This Instant-Access Self-Assessment Excel Dashboard and accompanying eBook is for managers, advisors, consultants, specialists, professionals and anyone interested in Microsoft Dynamics CRM assessment.

‘Thank you, this is perfect – I will certainly be recommending Self Assessment dashboards to all – I can’t wait to tell my colleagues on Monday’ Mel F., Change Management Professional

‘After a tool eval of various dash-boarding technologies, The Art of Service’s self assessment was our preferred solution. It was nice to see our choice validated in the self assessment outcomes.’ – Sr Business Intelligence Engineer in the Services Industry

‘The complete process from procuring the product to getting started and help from the vendor was very collaborative and positive. Ease of use is great and there is enough documentation available to troubleshoot issues. ‘ – Vice President in the Finance Industry

What Is The Microsoft Dynamics CRM Self-Assessment?

The Microsoft Dynamics CRM Self-Assessment’s Purpose is:

  • To help our clients to reduce their effort in the Microsoft Dynamics CRM work they do to get their problem solved
  • To help our clients in ensuring that their plans of action include every Microsoft Dynamics CRM task and that every Microsoft Dynamics CRM outcome is in place
  • To help our clients not having to spend time investigating strategic and tactical options, therefore saving time and ensuring Microsoft Dynamics CRM opportunity costs are low
  • To help our clients channel implementation direction instantly to deliver tailored Microsoft Dynamics CRM advise with structured going-forward plans

All the tools you need to an in-depth Microsoft Dynamics CRM Self-Assessment. Featuring 618 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Microsoft Dynamics CRM improvements can be made.

What You Get:

The Microsoft Dynamics CRM Complete Self-Assessment Excel Dashboard

  • Ensures you don’t miss anything: 618 questions in 7 RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain) steps with easy and quick navigating and answering for 1 or up to 10 participants
  • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
  • Gives you a professional Dashboard to guide and perform a thorough Microsoft Dynamics CRM Self-Assessment
  • Dynamically generated projects-ready RACI Matrix shows your organization exactly what to do next
  • Is secure: Ensures offline data protection of your Self-Assessment results

The Microsoft Dynamics CRM Complete Self Assessment eBook version of the book in print

  • Provides a convenient way to distribute and share among the participants to prepare and discuss the Self-Assessment

In using the Self-Assessment you will be better able to:

  • Diagnose Microsoft Dynamics CRM projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Microsoft Dynamics CRM and process design strategies into practice according to best practice guidelines

Assess and define Microsoft Dynamics CRM with this Microsoft Dynamics CRM Self Assessment. Sample questions from the Complete, 618 Questions, Self-Assessment:

  • Recognize Question: Which companies use microsoft dynamics crm?
  • Define Question: How does the organization define, manage, and improve its Microsoft Dynamics CRM processes?
  • Measure Question: How can skill-level changes improve Microsoft Dynamics CRM?
  • Analyze Question: Where do ideas that reach policy makers and planners as proposals for Microsoft Dynamics CRM strengthening and reform actually originate?
  • Improve Question: What vendors make products that address the Microsoft Dynamics CRM needs?
  • Control Question: Is the scope of Microsoft Dynamics CRM defined?
  • Sustain Question: Think about the kind of project structure that would be appropriate for your Microsoft Dynamics CRM project. should it be formal and complex, are can it be less formal and relatively simple?

Value [to you] of the Microsoft Dynamics CRM Self-Assessment

Excluding hired consultants and advisors from top management consulting firms, internal Microsoft Dynamics CRM Self-Assessment work is typically undertaken by senior level positions with titles such as Enterprise Architect, Business Process Architects, Business Process Re-engineering Specialists and Business Architects.

Statistics according to Glassdoor and Indeed tell these positions receive an average basic pay of $125,000. Daily rates of basic pay are computed by dividing an employee’s annual pay by 260 days. The daily salary is then derived by dividing the annual salary of $125,000 by 260 days = a daily rate of $480.

Top management consulting firms start at $2,000 a day, with rates typically charged up to 40 hours per week.

For the price of a fraction of this you can get complete peace of mind. Now.

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role… In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

For more than twenty years, The Art of Service’s Self-Assessments empower people who can do just that – whether their title is marketer, entrepreneur, manager, salesperson, consultant, business process manager, executive assistant, IT Manager, CxO etc… – they are the people who rule the future. They are people who watch the process as it happens, and ask the right questions to make the process work better.

You are free to use the Self-Assessment contents in your presentations and documentation for internal end external use without asking us – we are here to help.

Categories: Documents