A shared baseline
Usage, pain points, business goals and platform observations are brought into one view.
Nemely service / Nemely Accelerator
Turn the Dynamics 365 you have into the CRM your business needs.
A structured, evidence-led health check covering process, adoption, configuration, performance, integrations and cost—ending in a prioritized improvement plan.
Business insight. Microsoft depth. One accountable team.
Nemely delivery view
CRM health view
- Process friction mapped
- Platform health reviewed
- Backlog prioritized
A few organizations we've worked with
Business focused
The process and decision come before the feature.
Microsoft depth
Dynamics 365 and Power Platform expertise.
One accountable team
Strategy, delivery and adoption stay connected.
Built to evolve
Ownership and improvement continue after launch.
Why this service matters
When CRM value stalls, make the next improvement visible.
Accelerator is for organizations already using Dynamics 365. It combines user experience and business-process insight with a focused technical review.
Evidence over opinion
Stakeholder insight is combined with configuration, performance, error and adoption evidence.
Prioritized action
Quick wins and structural changes are weighed by value, effort, risk and dependency.
Clear ownership
The roadmap connects recommendations to owners, sequencing and measurable outcomes.
How we work
A 360° view of the CRM you already have.
The review follows the value chain from work and adoption to technical health and the path forward.
- 01
Baseline
Agree business outcomes, current frustrations, known risks and what good should look like.
- 02
Listen
Interview leaders, process owners, administrators and everyday users.
- 03
Inspect
Review configuration, custom code, data, integrations, performance, security and capacity.
- 04
Prioritize
Score findings and separate immediate improvements from deeper changes.
- 05
Mobilize
Create the backlog, ownership model and roadmap for measurable improvement.
01 / Find where value is stuck
See the workarounds, friction and adoption gaps.
We examine how the CRM supports daily work and where users compensate outside the platform.
- Process and user interviews
- Usage and adoption baseline
- Workaround and bottleneck map
What we work towards
Users + process + value
02 / Understand platform health
Connect the experience to technical evidence.
Configuration, data, integrations, errors, performance, security and licensing observations reveal what is helping—or holding back—the business.
- Architecture and configuration review
- Data, integration and performance findings
- Risk and capacity observations
What we work towards
Five-pillar health check
03 / Turn findings into action
Make the improvement backlog useful to leaders and teams.
Recommendations are ranked, sequenced and connected to outcomes so that improvement becomes manageable.
- Quick wins and structural opportunities
- Value, effort and risk scoring
- Roadmap, owners and dependencies
What we work towards
Prioritized improvement plan
What you receive
A practical view of CRM health and what to do next.
- 01
CRM health scorecard
- 02
Adoption and KPI baseline
- 03
Process bottleneck map
- 04
Technical and integration findings
- 05
License and capacity observations
- 06
Risk register
- 07
Prioritized improvement backlog
- 08
Executive roadmap and readout
FAQs
Your questions, answered.
The final scope always depends on your situation. These answers explain the decisions we will work through together.
Do we need to be using Dynamics 365 already?
Yes. Nemely Accelerator assesses and improves an existing Dynamics 365 environment. If you are deciding on a new CRM direction, Pre-Study and Business Case is usually a better starting point.
What access do you need?
We agree read access to relevant environments, administration information, analytics and documentation. We also need input from representative leaders, process owners, administrators and users.
What is included in the review, and what affects cost and timing?
The agreed scope can include customizations and integrations, their business purpose, technical condition, dependencies, performance and risks for future changes. The number of environments, areas to investigate and access to evidence and participants affect cost and timing. We confirm the review outputs first; delivery of recommended improvements is agreed separately.
Can Nemely carry out the recommended improvements?
Yes. The core service gives you a prioritized improvement plan. We can then help deliver selected changes through focused sprints or a wider programme agreed with you.
Can Accelerator help us decide whether to rebuild?
Yes. If smaller improvements are unlikely to achieve your goals, the roadmap can explain the options and next assessment steps for a larger redesign or reimplementation.
How is improvement measured?
We agree starting measures for the business, processes, adoption and platform. Recommendations connect to those measures so you can review progress after changes are made.
