Dynamics 365 is a suite of intelligent business applications developed by Microsoft. It encompasses a comprehensive set of cloud-based tools and services designed to streamline various aspects of business operations, including customer relationship management (CRM) and enterprise resource planning (ERP). Dynamics 365 offers modular applications that can be tailored to meet specific business needs, covering areas such as sales, marketing, customer service, finance, operations, and more.
Pi9 excels in delivering CRM and ERP Implementation services with a refined Project Management approach that seamlessly integrates Agile and Waterfall methodologies. Our commitment is rooted in transparent communication, ensuring adaptability to dynamic business changes.
CRM Project Management
Eliminating the endless wait for CRM system deployment is a priority in our projects. we prioritize efficiency, adopting a hybrid Project Management approach that blends Agile and Waterfall methodologies. Guided by principles such as utilizing out-of-the-box solutions, employing a no-code/low-code approach, and identifying a Minimum Viable Product (MVP), we strive to bring your CRM system live in the shortest time possible. Our flexible and value-driven approach sets us apart, emphasizing partnership and customer success over incremental charges. Our projects adhere to the following guiding principles:
- To avoid complexity in subsequent product support, use the Out-of-the-box product as much as possible.
- Configure where necessary and use a no-code/low-code approach to customization/development.
- Identify a Minimum Viable Product (MVP) to bring the system online in the shortest time possible.
- Periodic project update meetings throughout the implementation.
- Businesses evolve. We are flexible to certain changes in requirements.
- Use our experience to suggest any complimentary products from the marketplace that would enhance the overall solution.
- Lastly, to build organizational expertise we will train the trainer.
We truly want to be a partner, not just during the implementation but also through the evolution of your business.
Key Phases of the Implementation Process
- Business Requirements Gathering workshops
- MVP Analysis and Design workshops
- MVP Configuration
- MVP Testing
- Deploying and Training Users
- Further Development Iterations
As Dynamics 365 experts, we offer comprehensive evaluation and improvement plans for existing MS Dynamics systems. Whether considering a move to the cloud or an upgrade to an on-premise platform, we ensure alignment with Microsoft-supported versions, leverage no-code/low-code development, and optimize your environment for enhanced stability and performance. Benefit from our product knowledge and process optimization expertise to drive your business growth.