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Dynamics 365 Implementation

Finding the right Dynamics 365 partner is key to a successful implementation. Our consultants and project team will collaborate and co-lead your CRM implementation.

Dynamics 365 Implementation Services

Move to Dynamics 365 with Confidence

A POWERFUL DYNAMICS 365 CONSULTING PARTNER

From early stages, GOBI brings the right team that fits your business industry, goals and vision. Read more about our engagement.

Simplify your Journey

Our Dynamics 365 engagement team provides the resources to help build your business strategy and road-map to a successful Dynamics 365 environment.

Faster ROI

Our Dynamics 365 consultants and technical team help increase adoption and utilization rate as well as address day-to-day operational challenges.

A Powerful Partner

GOBI brings industry experience and a modern digital transformation strategy applied to over 100 clients.

Our Approach to a Successful CRM Implementation

Envision
Understanding your business goals, current capabilities, requirements, and processes is key to any CRM implementation. Through discovery and gap analysis, together we will document a guideline and a roadmap to a CRM that drives success and growth.
Design
Getting it all together. Your processes, documents, automation, third-party applications, business requirements, security, and data. At this stage, our team begins a design process and breaking the project into milestones.

Development
The development stage consists of developing your CRM user experience, integrations, and back-end code tasks. Each development milestone is presented and reviewed with your project stakeholders to ensure satisfaction.

Testing and Feedback
We conduct a series of internal and collaborative workshops to test and validate the product in preparation for data conversion. This allows our team to present a usable product ready, demonstrate business processes, and engage with your team on suggestions.
Data Conversion
We conduct a series of internal and collaborative workshops to test and validate the product in preparation for data conversion. This allows our team to present a usable product ready, demonstrate business processes, and engage with your team on suggestions.
User Adoption and Training
During the project’s early stages, together, we define a successful adoption playbook to continuously drive engagement and usage. Our Dynamics 365 consultants will oversee training based on the agreed-on playbook as well as provide internal champion training for each CRM role.
Go Live
Importing most recent data and pre-live cleanup to ensure a smooth live transition. Our engagements continue beyond going live. We aim to increase your CRM ROI, drive user adoption and engagement, and enhance and support your Dynamics 365 solutions.
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Our Accelerate Workshops

Our Dynamics 365 implementation workshops designed to jumpstart your Dynamics 365 journey with pre-defined packages.

Dynamics 365 sales consulting

Sales Accelerate

Accelerate your Dynamics 365 for sales and get your team up and running in two weeks. This workshop delivers core and best practice implementation with enhanced sales productivity tools.
Dynamics 365 marketing consulting

Marketing Workshop

A two-week workshop focusing on Dynamics 365 marketing. Our engagement delivers a ready-to-market platform with advanced configuration, reporting, and user training.

Business Central Starter

The workshop is ideal for organizations with previous knowledge on how to setup ERP and accounting systems and looking for Business Central consultants to complete core configurations.

Frequently Asked Questions

How long does it take to deploy Dynamics 365?

Out-of-the-box configuration and setup is a quick task. However, our consultants and project team will work with you to customize the system based on your needs. The core scenarios we have in our workshops can get you started in as little as two weeks. 

We have complex processes and requirements - how can you help?

We offer in-depth discovery and planning workshops to help define your CRM goals and statement of work. We aim to bring it all together and determine the best approach for your organization’s needs. Our team is able to handle Dynamics 365 projects regardless of the requirements or complexity. 

What if we just want to get licenses from you?

If you get Dynamics 365 licenses from us, you may take advantage of our on-boarding workshop and training – a four hours workshop to help get you started quickly.

What are your accelerate workshops?

Our accelerated workshops are a pre-defined statement of work to help organizations with less complex requirements implement and use Dynamics 365. If you have any questions or need further information, please contact us.

What is the implementation cost?

Estimating the cost of Dynamics 365 implementation is difficult without a scope of work. However, our workshops can offer a jumpstart to your implementation starting at $2,500. The discovery phase will help determine or confirm the scope with you and your team. If you have additional questions, please contact us.

What type of industries do you support?

Our consultants have experience implementing Dynamics 365 for a wide range of industries including finance and capital markets, healthcare, manufacturing, retail, SMB, and service-based businesses.

Accelerate Your Business with Dynamics 365

Dynamics 365 Immersion Workshop

Understand the value Dynamics 365 brings to your business. From sales and customer service transformation to empowering your field and back-office team.

Agenda

  • Discovery session with stakeholders and decision-makers
  • Current operation state and technical evaluation
  • Business line of applications and data readiness assessment
  • Dynamics 365 function-based demonstration

Resources

Private Equity firm enhances deal management using Dynamics 365

Private Equity firm enhances deal management using Dynamics 365

The Back Story Data, analytics, and communication are the core of any private equity firm. Deciding that it’s time to organize its data and…
The SMB Guide to Leveraging Dynamics 365 for Success

The SMB Guide to Leveraging Dynamics 365 for Success

There’s more to Microsoft than Outlook, Word, Excel, and Teams, and you don’t need to be an enterprise company to utilize it. Use this eBook…
Unify your business with Dynamics 365 and Office 365

Unify your business with Dynamics 365 and Office 365

If you are running your business today using multiple applications and productivity tools, you may be keeping data and people apart. By treating your…

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Transform your business with Dynamics 365

Schedule a personalized consultation with our Dynamics 365 consulting team and learn more about our capabilities.