Packaged Offer T20 · Dynamics 365 CRM
Your Dynamics 365 CRM is costing you revenue.
Your Dynamics 365 CRM is costing you revenue.
We fix it in 21 days.
Duplicate records your representatives work around. Pipeline stages nobody believes. Integrations syncing wrong data silently. A certified Redefine consultant audits, executes, and delivers a clean Dynamics 365 CRM with documented standards in three weeks flat.
- Fixed price, no hourly overruns
- 21-day delivery
- Credits against implementation
- Microsoft Gold Partner
Submit your brief, call within 48 hours, scoped proposal in 3 days, cleanup begins within 1 week of sign-off.
CRM Health Check
Does your Dynamics 365 CRM have any of these?
Select every issue that applies. Your CRM health score updates live.
CRM Health Score100%
No issues selected. Select symptoms above.
Your CRM shows signs of needing a professional cleanup. Book a free 30-minute assessment call.
Book Free CRM Assessment CallWhat is a Dynamics 365 CRM cleanup package? A fixed-scope engagement covering data audit and profiling, duplicate record removal across all CRM entities, pipeline stage rebuild with exit criteria, integration connector health check and repair, field configuration corrections, data standards documentation, and a 30-day monitoring guide. Priced at a fixed fee that credits 100% against any follow-on implementation statement of work.
4.9 of 5
52 engagements
21 days
Kick-off to sign-off
94%
On-time delivery
The Business Case For Cleanup
What a dirty Dynamics 365 CRM actually costs you
Watch team size scale automatically, or drag the slider to model your team. Annual cost of CRM chaos and cleanup return on investment update live.
Your Team Size
How many representatives use your Dynamics 365 CRM?
What That Costs Annually
Hours lost per year
2.5 hours per representative per week navigating bad data
3,250 hours
Productivity cost at $42 per hour
Fully-loaded representative benchmark
$136,500
Pipeline data that is inaccurate
Across 52 audited Dynamics 365 environments
47% of total
Based on 2.5 hours per representative per week lost to bad data navigation. Fully-loaded representative cost benchmarked at $42 per hour. Redefine Innovations CRM Data Quality Benchmark, 2024.
Annual Cost Of CRM Chaos For Your Team
$136,500
per year in lost productivity alone
Annual Chaos Cost
$136,500
Ongoing, every year
Cleanup Cost
Fixed Price
Fixed, one time, credits to statement of work
Year-One Cleanup Return On Investment
39x
return on the cleanup investment
"The average business-to-business CRM has a 25% to 30% duplicate record rate after 18 months of live use. By month 30, that figure exceeds 40% without active data governance. At that point, your forecasting is directionally correct at best."
Redefine Innovations: CRM Data Quality Benchmark, 2024 (52 Dynamics 365 environments audited)
Dynamics 365 Sales covered
Customer Service covered
Field Service covered
Package Contents
Seven named deliverables. Each with a signed acceptance criterion.
Nothing is delivered without your sign-off. Every output is documented, transferable, and yours to keep regardless of which partner you work with next.
Package At A Glance
Fixed priceConfirmed on call
Duration21 calendar days
Your team's time6 to 8 hours across 3 sessions
Records coveredUp to 200,000
Statement of work credit100% of fee
The full package fee credits 100% against any subsequent Redefine Innovations implementation or optimization statement of work.
Onboarding Process
From signed agreement to clean CRM in 21 days
Three phases. One named consultant. Seven signed deliverables. Your team commits fewer than 8 hours total.
01
Week 1, Days 1 to 5
Assessment And Audit
Connect to your Dynamics 365 environment. Automated data profiling across all entities. Full CRM Audit Report delivered by Day 5.
02
Week 2, Days 6 to 14
Cleanup Execution
Merge duplicates, rebuild pipelines, repair integrations, correct field configurations. Every change logged and reversible until Day 5 sign-off.
03
Week 3, Days 15 to 21
Documentation And Hand-off
Data standards documented and walked through with your administrator. Sign-off call and certificate issued Day 21. Fee immediately credited.
Certified Dynamics 365 Consultant
Every cleanup is delivered by a consultant holding MB-300 certification minimum. Their credentials are shared before the invoice is raised. You choose to proceed or not.
Data Profile Summary
3 Critical Findings
Duplicate Accounts
11,400 duplicate pairs detected
34%
Pipeline Stage Issues
7 stages not updated in 14 months
Critical
Integration Errors (Business Central)
Silent failures for 11 weeks
47 per week
Field Completion (Opportunities)
Required fields missing data
41%
Report approved. Cleanup execution begins Day 6.
Cleanup Progress
In Progress
Duplicate merge9,841 of 11,400
Pipeline stage rebuild7 of 9 stages complete
Business Central integration repairAuthentication repair complete
Field configurationIn review
Mid-point progress call scheduled: Day 10. Next milestone: Field corrections complete Day 14.
