Dynamics 365 CRM: 3-Wk Assessment (AU)

Assessment

Microsoft Dynamics 365 Customer Engagement: 20-Day Assessment - 7 000 $

High-level diagnostics of business processes for implementing Microsoft Dynamics 365 Customer Engagement in a customer’s organization.

Diagnostics of customer processes, which are supposed to be covered by the functionality of a package of programs based on Microsoft Dynamics 365 Customer Engagement in the areas of customer relationship (CRM) in marketing, sales and service.

Agenda

15 man-days of interviews and documentation study with your key experts onsite. We assume availability of the document that describes your business processes and availability of the following experts:

Person who can describe processes and the “to be” tasks, that is supposed to be covered by the functionality of a package of programs based on Microsoft Dynamics 365 Customer Engagement in the areas of customer relationship (CRM) in marketing, sales and service in a company. For efficiency of the workshop managers of the relevant business areas of the customer are needed in the meeting.

IT manager who owns the topology of providing access and roles to enterprise users for existing IT systems and applications.

3 man-days for preparation of report on the diagnostics of business processes. The report will be provided in English.

2 day to discuss and approve the results.

Deliverables

The customer will receive:

• Customer processes table for implementation in the system
• List of functional extensions
• List of data for migration
• List and amount of required resources
• Project work plan
• Slide presentation of diagnostics results and project concepts
• Draft System Implementation Agreement
• Draft Agreement for the support and development of the system