The Process

1

Envisioning

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

2

Configuration & Development

We will build and configure your bespoke CRM system based on the agreed detailed specification. We then present the configured CRM for you to review and sign off.

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 will have access to the system and will be provided with full training on site.