3 days
Activity
Pre-engagement
Assessment
5 days
Educate & Assess
Assess Business
Top Requirements
Requirements
& Processes


10 days
Assess solution
degree of fit to
exemplary
processes

15 days
Design &
Showcase
Integration with
Customer
Environment

Resources
Pre-Engagement Requirements
Questionnaire CRM
Dynamics 365 overview deck
Workshop assessment deck
Envisioning
Workshop +
Demo
Business
Requirement
Assessment (As-is
analysis)
Fit gap and
customization
assessment (Tobe analysis)
Scoping
Assessment



Workshop finding templates (to be filled
during the workshop)
Demo https://www.microsoftdynamicsdemos.co
m/
Requirements assessment guide



Requirements Review Final Report
template


Fit Gap Analysis Worksheet/Guide


Proof of Concept
(online or onprem)
Required
Deliverable for
Payment


Envisioning
Requirements &
Finding Report & Process Review
Next Steps
Final Report
Fit gap and
customization
analysis report
PoC Closeout
Presentation
Scoping Assessment Report
Dynamics Costing Worksheet
PoC/implementation guidance
https://www.microsoftdynamicsdemos.co
m/
Before
Now
• Field Service
• Project Service Automation
• Parature
Dynamics 365 for Sales
Dynamics 365 for Customer Service
Dynamics 365 for Field Service
Dynamics 365 for Project Service Automation
Dynamics AX
Dynamics 365 for Operations
Project Madeira
Dynamics 365 for Financials
Dynamics GP
Dynamics NAV
Dynamics SL
Dynamics GP
Dynamics NAV
Dynamics SL
Dynamics CRM
Marketing





Marketing resource
management – streamlining
marketing operations
Multichannel campaigns designing your customer
journey
Lead management and
scoring - building sales
pipeline and drive revenue
Social marketing – listen and
engage customers on social
Marketing intelligence demonstrate results and
impact
Sales





Automating sales processes
to boost productivity
Field Service

Gaining key insights into
sales data with Power BI,
PowerApps and Flow

Streamlining sales cycles

Reducing costs, featuring a
highly intuitive interface and
Microsoft Office embedded
capabilities
Mobile - staying connected
to customers anytime,
anywhere




Including: Field Service,
Project Service and
Employee Self-Service
Portal - make customer
service effortless
Agent enablement –
Empowering agents to wow
customers
Onsite service - smart onsite
care
Knowledge management –
providing tools to get the
right answers at the right
time
Service intelligence - analyze
and anticipate
Omni-channel - offer service
anytime, anywhere
Customer Srvice




Social listening – helping
expose customers
sentiments
Intelligent social understanding market
insights
Social engagement –
connecting better with
customers
Social CRM - driving CRM
with social
Purpose-built business applications
Sales
Actionable
Insights
Personal
Engagement
Customer
Management
Sales
Performance
Intelligence
Customer
Service
Omni-channel
engagement
Self-Service and
Communities
Unified
Experience
Knowledge Base
Intelligence
Field
Service
Optimized
scheduling
Service
agreements
Inventory
management
Mobile
productivity
Connected
devices
Customer
Communications
Intelligence
Project
Service
Automation
Solution
selling
Project planning
Resource
scheduling
Mobile
productivity
Time + expenses
Customer billing
Intelligence
Operations
Retail
Procurement
and sourcing
Supply chain
management
Project
accounting
Human capital
management
Manufacturing
Financial
management
Marketing *
Intelligence
Adobe and Microsoft announced plans for a strategic partnership. Microsoft will make Adobe Marketing Cloud its preferred marketing service for Dynamics 365 Enterprise edition.
+
Microsoft
Social
Engagement
Portals
+
+
Azure
Cortana
+
+
Turn-Key Solution Integrations
+
Expand Dynamics 365 scenarios and
capabilities with your customer to
showcase additional benefit an ROI they
can gain from their software investment
Gamification
Surveys
+
+
 Explore customer business challenges and goals
 Review existing processes and document requirements for business processes which are not included in
the current environment:
 Match each business process to a relevant module of Microsoft Dynamics 365.
 For business processes that do not match against any module, new modules can be created to
support them. Document these as non-critical issues.
 Review high-level business processes, their requirements and their as-is implementation.
 Review high level functional, business and integration requirements to ensure they can be met:
 Analyze legacy systems, review existing business and IT requirements, and identify new requirements.
 Validate the degree of fit of the Dynamics Solution to the overall customer’s requirements and goals.
 Discuss possible limitations and customer’s concerns regarding the different implementation options
 Identify risk areas where proposed solution does not map to the requirements. Work out acceptable
compromises and devise a potential implementation strategy.
 A written report highlighting all critical and non-critical issues, possible workarounds, as well as your
recommendations and justifications. Your customer will need this information for product selection.
Create an action plan and summarize next steps:
 Prioritize business processes that can well exemplify the benefits of the solutions, but at a level of
complexity that can be accommodated during the engagement you plan to deliver.
 Document in details the identified business processes and ensure that they can be supported by
Microsoft Dynamics 365
 Prioritize a process which will highlight newly added Dynamics 365 scenarios and that will be a good
example for a fit gap analysis
 For functional requirements that do not match against any module, new modules can be created to satisfy
them. Document these as non-critical issues.
 A functional requirement with a matching module, but the area of functionality to which it maps cannot be
modified to actually satisfy the requirement, presents a critical issue.
 For functional requirements that do not match against any module, new modules can be created to satisfy
them. Document these as non-critical issues.
 A functional requirement with a matching module, but the area of functionality to which it maps cannot be
modified to actually satisfy the requirement, presents a critical issue.
 A review of “as-is” and “to-be” process-flow fits and gaps, with an emphasis on the gaps. Including  Validation of the “degree of fit” of Microsoft Dynamics 365 to certain business requirements and include
a prioritized list of requirements
 Review of critical gaps, and explore alternatives that solves them.
 Estimate of Degree of Fit (i.e. identification of what is native functionality, configuration, or customization)
for the overall environment and in particular identified and prioritized processes
 High-level estimate of the services required for configuration and customization for each requirement
 Development of a Solution Blueprint for the process which provides details, from a Business Perspective,
of how Microsoft Dynamics 365 will be delivered and used
Gold competency in Customer
Relationship Management (CRM); or
Silver or gold competency in Cloud
Customer Relationship Management