To ensure a successful implementation of this product, it’s essential to understand your business processes, challenges, and goals. Please review some key Dynamics 365 Sales Customer Engagement discovery questions to guide our initial discussions:

1. What are your primary business objectives for implementing Dynamics 365 Sales Customer Engagement?
2. What specific challenges are you currently facing with your sales and customer engagement processes?
3. How do you measure success for your sales and customer engagement initiatives?

4. What systems are you currently using for sales and customer relationship management (CRM)?
5. How do your current systems integrate with other business applications?
6. What are the limitations of your current systems?

7. How do you currently manage your sales pipeline and track opportunities?
8. What are your key sales processes that need improvement?
9. How do you handle lead generation and qualification?

10. How do you currently engage with your customers throughout their lifecycle?
11. What are your key customer engagement processes that need enhancement?
12. How do you track and manage customer interactions and feedback?

13. How do you currently use data and analytics to make sales and customer engagement decisions?
14. What types of reports and insights are most valuable to your sales team?
15. How do you ensure data accuracy and integrity?

16. How do you plan to scale your sales operations in the next three to five years?
17. How do you handle changes in customer requirements and market conditions?

19. What level of customization do you require for your CRM system?
20. How important is it for your CRM system to integrate with other Microsoft products or third-party applications?
21. What specific integrations are critical for your sales and customer engagement operations?

22. What type of support and training do you expect from your CRM service provider?
23. How do you plan to manage the transition to Dynamics 365 Sales Customer Engagement?
24. What are your expectations for ongoing maintenance and updates?

By answering these Dynamics 365 Sales Customer Engagement discovery questions, we can better understand your needs and provide a tailored solution that meets your business objectives. If you have any further questions or need assistance, feel free to reach out!