All 7 deliverables accepted
CRM Data Audit Report, signed
Duplicate Removal (11,400 records), signed
Pipeline Stage Rebuild, signed
Integration Repair (3 connectors), signed
Field Configuration and Data Standards, signed
Fee Credit Status
100% credited to follow-on statement of work
The Cleanup Difference
What your Dynamics 365 CRM looks like before and after
Toggle between states to see every metric change. Based on 52 completed cleanup engagements across North America.
Dynamics 365 CRM
Sales Dashboard
3 Critical Issues Detected
Pipeline Accuracy
43%
vs. target 85% or higher
CRM Adoption
61%
Representatives using spreadsheets
Sync Errors Per Week
47
Silent integration failures
Duplicate record rate34%
1 in 3 Accounts is a duplicate
Mandatory field completion41%
Most required fields blank or wrong
Leadership pipeline trust22%
Reports reviewed skeptically
Documented data standardsNone
No enforced entry rules in place
Right-Fit Check
Who the CRM Cleanup Package is built for
Three distinct situations where 21-day cleanup delivers faster return than re-implementation, retraining, or hoping the data fixes itself.
Sales teams 12 to 30 months post go-live
Your Dynamics 365 Sales implementation went live but adoption has stalled. Representatives are working around the CRM rather than in it. Pipeline reports are reviewed skeptically. A cleanup at the data layer restores confidence faster than retraining alone.
- Dynamics 365 Sales, 50 to 500 seats
- Representatives using spreadsheets as backup
- Forecast variance above 25 percent
Post-acquisition CRM consolidation
You acquired a business or merged teams with separate CRM histories into one Dynamics 365 tenant. Duplicate accounts, conflicting naming conventions, and overlapping pipeline stages are the immediate result. A cleanup scopes and resolves the data conflict in 21 days.
- Post-merger Dynamics 365 environments
- Multiple data sources merged
- Conflicting pipeline definitions
Pre-optimization or artificial intelligence readiness cleanup
You are planning a Copilot for Sales deployment, a Power BI pipeline dashboard, or a Dynamics 365 module expansion and need to clean the underlying data before it pollutes your artificial intelligence outputs or your new reporting layer. The cleanup package is the prerequisite that protects that investment.
- Copilot for Sales readiness
- Power BI pipeline reporting
- Dynamics 365 module expansion preparation
Client Result
How a business-to-business technology distributor recovered $4.1M in hidden pipeline and restored CRM trust in 19 days.
11,400
Duplicate account records removed
$4.1M
Legitimate pipeline recovered from buried records
89%
CRM adoption (up from 61 percent)
19 days
Delivered 2 days ahead of schedule
Challenge
A 200-person business-to-business technology distributor in the United States had run two Dynamics 365 tenant migrations following back-to-back acquisitions. The result: 11,400 duplicate account records, pipeline stages not updated in 14 months, and a Dynamics 365 Sales to Business Central integration silently failing for 11 weeks. Sales leadership knew the reported pipeline number was wrong but could not determine the real figure. The team had reverted to spreadsheets alongside a legacy system they were supposed to have decommissioned.
What We Did
Redefine Innovations ran the Dynamics 365 CRM Cleanup Package across both Sales and Customer Service environments. We profiled all 11,400 duplicate accounts, identified the Business Central integration failure root cause (a broken authentication token not refreshed after a tenant rename), and mapped 7 pipeline stages never updated from the original implementation. We merged all duplicates with a pre-approved master record ruleset, rebuilt 9 pipeline stages with signed exit criteria, repaired the integration and verified 48 hours of clean sync, corrected field configurations, and delivered data standards documentation with an administrator handoff session.
Result
The merged duplicate records revealed $4.1 million in legitimate open Opportunities buried across fragmented account records. Pipeline forecast variance dropped from plus or minus 62 percent to plus or minus 11 percent. CRM adoption improved from 61 percent to 89 percent within 30 days post-cleanup. The integration has run error-free since repair. The team decommissioned the legacy CRM two weeks after cleanup closed. The full fee was credited toward a subsequent Copilot for Sales deployment, which launched on schedule 10 weeks later.
Vice President of Revenue Operations
Business-to-Business Technology Distributor, USA
"We had written off the pipeline number as a known problem for over a year. Within three weeks, Redefine cleaned it up and we found $4 million in real opportunities buried in duplicate accounts we didn't know existed. The CRM is now the actual system of record for the first time since we started."
4.9/5
Average rating across 52 engagements
$0
Average unplanned scope additions
94%
Delivered on or before Day 21
100%
Fee credited to follow-on statement of work
Why Redefine Innovations
Where typical implementation partners stop short, and where we don't.
Five commitments that turn the cleanup engagement from "best-effort consulting" into a contract you can hold us to.
