I will implement your microsoft dynamics 365 CRM sales and service

I help people solve simple and complex business problems with Dynamics 365 CRM. This gig is designed to unblock people from getting going in their D365 implementation.

Meant to help people crawl, walk, run in their CRM journey. Ive done this with individuals, large sales/service organizations, and enterprise. This is what works:

Crawl step - 2 to 4 weeks

• We need to analyze your process and setup in CRM
• We need to migrate your customer view and data to CRM
• We need to train you on your process
• Now you are producing data. I call this walking

Walk Step - 3 months to one year

• Use the data to drive decisions in your business/organization
• Focus on reporting, refinement, adoption
• Now you have structured data and can leverage AI

Run step

• Go back and automate your pain points
• Expand CRM to other departments confidently
• Invest in integration confidently

I help with everything Dynamics 365 related

• Customization and configuration
• Sales Service Marketing Field Service Project Operations
• Workflow
• PowerAutomate
• PowerBI

Lets discuss what you need and go from there! Thank you for checking this gig out!