Microsoft CRM Health Check

The goal of the Endeavour CRM Health Check is to build a roadmap that identifies: gaps that need to be addressed, future updates that may impact configuration, and opportunities for change and innovation.  Our goal is to help you maximize the return on your CRM and Microsoft business application investments.

Four pillars of an Endeavour CRM Health Check:

1. Technical review
2. Process / Feature review
3. End-user adoption review
4. Upcoming updates review

Key sections with your CRM Health Check findings document will include recommendations based on your needs:

• CRM Strategy and Customer Journey
  • Marketing, Sales, and Service with link to Finance
• CRM Processes, Features, and Upcoming Updates
• CRM Training & Change Management
• CRM Licensing and Tenant Configuration
• CRM Integrations
• Database capacity and mitigation plans
• CRM Modules and Add-ons
• End user productivity and Microsoft 365 
• Marketing Automation
• CRM Roadmap

Based on your goals and vision we recommend a CRM Health Check every 1-2 years or at key milestones:

• Changing Microsoft CRM partners;
• Upgrading from Dynamics CRM on-premise to Dynamics 365 in the Cloud;
• Annual review of changes and enhancements to the Dynamics 365 platform with an eye to compatibility;
• Implementing new reports or embarking on a broader Business Intelligence strategy;
• Implementing IoT tracking, Field Service,  PSA, Self-Serve Portals and other Dynamics 365 modules;
• Sponsoring any larger business process re-engineering projects (BPR) automation and workflow;
• Moving from Salesforce.com to Microsoft Dynamics 365 (learn more)
• Integrating an acquisition or new line of business;
• Received a warning from Microsoft that 'You're out of Database capacity' / your tenant has used almost all the capacity for Microsoft Dataverse (formerly Common Data Service);
• Implementing product configurators, proposal automation tools and other add-on products