Reignite your Microsoft Dynamics 365 investment with a structured review, roadmap, and optimization plan.
We begin by mapping your current sales and service workflows, identifying bottlenecks and user pain points.
We assess performance, customizations, and integration issues that may be limiting your CRM’s effectiveness.
Through interviews across roles, we capture perspectives from leadership, managers, and end-users.
We highlight the difference between your current and desired state, and define business-level and user-specific KPIs.
You receive a full report with improvement opportunities, recommendations, licensing insights, and a clear action plan.
Understand exactly how your Dynamics 365 is working-and where it’s not. We evaluate both usage and tech performance to expose inefficiencies.
Analyze sales and service process bottlenecks
Map role-based system usage and workarounds
Assess configuration, customizations, and license usage
Review system speed, reliability, and integration health
We involve every voice-from leadership to end-users-to shape meaningful KPIs and a business-aligned CRM strategy.
Conduct interviews with management and teams
Gather feedback from day-to-day CRM users
Define success metrics at business, department, and user level
Align performance goals with future growth strategy
Get a crystal-clear path forward with recommendations and priorities that drive measurable results.
Identify quick wins and long-term enhancements
Recommend tech and process improvements
Optimize license usage and cost
Deliver a full report with timelines, owners, and next steps
A CRM pre-study is the foundational phase before implementing a new CRM system. It assesses your business needs, current processes, and technical readiness. At Nemely, we use it to ensure your Microsoft Dynamics 365 implementation is strategic, efficient, and successful from day one.
Typically 4–6 weeks, depending on organization size and system complexity.
Yes. Nemely Accelerator is designed specifically for organizations already running Dynamics 365.
You’ll receive a detailed report including process analysis, system insights, KPIs, improvement suggestions, and a full roadmap.
We recommend involving management, system owners, department leads, and a selection of end-users for a well-rounded view.
