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Dynamics 365 CRM AuditDynamics 365 CRM Audit
Take advantage of one of Microsoft services and conduct an external Dynamics 365 audit of your workflows to assure your CRM system is optimized, solid, and fully compliant with your business processes.
We can audit your system and make recommendations for improving it.
Take advantage of an external audit to assure your CRM system is fully compliant with your business processes.
External CRM System Audit Includes
Business Processes Audit
A business process audit is an in-depth analysis of the company’s key performance indicators to understand how the company’s CRM system supports the workflow with the daily operations and business needs.
Its main task is to identify existing gaps and omissions for their subsequent elimination.
Also, during the audit of business processes, the effectiveness of anti-crisis processes, operations most exposed to external risks, the least automated procedures are examined, and processes that work slower than others and are least effective are identified.
Information from varied sources can be used while conducting the audit, such as interviewing employees, studying documentation, monitoring work progress, and analyzing data.
Technical Audit
The purpose of a technical audit is to collect, systematize, and evaluate the system's technical characteristics according to certain criteria. This operation is necessary to improve the software and avoid unnecessary costs or modernize the existing CRM system and give a detailed review of your Dynamics 365 environment.
It includes the following aspects of verification:
- Dynamics 365 CRM's architecture
- Configuration settings
- Programming and all the customizations
- Plugins and third-party integrations
- Security
- Compliance
- Data management and system documentation
Interested?
Our Principles in Audit
When conducting an audit, our company adheres to the following principles:
Independence and objectivity
Our experts give the most objective assessment of the current situation at the enterprise.
Competence and professionalism
Our experts have the appropriate education, work experience and Microsoft certifications.
Confidentiality and security
Our company guarantees confidentiality and non-disclosure of the monitoring results.