0. Current Situation
Customizations
2.
Functional Dynamics 365 release
Microsoft Dynamics Marketing Pilot
(optional) Microsoft Social Engagement
3.
Dynamics 365 Online Migration (schema + data)
CUSTOMER integrations compatibility with CRM Online
Email Router to Server Side Sync upgrade
Out of the box (Configuration)
CCA
Technical Upgrade to Microsoft Dynamics 365
CCA remains in place – Dynamics 365 quick wins
CCA
1.
CCA
USD
Technical
Assessment
Microsoft
Dynamics
CRM 2013
SP1
Functional
Assessment
Microsoft
Dynamics
CRM 2015
Findings and
Recommendatio
ns + Roadmap
Microsoft
Dynamics
365
Upgrade
Project
Microsoft
Dynamics 365
…Microsoft
Dynamics
CRM 2011
Migration
Project
•
•
•
•
•
Workflows – Green
Plugins - Green
Custom Code (3 must change)
JavaScript (7 must change – 94 should change)
See “Detailed Findings customerABC.xlsx” for details
• Add text
• Data base sizes
• Record Count
• Table size
• Performance analysis
Microsoft Dynamics CRM 2011
Microsoft Dynamics CRM 2015
Development
Test
Quality Acceptance
Production
Development
Temporary Microsoft Dynamics
CRM 2013
Temporary
Test
Quality Acceptance
Production
Many customizations in certain key areas (Case – Marketing) Aim to replace
certain customizations with new Dynamics 365 out of the box features. Configure
before customize going forward.
• CRM is heavily integrated in the ABC IT landscape Master data management
strategy. Aim to replace systems
• Three CRM instances exist (A, B, C) 3 vs 1 instance discussion
• General sentiment that current marketing processes do not work inside CRM
(= users don’t see an advantage of using CRM) Proposed to re-use ‘quick wins’
Implement Microsoft Dynamics 365 for Marketing pilot to rethink
segmentation strategy and landscape
• Aim to have a customer 360° is there, but departments still work separate
sometimes (marketing and sales areas) Aim for integrated scenario’s i.e. when a
customer sends a question about a product he has shown interest in in
marketing (newsletter or landing page), try to upsell
Process Description:
Add relevant description
Key Functionalities and Customizations
Add relevant content
Process Description:
Add relevant description
Key Functionalities and Customizations
Add relevant content
Add content
Add content
Add content
•
General Business Rules
•
General System-Wide Requirements
•
Integration Requirements
•
Data Migration Requirements
•
Requirements
•
Security Requirements
• Add
• Add
• Add
• Add
• Add
• Add
• Add
• Add
• Add
• Add
• Add
• Add
[ADD specific functionalities of Dynamics
365 that can be helpful for the business as
a whole and describe each and its benefits
for the specific customer]
•
Add text
•
Add text
Priorities
Initiatives
Next Steps
• Replacement of retail back office
• Requirement and process review,
scoping assessment
• Date:
• Replacement of POS system
• None
• Omni-channel platform
• Proof of concept
• Date:
• Optimization of supply chain
• Demo
• Date:
• <Initiative overview>
• <insert here action items>
• Date:
High
Low
Medium
High
...
Use this slide to assign names and
dates for next steps
Action Item
Assigned to
Due Date