Dynamics CRM Upgrade Assessment

Upgrade to the latest CRM – don’t get left behind!

The exciting new Dynamics 365 platform has arrived! Don’t miss out on the new enhancements offered by this latest version including sales relationship intelligence, enhanced business processes, enhanced mobile enablement, project service automation, field services and customer insights and powerful business intelligence tools.

Microsoft is continuously enhancing the product to bring more value to the solution and to raise the productivity of every user. It is important to stay current with the latest Dynamics CRM version and enhancement packs. If you are behind, then you may be suffering from too many clicks, frustrated users, no clear status of the current business process, missing intelligence for proactive next steps, or even worse your system could be unsupported.

Dynamics CRM and the business foundation that it was built on was designed to be adaptable. This ‘adaptable by design’ approach enables businesses to continuously improve processes while Microsoft evolves the capabilities of the core solution.

If your company is running an older version of Microsoft Dynamics CRM (v3, v4, 2011, 2013, 2015 or 2016), you may be wondering how much time and effort is required to take advantage of the most recent version and enhancements.


Why Vertical Lift

We can help! We will evaluate all aspects of your current deployment including reports, third party solutions, custom integrations and plugins, JavaScript as well as your infrastructure (the hardware and software on both the client and server side). The results are carefully documented, and we provide recommendations and next steps to help you make an informed decision.

When you decide to proceed with the upgrade, we can help you through each and every step to ensure a smooth transition with no disruption to your business.

Contact us to learn more or book your assessment.