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The Art of Service Standard Requirements Self Assessments

Dynamics 365: Standard Requirements

$249.00 $99.00
(You save $150.00)

Dynamics 365: Standard Requirements

$99.00 $249.00

(You save $150.00)
Downloadable Resources, Instant Access

Product Description

Dynamics 365 Standard Requirements

Crucial Requirements:

  1. Customer Service What is the future of CRM with regards to Customer Service five years from now, What Technologies would affect it the most and what trends in Customer Service landscape would we see at that time?

  2. How many training hours are included within the standard support and maintenance agreement and how is that training delivered (e.g., at the vendors location, onsite at the customers location, via the web)?

  3. Can visitors/customers easily find all relevant information about your products (e.g., prices, options, technical specifications, quantities, shipping information, order status) on your website?

  4. Do you have the ability to track issues important to the customer and contact, and provide followup target dates/trigger dates to remind the relationship manager?

  5. Is there an existing CRM and email marketing relationship already in place, that can/should be leveraged or should we select a new solution altogether?

  6. Did a better profile of customers arise from the implementation of CRM, or from something that the account manager did differently, or from pure luck?

  7. In CRM we keep record of email addresses and phone numbers of our customers' employees. Will we now need to ask for explicit permission to store them?

  8. In CRM we keep record of email addresses and phone numbers of our customersÍ employees. Will we now need to ask for explicit permission to store them?

  9. Are you prepared for the difference in file management with point-to-point integration in Dynamics 365 versus the flat-file organization of Salesforce?

  10. How can we truly understand and predict our customers needs to the point where we can design products and services that suit their needs?

Why Own The Dynamics 365 Self-Assessment?

The Dynamics 365 Self-Assessment will make you a Dynamics 365 domain expert by:

  • Reducing the effort in the Dynamics 365 work to be done to get problems solved

  • Ensuring that plans of action include every Dynamics 365 task and that every Dynamics 365 outcome is in place

  • Saving time investigating strategic and tactical options and ensuring Dynamics 365 opportunity costs are low

  • Delivering tailored Dynamics 365 advise instantly with structured going-forward plans

All the tools you need to an in-depth Dynamics 365 Self-Assessment. Featuring 858 new and updated case-based criteria, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Dynamics 365 improvements can be made.


What Is In The Dynamics 365 Self-Assessment?

The Dynamics 365 Complete Self-Assessment Excel Dashboard

  • Ensures you don't miss anything: 858 criteria in 7 RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain) steps with easy and quick navigating and answering for 1 or up to 10 participants

  • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

  • Gives you a professional Dashboard to guide and perform a thorough Dynamics 365 Self-Assessment

  • Is secure: Ensures offline data protection of your Self-Assessment results

  • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next

The Dynamics 365 Complete Self Assessment eBook version of the book in print

  • Provides a convenient way to distribute and share among the participants to prepare and discuss the Self-Assessment

In using the Self-Assessment you will be better able to:

  • Diagnose Dynamics 365 projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

  • Implement evidence-based best practice strategies aligned with overall goals

  • Integrate recent advances in Dynamics 365 and process design strategies into practice according to best practice guidelines


Assess And Define Dynamics 365 With This Dynamics 365 Self Assessment. Sample Questions From The Complete, 858 Criteria, Self-Assessment:

  • Recognize Criterion: What vendors make products that address the Dynamics 365 needs?
  • Define Criterion: Is the team equipped with available and reliable resources?
  • Measure Criterion: The approach of traditional Dynamics 365 works for detail complexity but is focused on a systematic approach rather than an understanding of the nature of systems themselves. what approach will permit us to deal with the kind of unpredictable emergent behaviors that dynamic complexity can introduce?
  • Analyze Criterion: What are your current levels and trends in key Dynamics 365 measures or indicators of product and process performance that are important to and directly serve your customers?
  • Improve Criterion: Risk factors: what are the characteristics of Dynamics 365 that make it risky?
  • Control Criterion: Is there a Dynamics 365 Communication plan covering who needs to get what information when?
  • Sustain Criterion: In what ways are Dynamics 365 vendors and us interacting to ensure safe and effective use?


Cost/Benefit Analysis; Dynamics 365 Self-Assessment Justification And Approval Tools:

Purchasing a The Art of Service Self Assessment will spur new ideas, fast track project strategy and advance your professional skills. We’ve developed a set of criteria that will aid in gaining approval and give you the ability to validate and review your Self-Assessment investment:

  • Excluding hired consultants and advisors from top management consulting firms, internal Dynamics 365 Self-Assessment work is typically undertaken by senior level positions with titles such as Enterprise Architect, Business Process Architects, Business Process Re-engineering Specialists and Business Architects.

    Statistics according to Glassdoor and Indeed tell these positions receive an average basic pay of $125,000. Daily rates of basic pay are computed by dividing an employee's annual pay by 260 days. The daily salary is then derived by dividing the annual salary of $125,000 by 260 days = a daily rate of $480.

  • Top management consulting firms start at $2,000 a day, with rates typically charged up to 40 hours per week.

For a fraction of this the Self-Assessment will make you a Dynamics 365 domain authority.


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role… In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

For more than twenty years, The Art of Service's Self-Assessments empower people who can do just that - whether their title is marketer, entrepreneur, manager, salesperson, consultant, business process manager, executive assistant, IT Manager, CxO etc... - they are the people who rule the future. They are people who watch the process as it happens, and ask the right questions to make the process work better.


Get The Dynamics 365 Self Assessment That Will Make You A Dynamics 365 Domain Expert Now.




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