Empower your business with expert upgrade insights
Are you considering an upgrade to your Dynamics 365 solution? Ensure a smooth, cost-effective transition with our comprehensive Upgrade Assessment. Our seasoned Dynamics 365 experts are here to provide detailed, actionable recommendations tailored to your business needs.
Upgrade with Pipol
Learn more about why upgrading is essential, how working with Pipol can simplify the process, and understand the benefits for your organization when making the move from Dynamics NAV or AX. We ensure you make a well-informed decision and clearly understand the benefits and what to expect from us throughout the project.
What is an Upgrade Assessment?
- A comprehensive service: An Upgrade Assessment is designed to evaluate your current Dynamics 365 system and outline the optimal upgrade path. Using proven tools and expertise, we deliver an in-depth analysis covering the scope, timeline, benefits, and costs associated with the upgrade, equipping you with all necessary information for informed decision-making.
- 100% tailored to your business: The assessment identifies areas for potential improvement to maximize the value of your Dynamics 365 investment and align it with evolving needs. It highlights enhancements in performance and security, streamlining opportunities, integration options, and new functionalities that drive productivity and user satisfaction.
- A shortcut to minimize risk - and costs: Ultimately, the Upgrade Assessment provides a transparent view of the upgrade’s return on investment (ROI), helping you minimize risks and avoid unnecessary costs. It delivers actionable insights and a clear cost-benefit analysis to support strategic decisions for your system’s future.
How it works
1. You fill in a simple questionnaire
You complete a straightforward questionnaire to give us an initial understanding of your current setup and requirements.
2. You share your solution files
This will enable our experts to conduct an in-depth assessment using our specialized tools.
3. Our experts analyze the data
Our Dynamics 365 experts will analyze your system data, and identify areas for improvement and potential challenges.
4. You receive a comprehensive report
The Upgrade Assessment Report contains:
1. An upgrade scope: Clearly defined boundaries and objectives for the upgrade.
2. A suggested schedule: A realistic timeline for the upgrade process.
3. A list of benefits: An overview of the improvements and efficiencies you can expect post-upgrade.
4. Suggested expenses: Transparent costing to help you budget effectively.
5. Actionable recommendations: Specific advice from our top technical and functional experts to ensure a successful upgrade.
Why choose our Upgrade Assessment?
- Expertise: Benefit from the knowledge and experience of leading Dynamics 365 professionals.
- Proven tools: Our assessment utilizes advanced tools that have been tried and tested to deliver accurate and reliable results.
- Customized recommendations: Get tailored advice that aligns with your unique business needs and objectives.
- End-to-end support: Whether you need full assistance from A-Z or prefer to work closely with your existing partner, we offer flexible support to ensure your seamless upgrade.
When is it relevant?
- Your current verison is nearing end of support: This assessment can clarify what is needed to stay compliant, avoid security risks, and take advantage of the latest features.
- You are experiencing system limitations: If your system’s performance, capacity, or integration capabilities are hindering operations or future plans, the assessment identifies potential solutions, ensuring your technology supports growth.
- You have new business requirements: When your business changes—such as expanding into new markets or adding services—an Upgrade Assessment can reveal how Dynamics 365 can evolve with you, supporting new needs effectively.
- You are introducing technology advancements: As Dynamics 365 continues to evolve with cutting-edge capabilities like AI-driven insights, enhanced automation, and more robust analytics, an Upgrade Assessment helps you decide which new features could bring immediate and long-term value to your operations.
Advantages for your business
- Informed decision-making: Make well-founded decisions with a clear understanding of the upgrade implications.
- Cost efficiency: Avoid unexpected expenses with a clear, upfront cost estimate.
- Minimized downtime: Plan your upgrade with minimal disruption to your daily operations.
- Enhanced performance: Improve system performance, scalability, and user satisfaction.
- Futureproofing: Stay ahead of the curve with the latest features and functionalities that Dynamics 365 offers.
Get in touch
Send us an email
Let us know what your challenges are all about. We are here to help.
