Your name*
 
 
Your email*
 
 
 
 
Organisation name*
 
 
Email*
 
 
 
 
 
 
Who should we contact?*
 
 
Phone number*
 
 
Email Address*
 
 
 
 
Current CRM situation*
 
Considering implementing a new solution
Planning in implement Dynamics 365 Customer Engagement
Already using Dynamics 365
 
When is their preferred go-live date for a new solution?
 
 
 
 
What issues need to be addressed?*
 
Customer data not connected
Inefficient business processes
Reporting issues
User adoption challenges
System is out of date / upsupported
 
How many users?
 
 
What type of business processes need to be managed?*
 
Sales management
Service cases
Integration with accounts / ERP
Marketing automation
Field service to manage work orders
Project service 
Other
 
What other processes need to be managed?
 
 
Any other information?