- Services
ERP and CRM Assessment Services
Drive Sustainable Long-term Value With DynaSUM Enterprise ERP & CRM Assessment Services
Without feature-packed ERP & CRM systems, businesses can see a dip in sales, increase expenses, frustrate employees & witness poor user adoption. Moreover, with so many ERP & CRM options packed with different features, choosing the right one can be difficult.
DynaSUM works with you to analyze your unique requirements, compare ERP and CRM software options objectively & ultimately recommend a solution that fits your organization’s needs before you invest. Our comprehensive assessment services ensure a solution that promises scalability and long-term value.
DynaSUM Suite of ERP and CRM Assessment Services
Microsoft ERP & CRM Assessment
DynaSUM compares your current Dynamics 365 ERP and CRM footprint with Microsoft’s evolving roadmap. By analyzing Finance, Supply Chain, Sales, and Customer Service modules, we flag licensing inefficiencies, Power Platform gaps, and underused native AI capabilities.
ERP & CRM Assessment Consulting
Specialized teams of experts analyze and assess dozens of ERP/CRM environments. Based on the findings, our teams deliver independent, vendor-neutral findings, not upsell recommendations.
ERP Assessment and Roadmap Development
Our experts consider your current operational needs and ERP capabilities, then translate the findings into a planned roadmap with clear milestones, dependencies & resourcing. This turns assessment insights into a plan that finance teams can actually budget against.
CRM Assessment and Roadmap Development
DynaSUM closely analyses your pipeline visibility, lead-to-cash workflows, and adoption rates across your CRM. Based on that, we sequence fixes into a prioritised roadmap that closes sales-ops gaps before they cost you forecasted revenue.
AI-first ERP & CRM Assessment
To make your systems AI-backed, we assess your current system’s readiness for embedded AI, including copilots, predictive workflows & intelligent automation. This helps identify data, integration, and process prerequisites for AI-driven operations.
Data Migration Strategy Assessment
We evaluate source data quality, mapping complexity, and cutover risk before migration begins, defining cleansing rules, sequencing, and rollback plans that prevent the data loss and downtime botched migrations cause.
Our Dynamic Approach to ERP and CRM Assessment Services
DynaSUM follows a dynamic approach: we analyze prerequisites and your current ERP and CRM structure, then develop recommendations tailored to your business needs.
STEP 01
Discovery & Stakeholder Alignment Across Business and IT Teams
STEP 02
Comprehensive Audit of Current ERP & CRM Systems and Configurations
STEP 03
End-to-End Business Process Mapping Across Key Departments
STEP 04
Fit-Gap Analysis and Technical Risk Assessment of Existing Platform
STEP 05
Evaluation of Build, Buy, Upgrade, or Replace Options
STEP 06
Development of Transformation Roadmap and ROI-Backed Business Case
STEP 07
Stakeholder Workshop to Present Findings and Align on Priorities
STEP 08
Final Documentation Handoff and Post-Assessment Advisory Support
ERP and CRM Technologies We Deal In
Several tools and technologies on the market help businesses boost scalability & long-term value. DynaSUM deals in reliable, powerful Microsoft technologies like Microsoft Dynamics & its individual modules.
Dynamics 365 Sales
Dynamics 365 Customer Insights
Microsoft 365 Copilot
Copilot Studio
Power Automate
Power BI
Microsoft Fabric
Dataverse
Why Pick DynaSUM for ERP and CRM Assessment Services?
Vendor-Neutral Recommendations
We assess your current ERP/CRM without any reseller incentives or platform allegiances. This allows us to deliver findings that are driven purely by your business needs and not by commissions, partnership quotas, or pressure to recommend a specific vendor’s solution.
Faster Time-to-Insight, Lower Assessment Cost
Our dynamically structured methodology & proven frameworks compress typical assessment timelines significantly. We deliver actionable findings & a prioritized roadmap in weeks, not months, without compromising analytical depth or accuracy.
Deep Cross-Platform & Industry Expertise
Our expert consultants have assessed ERP & CRM environments across various technological platforms, bringing pattern recognition from dozens of engagements to spot risks that generic, single-platform assessors typically miss.
Actionable Roadmaps, Not Shelf-Ware Reports
We deliver phased, resourced roadmaps with clear ownership & timelines. With this, DynaSUM ensures that your leadership team can act on findings immediately after the engagement ends.
Boost Sales and User Adoption with Dependable ERP & CRM Assessment Services
FAQs
1. What role do ERP and CRM systems play for a business?
ERP systems are the backend systems that help manage
- Finance
- Supply chain
- Inventory
- Operations
On the other hand, CRM manages customer relationships, sales pipelines, & service interactions. Together, these tools eliminate data silos and drive coordinated, informed decision-making.
2. How long does an ERP and CRM assessment take?
There is no fixed timeline for this. It depends on factors like
- System complexity
- Number of integrations
- Organizational scope
On average, we complete an ERP and CRM assessment in 3 to 6 weeks. While a focused, single-department review can be completed faster, an enterprise-wide assessment across multiple business units typically runs longer.
3. Can I provide my recommendations for a platform?
Yes, we are open to recommendations. If you already favor a specific platform, we will validate that choice against your actual requirements & current-state gaps. This helps us ensure that the recommendation holds up under objective analysis.
4. What ERP and CRM systems do you evaluate?
We are one of the very few ERP & CRM Assessment companies that deals in comprehensive evaluation of Microsoft CRM and ERP assessments.
5. What are the mistakes that I must avoid while choosing an ERP and CRM system?
There are a few things you should avoid to prevent issues when choosing ERP and CRM systems.
- Skipping process mapping before selection
- Underestimating data migration complexity
- Ignoring integration requirements
- Choosing based on brand reputation over fit
- Failing to plan for user adoption and training upfront
6. Can you help with the migration from my existing systems?
Yes. Besides assessment, we develop detailed data migration strategies for our clients. In this, we cover data cleansing, mapping, sequencing, & rollback planning. We can also guide you in selecting an implementation partner to ensure a smooth transition from your current system.
Still have questions?
We’re happy to help. Reach out to discuss your needs, challenges, and how AI can fit your business.