to determine the value Dynamics 365 can add to your business. Our Assessment service includes:

  • Briefing call: our solution experts will setup a call with you to discuss different focus areas with your business in mind.
  • Focus areas: you’re invited to select up to 3 key business areas following this conversation from the focus areas overleaf. Our solutions expert will help you tailor the workshop agenda.
  • Interactive workshop: delivered online in increments of 4 hours to ensure minimal disruption to your business
  • Detailed assessment: the workshop output is provided as a document that forms the blueprint for your business application change or process enhancement.

Download our Dynamics 365 Assessment service overview to find out more.

Compete the form below:

Dynamics 365 interactive workshop

The interactive workshop kicks off with an introduction of the Dynamics 365 product suite, highlighting similarities and differences.

This prompts constructive conversation and collaboration toward the following key business areas:

Financials form a crucial function of the heartbeat of every business. This interactive workshop is designed align Dynamics 365 and Power Platform capabilities to your core financial tasks and processes and might include components such as: Your warehouse operations and inventory required a streamlined approach to effectively manage capacity and space – visibility of inventory is essential for receiving, picking, and shipping operations and daily tasks require simplification to guarantee maximum productivity. This interactive workshop might include components such as: This interactive workshop will help you realise your strategy to rise above competitors and elevate your brand with an optimised retail or commerce experience that can maximise profitability, drive accuracy on customer demand and offer a unified experience across various channels. This workshop includes components such as: This interactive workshop brings together the insights you need to drive intelligent business decisions. From predictive insights for information workers to executive decision-making, this workshop might include components such as: This interactive workshop is centred around your customer: the lifecycle from first impression to fostering lasting relationships and providing pro-active customer service. This workshop might include components such as:
  • General Ledger
  • Budgeting
  • Accounts Payable & Accounts Receivable
  • Cash and Bank Management
  • Compliance
  • Fixed Assets
  • Cost Accounting
  • Multi-company & Multi-currency
  • Consolidated Reporting ​
  • Cost management
  • Product information management
  • Procurement & Sourcing
  • Master planning
  • Warehouse management
  • Transportation & Logistics
  • Digital Commerce
  • Omnichannel experiences
  • Orders, customers & financials
  • Brand Loyalty and “customer-first”
  • Merchandising products and services
  • Fraud protection
  • Financial reporting
  • Business documents & printing
  • Regulatory reporting
  • Dashboards & Business Intelligence
  • Electronic reporting
  • Predictive AI & Customer insights
  • Sales
  • Customer Voice
  • Customer Service
  • Field agents or Service scheduling

Want to find out more about Microsoft Dynamics? Book a discovery call today > 

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