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.
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:
We will provide a complete expert analysis of all your business processes and the technical parameters of your Dynamics 365 CRM system.
When collaborating with UDS Systems, which provides Dynamics 365 services, you can always count on professional advice and technical support from our specialists.
Our highly qualified specialists will help you establish and significantly improve your work processes, security, and overall business performance.
Thanks to our technical support, your CRM system will be able to function as productively as possible, regularly receiving updates and being optimized.
Our specialists, with extensive experience and unique skills, will identify and quickly eliminate any failure in your CRM's operation and optimize all ineffective work processes.
We fully comply with the standards and requirements for Dynamics 365 CE external audit services and adhere to the pre-approved audit protocol, data security, and confidentiality regulations.
Order a Dynamics 365 Consultation with a Microsoft Consultant
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