Evaluate
overall
business
objectives,
top processes,
considerations,
benefits of
Microsoft
Dynamics 365,
other
migration
paths
Analyze
fit of
suggested
solution with
functional
requirements
for one
exemplary
business
process
Estimate
needed
configuration
&
customization
considering x
version and
cloud
migration
Explore
implementatio
n options, their
benefits, ROI
and limitations
Assess
requirements
to upgrade
existing CRM
solution to
latest version
of Microsoft
Dynamics 365
•
•
•
•
•
•
•
Provide an overview of Microsoft Dynamics 365
Discuss benefits of implementation options, current features and functionalities, as well as
limitations
Assess your business requirements and processes
Evaluate suitability of suggested solution and data migration considerations
Describe and discuss the most suitable solution and implementation path for your organization
and what it takes to realize this vision
Provide thought leadership and recommend industry best practices to minimize project risks
Validate quality, maximize performance, optimize delivery
Potential benefits of the Assessment:
•
Ensure optimal solution fit through understanding of your top considerations and uncovering
any potential technical complications
•
Improve the predictability and success of the implementation
•
Maximize return on investment (ROI)
•
Minimize risk
What are your
requirements and
process that can benefit
from Microsoft Dynamics
365?
Key outcomes
•
Uncover potential technical complications
and provide recommendations
throughout implementation lifecycle,
ensuring optimal quality as a result
•
Improve predictability and success of
delivery
•
Minimize risk
•
Maximize ROI
Key Findings





Dynamics 365
Dynamics 365
Dynamics 365
Dynamics 365
for Marketing
for Sales
for Field Service
for Customer Service
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





Automating sales processes
to boost productivity

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




Social listening – helping
expose customers
sentiments
Intelligent social understanding market
insights
Social engagement –
connecting better with
customers
Social CRM - driving CRM
with social
Process Name and Description
Cloud Migration
Suitability
Complexity
Priority
Client Relationship Management
High
More than 2
1
Account Management
Medium
More than 2
3
Talent Management
Low
1
2
Media Management
High
5
2
Client Profitability Management
High
3
4
Manager, Accounts payable manager,
Project manager, Financial controller, C...
Show purchase
requisitions fo...
Manager, Accounts payable manager,
Project manager, Employee, Chief
financi...
System user, Manager, Purchasing Agent
- Public Sector, Purchasing manager,...
View workflow
history
Open list of
purchase requisi...
Create purchase
requisitions
Validation
No
Approve purchase
requisition
Shows the totals of
the order...
Validation
No
Show all purchase
requisitions
• Based on workshops and
interviews conducted the FitGap Analysis has determined a
<insert percentage> % degree
of fit for Microsoft Dynamics
365 to your business.
• The effort estimates that have
been developed are listed
below:
• Configuration =
• Customization =
• Workflow =
Effort, Cost and Duration
Reviews
Description
Microsoft
Resource
Number of
Work
Components
Total Estimated
Effort for Medium
Complexity
(Hours)
Total Estimated Effort
for High Complexity
(Hours)
Architecture Review
Conceptual & Logical
Architecture, Physical
Architecture Review using PLA
Assessment only
Architect,
Offshore team
1
0
0
Design Review
Detailed Functional & Technical Architect,
Design Review
Offshore team
1
0
0
Customization Review
CRM Configurations and Code
review
1
0
0
$0
$0
0
0
0
0
Architect,
Offshore team
Handover Overhead
Project Governance (20%
Overall Governance
of onsite effort)
Project Manager
1
Data Migration
Total Billable Effort (Hrs.)
Cost Price*
Month 1
Month 2
Month 3
Month 4
Month 5
Month 6
Label here
Label here
Label here
Label here
Label here
Label here
Staged approach to implementing core recommendations to mitigate risk and support growth
Where Your Going
What It Will Take
[Migration Path]
[Add - PoC]
TBD
[Implementation Option]
TBD
[Add]
TBD
Additional planning
Timing/budget/resources
How You Will Benefit
[Add top benefits of
suggested path]