Dynamics 365 Sales incl. Viva Sales Assessment with Cloud Intel – 4 Week Assessment

Dynamics 365 Sales incl. Viva Sales empowers sales teams with automation, contextual insights, and AI-powered assistance to achieve remarkable sales results. Cloud Intel facilitates Dynamics 365 Sales incl. Viva Sales Assessment evaluates your current setup, comprehends your business objectives, pins challenges in managing your financials, supply chain, operations, commerce, and reporting activities, and identifies the right sales applications for your organization.

The goal of this assessment is to showcase how Dynamics 365 Sales incl. Viva Sales benefits your organization with its AI-based automated solutions, enabling your business to innovate and not be bogged down by the old version of CRM challenges.

Cloud Intel helps you understand how Microsoft Dynamics 365 and Viva Sales can work together to deliver an intuitive, AI-driven user experience that guides salespeople through automated tasks and information necessary to close deals. It provides cost analysis, including estimated costs for configuration and setup, training, and data conversion.

You will receive assistance on licensing for Dynamics 365, guidance to maximize the utilization of Dynamics 365 Sales including Viva Sales, and insights on necessary changes to your current setup (including configuration, timeline, security, and policies) for seamless integration with your existing systems.

As part of our assessment, we shed light on how, with Azure Cloud, Dynamics 365 can effectively integrate with your on-premises database and the rest of your CRM and ERP in the cloud and how to leverage Azure Cloud capabilities to get benefits from security and encryption to machine learning and the evolving landscape of artificial intelligence within Microsoft Azure. Microsoft Azure OpenAI services such as Azure AI Speech and Azure Innovate enable seamless integration with OpenAI models such as Viva Sales for AI-assisted experiences. Azure Cloud provides an impressive hybrid cloud solution for enterprises of all sizes, simplifying the migration to Dynamics 365 without requiring extensive changes to the current infrastructure.

Key Deliverables

• Discovery

• Assessment

• Overview of Dynamics 365 Sales and Viva Sales

• Gap and Solution Analysis

• Upgrade Scope Document

• Business Value Analysis

• Benefit and Security Analysis

• Financial Overview

• Timeline and Roadmap

• Executive Summary

• Next Steps

Supercharge every aspect of your business's sales with Cloud Intel!