Dynamics Assessment

Choosing a new customer relationship management (CRM) system is a critical strategic decision. The Dynamics 365 Fit Assessment provides a structured, evidence-based analysis to determine if moving to Dynamics 365 is the right choice to achieve your business objectives.

Selecting a platform without a thorough evaluation can lead to costly misalignment, poor user adoption, and failed digital transformations.

Our Fit Assessment delivers an objective, expert review of your needs against the capabilities of Dynamics 365, so you can:

• Make an Informed Decision – Base your choice on a clear understanding of fit, not just on vendor claims.
• Business Value – See exactly how Dynamics 365 can address your key challenges and opportunities.
• Identify Potential Gaps Early – Understand any significant functional or technical misalignments before you invest.
• Build a Business Case – Get the analysis and data you need to confidently justify the investment to stakeholders.

"The Fit Assessment gave us the clarity we needed. We moved forward with confidence, knowing exactly how Dynamics 365 would solve our inventory visibility issues."

🔹Process & Functional Fit – How well do your core business processes align with Dynamics 365's standard capabilities?
🔹Strategic Goal Alignment – Can the platform support your long-term growth, scalability, and innovation goals?
🔹Technical Landscape Compatibility – How will Dynamics 365 fit with your existing IT infrastructure and security requirements?
🔹Total Cost of Ownership (TCO) & ROI – What is the realistic investment, and what business value can you expect in return?
🔹Implementation Readiness – Is your organisation prepared for the change a new system will bring? 

1.   Discovery Workshop – We collaborate with your key stakeholders to map critical business processes and objectives.
2. Gap & Fit Analysis – We analyse your requirements against the Dynamics 365 platform, identifying key fits and any potential gaps.
3. Strategic Recommendation Report – You receive a clear, concise report with our findings, a high-level value proposition, and a recommended path forward.

 ✔ Business Leaders & Decision Makers – Get the evidence needed to make a confident go/no-go decision.
✔ IT Directors & CIOs – Assess the technical and strategic fit within your enterprise architecture.
✔ Finance & Operations Executives – Understand the operational impact and financial implications.