Dynamics 365 Implementation Services

Dynamics 365 Implementation Tailored to Your Needs

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Choosing the Right Dynamics 365 Implementation Service Partner

Dynamics 365 is the right solution for your business. However, choosing Dynamics 365 is just the first step to growth and success. It is crucial that your Dynamics 365 suite is implemented perfectly. A sub-par deployment can result in unscheduled delays, excessive costs, and constant frustration.

Dynamics 365 Implementation Strategy

Dynamics 365 implementations are complex projects. At PreludeSys, we evaluate your current and future needs to strategically align the Dynamics 365 implementation with your specific business goals and objectives. We achieve this by dividing the implementation project into the following four key phases, and we employ our team of technical experts at every step.

Implementation Strategy

Assessment

Our Customer Success Managers and consultants work closely with your stakeholder team to discuss and understand current business processes and future states.

Functionalities

Existing processes, functionalities and workflows will be analyzed to strategize future roadmaps that will drive tangible results.

User Persona

We develop a deep understanding of your users to build a system that provides selective access based on the varying levels of your company's user personas.

Data Volume and Format

We will carefully evaluate data quantity, quality and structure to identify if data needs to be imported from different sources.

Coexisting Data or Apps

We prepare for strategic integration to ensure frictionless end-user experiences where multiple applications and data can be accessed using a single interface.

Planning

From choosing the right Dynamics 365 license to defining the key functionalities, processes and workflows, our strategic approach towards project planning ensures that your Microsoft Dynamics 365 implementation goals are met.

Functionalities, Processes and Workflows

Functionalities, Processes and Workflows

Based on our assessment of your business requirements, we refine the functionalities, processes and workflows that need to be implemented in Dynamics.

App Integration

App Integration

All the applications and systems that need to be integrated with Microsoft Dynamics are reviewed and schemed out for Integration.

Subscription Licenses

Subscription Licenses

Each Dynamics license is an investment to the company, so we help clients choose the right applications and the number of licenses based on end-user adoption.

Data Migration Plan

Data Migration Plan

We carefully review, clean, and de-duplicate data before migrating them to the Dynamics cloud instance.

Configuration

We configure Microsoft Dynamics 365 to suit your unique needs based on detailed assessment and meticulous planning

User-based Data Access

Each user is assigned with a specific profile, providing selective access to specific features and functionalities.

Setup Processes and Workflows

Based on the business requirements, we will configure business processes such as forecasting, campaigns, leads, accounts, opportunities and case management.

Setup Automation, Reports, and Dashboard

Our team will set up automation wherever possible. Reports and dashboards will be created to measure and monitor performance.

A Successful Dynamics 365 Implementation Starts with User Adoption

The true value of a Dynamics 365 implementation lies in how well end-users embrace it. Recognizing that user adoption is the cornerstone of success, we design our implementation strategies with a focus on creating exceptional end-user experiences.

We carefully identify and address adoption challenges, with lack of training and platform familiarity often being key hurdles. Our approach includes comprehensive, hands-on training for internal stakeholders, empowering them with the knowledge and confidence needed to maximize the platform's value and drive meaningful outcomes.

Benefits of Our On-Demand Services

Our team works on-demand—you only pay for the hours and services used—without being tied to a subscription model.

We've helped clients across industries streamline their development, integration, maintenance, and administration with our ODS approach, while providing advisory support to guide their Dynamics roadmap.

Scalable support that adjusts to your needs.

No resource planning or conflicts.

No usage level commitments.

Pay only for what you use, with 50% lower total cost of ownership compared to traditional models.

Why LevelShift

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Deep Expertise

Our team of experts understands the intricacies of D365, ensuring seamless integration and optimal performance.

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Proven Track Record

With a history of successful implementations, we deliver tangible results that drive business growth.

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Customization and Flexibility

Our solutions are tailored to your specific needs, adapting to your unique processes.

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Exceptional Support

Our dedicated support team is always ready to assist you, ensuring smooth operations and maximizing ROI.

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