What is CRM Doctor?
CRM Doctor is a free, expert-led diagnostic service from Node4 designed to assess the health, performance, and strategic alignment of your Microsoft Dynamics 365 CRM system.
Whether you’re experiencing inefficiencies, underutilised features, or simply want a second opinion on your setup, our CRM Doctor Health Check offers a structured, insightful review that helps you get more from your CRM investment.
This isn’t just a surface-level check. It’s a deep, consultative process that uncovers what’s working, what’s not, and what’s possible.
Our Guide to Dynamics CRM
Explore how Microsoft Dynamics 365 CRM helps you streamline sales, service, marketing, and field operations all in one powerful platform. This eBook breaks down the product landscape, licensing, real-world use cases, and how to customise CRM to fit your business leaders and CRM users alike.
What’s included in Node4’s CRM Dr?
“Mini Day in the Life” (MDITL) Review
- A focused, hands-on session where we observe how your team uses CRM in real scenarios
- Helps uncover inefficiencies, user pain points, and missed opportunities in daily workflows
- Ideal for identifying practical improvements with minimal disruption
Strategic Roadmap
- A tailored action plan based on findings from either review
- Includes quick wins, service recommendations, and long-term strategies
- Designed to align CRM improvements with your business objectives
How It Works
The CRM Doctor journey starts with a simple step: book your free session. From there, you’ll receive a 30-minute initial consultation where we get to know your business, your CRM setup, and your goals. Next comes the tailored health check assessment, delivered either onsite or online to suit your team’s needs. Finally, you’ll receive a comprehensive CRM Health Check Analysis, packed with insights, recommendations, and a clear roadmap to help you get the most from your Microsoft Dynamics 365 CRM.
Before We Start
User account
We require a Power Platform Administrator user account with licenses for products to be reviewed as part of the Health Check.
Your people
Our sessions are held on-site or remotely with your people. Understanding pain points and challenges is only possible when working with system users.
Who’s It For?
- Looking for new support partner and are you not getting the right support from your current support partner/Managed Service proposition
- Teams who feel their CRM isn’t delivering the value it should
- Businesses considering a reimplementation or migration and want to validate their direction before making a major investment
- Organisations that have inherited a CRM setup need clarity on what’s working, what’s not, and what’s possible
- Technology Leaders who want an independent, expert perspective to support internal decision-making or justify change
- Anyone who suspects their CRM could be doing more but needs help identifying how
- Companies operating with disjointed or manual systems lack cohesion and are slowing down productivity
CRM Doctor: The Fix Your System Didn’t Know It Needed
Watch how our experts tackle common CRM pitfalls from rushed rollouts to bloated systems and turn them into strategic wins.s
Why Choose Node4?
Get in touch
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