Is this a general CRM consulting call?

No. This session is specifically designed to help you install and configure the CRM Data Health Kit and get clear on how to use it.

What happens after I book?

You’ll receive a short pre-session questionnaire so we can prepare for your environment and goals.

In most cases, the goal is to have the kit installed and configured in the session. If anything needs follow-up, you’ll leave with clear next steps.

Yes. The setup session is designed to support implementation of the CRM Data Health Kit.

In one focused setup session, CRMBix will help install, configure, and walk you through the kit in your own Dynamics environment.

One-off setup session — £199

Data Clarity

User Adoption

Actionable Insights

This is for Dynamics 365 teams who want help getting the CRM Data Health Kit live faster, with a clearer setup process and less trial and error.

If you want practical support rather than figuring everything out alone, this session is for you.

Before the session, you’ll complete a short questionnaire so we understand your setup and goals.

During the session, we’ll work through installation, configuration, and a walkthrough of how the kit works in your environment.

By the end, you’ll have the kit live or clearly configured with agreed next steps, so you know exactly how to start using it.

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