Peter was a pioneer in the Client Issue Management project based on MS Dynamics that we initiated mid 2008. He has progressed from the role of the lead IT Consultant leading a team of about 4-6 from Fujitsu Services to eventually taking on the overall Project Management of the project. The project is one of the most successful projects at the Bank which reached a user base of 3000 users in just over a year. He had liaised with both the IT technologists at the Bank from different areas as well as the varied user groups. A truly consummate professional.

Director. Barclays Capital

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Your Dynamics 365 / CRM Guide

Addresses the problem of a business not being able to afford or justify a full on site resource but need to apply to own their instance of Dynamics 365 / CRM to develop stronger customer relationships and show return on investment. This annual support and training service provides 150 hours of guidance and training aimed at key business objectives.

Includes

 

2 day super user course - for the super users

Including topics such as user admin, security roles, email tracking, system config, change process, view configuration and advanced find, charts and dashboards, reports, document and email templates. Flexibility to include custom components and ISV solutions.

 

For the year: 150 hour CRMK services at 7.5 h per day.

 

Custom guides and process documents for your Dynamics 365 / CRM - key processes outside of the box

 

Collaboration web site with key tasks and timelines

 

Online knowledge base with key content related to their business

 

Question and answer forum - via nominated super user

 

Process videos and custom help content

 

Quarterly on site visit  - agenda agreed in advance

 

Weekly webinar - 1 hour - agreed topic and questions

 

Monthly progress report - adoption & usage and developments - check against benchmarks