What do you need to do to set up your Microsoft Dynamics 365 Project for Success?

Whether you are using the waterfall or agile approach to your project, knowing what you will deliver is essential for success – and sometimes to quote your client for the work! When this is not done, or not done adequately, you run the risk of being greeted with many unpleasant surprises as you move through the project.

In this session, Gill Walker (MCT, Most Trusted CRM Expert 2022, by Influential Businesswoman Awards) will take you through a process that will give you the foundation for your development, testing and training as well as success with your customer.

Gill will share with you a methodology for having the correct conversations with your client’s stakeholders to get the information – and a consensus requirement from the organisation, rather than a plethora of individual wants and desires.