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Microsoft Dynamics 365 Customer Engagement On-Premises to Cloud Migration - 6 Week Assessment
Protiviti
This assessment is intended to provide a roadmap to outline the approach and methodologies to ensure a smooth migration from on-premises Dynamics 365 Customer Engagement to the cloud.
This assessment is intended to provide a roadmap to outline the approach and methodologies to ensure a smooth migration from on-premises Dynamics 365 Customer Engagement to the cloud.
This engagement aims to provide our clients with a detailed current state assessment of their on-premises Dynamics 365 Customer Engagement (CRM) deployment and the solutions built on it. This assessment program is intended to provide a roadmap to outline the approach and methodologies to ensure a smooth migration to the cloud. A sound cloud strategy is essential to the business, so this assessment helps to identify common hazards for successful cloud migration and accelerate the digital business transformation.
Dynamics 365 Customer Engagement Cloud Migration Planning Workshops
Protiviti will:
- Gather information through Platform Assessment Tool (On-premises)
- Facilitate configuration and integration assessment workshop
- Review current state databases, custom codes, and solutions (ISV, 3rd party and managed solutions, etc.)
- Review current state processes, reports, security, and infrastructure
Dynamics 365 Customer Engagement Cloud Migration Recommendation
Protiviti will:
- Examine the findings from the planning workshops with the client for proper planning
- Review potential risks, migration strategies, and timeline
- Develop a roadmap document to include functional and technical recommendations to address workloads prioritization and gap remediations for the migration. Details on proposed implementation to ensure best practices will be outlined.
- Present a summary of the assessment findings and proposed next steps to the client team
Output
- Planning Workshops Questionnaire
- Dynamics 365 Customer Engagement Cloud Migration Assessment
- Recommendation Document
- Presentation on Findings and Next Steps Assumptions
- Client has an existing on-premises deployment of Dynamics CRM or Dynamics 365 Customer Engagement applications
- Client will provide documentation of current architecture, ERD diagrams, and other design details
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