The Process

1

Envisioning

Here we collect the information necessary for us to set up your Dynamics 365 CRM ready to present a detailed specification for you to review and sign off.

2

Configuration & Development 

Building and Configuring your bespoke CRM system based on the agreed detailed specification. We then present the configured CRM for you to review and sign off before we go live.

3

Go Live & Training

Once you’re happy that the system is working as it should do, we migrate the data from your old system, where possible. Your team then has access to the system and is provided with full training on-site.