Customer Experience Environment Assessment: 3-Week Assessment

Microsoft Dynamics 365 Customer Engagement Environment Assessment Unlock the full potential of your Microsoft Dynamics 365 Customer Engagement environment with our comprehensive assessment service. This accelerator provides fast, accurate insights into your setup, configuration, and customizations across Sales, Customer Service, Field Service, and Power Platform components. Ideal as a first step for any modernization initiative or managed service transition, our service ensures you have a clear understanding of your current environment. Service Scope: Our assessment focuses on the setup, configuration, and customizations of Microsoft Dynamics 365 Customer Engagement, covering Sales, Customer Service, Field Service, and Power Platform components.

Three-Phase Approach:

1. Discover and Align Phase:

• Document and prioritize clear problem statements with the client.
• Identify which problem statements can be investigated and the level of observations and recommendations that can be provided.

Outputs may include:

• Vision Statement or Key Objectives
• Challenges/Opportunities
• Stakeholder Map
• Prioritization
• Value Map

2. Automated Discovery. Provide an As-Built document with up-to-date information on:

• Technical Install (e.g., modules, managed solutions, environment variables, registered plug-ins)
• Configurations (e.g., business units, dashboards, dual write mappings, duplicate rules)
• Connections/Integrations (e.g., connection references, endpoints, web resources, SDK messages)
• Entity List and Entity Definitions

Note: The minimum price quoted is an estimate and depends on the customer’s environment.