Kickstart your Microsoft Dynamics 365 journey with a focused Pre-study. We identify your challenges, align goals, and build a clear plan for successful implementation.
We align your CRM strategy with business goals through targeted sessions with key stakeholders.
Frontline insights help us tailor the CRM to real user needs and eliminate workflow friction.
We evaluate your setup against industry standards to uncover gaps and growth opportunities.
Receive a full summary of findings with a clear, actionable roadmap to guide a smooth and effective CRM implementation.
We engage key stakeholders to surface goals, pain points, and opportunities—building a strong foundation for your CRM strategy.
Interview key stakeholders to capture strategic goals
Identify CRM pain points and desired outcomes
Map high-level processes and business objectives
Align business needs with CRM capabilities
We analyze your systems, tools, and data to find gaps, integration needs, and ensure you're ready for Microsoft Dynamics 365.
Evaluate current CRM or sales/support tools in use
Review data structure, sources, and quality
Analyze integrations with existing platforms
Benchmark internal capabilities against industry standards
We turn insights into a clear roadmap with priorities, timelines, and risks defined—setting your project up for success.
Create a step-by-step implementation plan
Prioritize features and integrations based on business value
Identify key risks, dependencies, and mitigation strategies
Deliver a strategic pre-study report tailored to your success
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.
Most pre-studies take between 2 to 6 weeks, depending on the complexity and size of your organization. We work with your team to define the timeline early and stay aligned throughout the process.
You’ll receive a detailed report that includes: a business process analysis, key findings, a recommended CRM roadmap, risk assessments, and suggested next steps for your implementation.
We typically involve key stakeholders such as management, department heads, and CRM users. Your team’s insights are crucial to designing a system that truly supports your goals.
We strongly advise against skipping it. The pre-study reduces risk, prevents costly misalignments, and improves adoption. It’s especially critical for Dynamics 365 projects, where strategic planning makes a big difference.
Absolutely. Nemely’s consultants adapt the pre-study to your industry and business model. Whether you’re in professional services, sales, or operations, we tailor the analysis and roadmap to your environment.
