From On-premises to 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.

Dynamics 365 Customer Engagement Cloud Migration Planning Workshops​

• Technical Information workshop: analyzing current solution and its configurations/code components
• Integration workshop: Identify current integrations and their patterns, while assessing if current systems are compatible with an online solution.
• Review current state databases, data model (standard vs custom), managed solutions, etc.
• Review current state business processes, reports, security setup, and infrastructure​

Dynamics 365 Customer Engagement Cloud Migration Recommendations (outcome)

• Dynamics 365 Customer Engagement Cloud Migration Assessment​
• Presentation on Findings and next steps​ asssumptions that is adapted to the client's current solution and infrastructure
• Client will provide documentation of current architecture, ERD diagrams, and other design detail
• 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