
Dynamics 365 Strategy & Governance Consultancy Package
Delivery in
5 days
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What you get with this Offer
I will conduct a strategic consultancy engagement for your Dynamics 365 CRM platform: review your current architecture, assess your governance (data quality, roles/permissions, security), define future-state roadmap, and align CRM strategy with business objectives and digital transformation goals.
You’ll receive an executive-level report with CRM architecture, governance model, roadmap of implementations, recommended best practices for scalability, adoption and security — ensuring your CRM investment becomes a competitive asset.
This service stands out because it goes beyond implementation — it ensures you have the right structure, processes and vision so your Microsoft Dynamics CRM system supports growth, efficiency and business success.
You’ll receive an executive-level report with CRM architecture, governance model, roadmap of implementations, recommended best practices for scalability, adoption and security — ensuring your CRM investment becomes a competitive asset.
This service stands out because it goes beyond implementation — it ensures you have the right structure, processes and vision so your Microsoft Dynamics CRM system supports growth, efficiency and business success.
What the Freelancer needs to start the work
Please provide read-only or admin access to your Dynamics 365 environment, documentation of current processes, existing governance/risk issues, strategic business objectives, and key performance indicators you want to track.
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