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Dynamics 365 Business Central
Customer Services
Poland

Nomad Nexus

Implemented Dynamics 365 Sales & Customer Service to replace manual practices, achieving 75% engagement improvement.

Duration:

14 weeks

Team:

4 consultants

Migrated from:

Manual CRM Practices

Implementation Journey

1
1 weeks

CRM Strategy Workshop

Collaborative sessions to define CRM vision, success metrics, and priority use cases for sales and service teams.

CRM strategy document Success metrics Priority matrix Stakeholder alignment
2
4 weeks

Sales Hub Implementation

Configuration of Dynamics 365 Sales with lead management, opportunity tracking, and automated sales processes.

Lead management Opportunity pipeline Sales automation Mobile access
3
4 weeks

Customer Service Hub

Deployment of Customer Service module with case management, knowledge base, and SLA tracking.

Case management Knowledge base SLA configuration Service dashboards
4
2 weeks

Integration & Automation

Integration with email systems and implementation of automated workflows for lead nurturing and case routing.

Email integration Workflow automation Lead scoring Case routing rules
5
3 weeks

Adoption & Optimization

Intensive user training, gamification elements, and initial optimization based on early usage patterns.

Training completion Adoption metrics Optimization report Best practice guide
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