Commitment
Typical Partner
Redefine Innovations
Fixed-scope cleanup offer
Typical PartnerTime and materials
Redefine InnovationsFixed price, fixed scope
Named consultant pre-sale
Typical PartnerAssigned post-contract
Redefine InnovationsCredentials shared before invoice
Defined acceptance criteria
Typical PartnerInformal, negotiated at close
Redefine InnovationsSigned criterion on every deliverable
Fee credited to implementation
Typical PartnerCleanup is a sunk cost
Redefine Innovations100 percent credited if you continue
21-day delivery commitment
Typical PartnerTimeline estimated
Redefine InnovationsWritten 21-day delivery commitment
Related Redefine services:Dynamics 365 consulting services·Dynamics 365 CRM implementation·Dynamics 365 support packages
Questions Answered
Dynamics 365 CRM cleanup: common questions
Seven named deliverables: a CRM data audit report (Day 5), duplicate record removal for up to 200,000 records, pipeline stage rebuild with exit criteria, integration health check and repair for up to 3 connectors, field configuration corrections, data standards documentation, and a 30-day monitoring guide with sign-off certificate on Day 21. Every deliverable has a defined acceptance criterion your team signs before we close.
The package is fixed-price with no hourly overruns, no change orders, and no scope surprises. The total fee covers all seven deliverables end to end. If cleanup reveals that a deeper re-implementation is the right next step, the full fee credits 100 percent against that statement of work. Pricing is confirmed on the assessment call before any work begins.
The package covers all Dynamics 365 CRM workloads: Sales, Customer Service, Field Service, and Customer Insights (Journeys and Data). Scope across modules is confirmed on the kick-off call before any work begins. Multi-module environments are scoped accordingly.
During Days 1 to 5, we connect to your Dynamics 365 environment with read-only access and run automated data profiling across all entity types. We identify every duplicate record by entity and field, map all broken workflow instances and failed integration jobs, and measure field completion rates across Accounts, Contacts, Leads, and Opportunities. The output is a structured CRM Audit Report you review and approve before cleanup execution begins on Day 6. No work starts without your sign-off.
Every root-cause finding is documented in the cleanup audit report with a clear recommendation. If a deeper re-implementation is the right path, we present that scope and the cleanup fee credits 100 percent against the implementation statement of work. You keep all cleanup deliverables regardless of which partner you select for the follow-on work. There is no obligation to continue with Redefine Innovations.
The standard package covers up to 200,000 records across all primary entities within the 21-day window. For environments larger than 500,000 records, we scope an extended cleanup engagement on the assessment call with adjusted timeline and fixed pricing confirmed upfront.
The package includes a one-hour data standards handoff session with your CRM administrator covering naming conventions, required field rules, opportunity stage entry and exit criteria, activity logging standards, and how to use Dynamics 365's native Duplicate Detection to prevent recurrence. This is a working session, not a presentation. Full end-user sales team training is available as a separate engagement scoped after the cleanup closes.
Honest Fit Check
Is the cleanup package right for your team?
Two columns. We are honest about both sides. If the package is not the right call, we say so on the assessment call and recommend the path that is.
Good Fit When
- You have an active Dynamics 365 CRM tenant (Sales, Customer Service, Field Service, or Customer Insights) that has been live for at least 12 months.
- Your team is between 50 and 500 seats and has visible adoption gaps, duplicate records, or stalled pipeline reporting.
- You can commit 3 to 4 hours per week of your team's time across the 21-day window for sprint reviews and acceptance sign-offs.
- You can grant read-only access to the Dynamics 365 environment for the Day 1 to Day 5 audit phase.
- You are planning a Copilot for Sales rollout, a Power BI dashboard, or a module expansion that needs clean data underneath.
Not A Fit If
- You have not yet implemented Dynamics 365 CRM. You need an implementation engagement, not a cleanup.
- You are running a different customer relationship management platform (Salesforce, HubSpot, Zoho). We cover Dynamics 365 only.
- Your database is over 500,000 records. We scope an extended cleanup with adjusted timeline and pricing on the call.
- Your team cannot commit weekly sprint review time. The 21-day timeline depends on prompt acceptance sign-offs.
- You are looking for ongoing managed services. The cleanup is a one-time engagement; we have separate Dynamics 365 support packages for ongoing work.
Not sure? Tell us your situation in the form below and we will be straight with you.
Book Your Assessment
Book your Dynamics 365 CRM cleanup consultation. No pitch. Just a scoped plan.
A 30-minute call with a certified Dynamics 365 consultant. We review your CRM environment, confirm the cleanup scope, and give you a fixed timeline and price. You decide whether to proceed. Response within 2 business hours.
- Fixed price confirmed before any work starts
- Named, certified consultant introduced on the call
- 21-day delivery confirmed in writing on the statement of work
- Microsoft Gold Partner, Dynamics 365 certified
Tell us about your Dynamics 365 CRM
Submit your brief, call within 48 hours, scoped proposal in 3 days, cleanup begins within 1 week of sign-off.
Brief received. We will review your environment and send a scoped proposal within 3 business days.