Dynamics 365 - Packaged Scope

In this fixed-price engagement, our consultants will discuss and define your project requirements, understand your processes and produce documentation with a proof of concept that demonstrates how our solution will address your needs.

CRM Requirements Scoping

Before providing a project cost, we need to precisely understand the architecture of your business processes, your CRM vision and immediate project aims.

We do this by gathering detail during a scoping consultancy that will involve your project stakeholders to understand:

  • Which processes are critical
  • Your immediate and longer term CRM objectives
  • What data should be imported into Dynamics 365
  • How will Dynamics need to integrate with other applications
  • Which metrics you want to measure
  • What reporting outputs are needed
Dynamics 365 Scoping Consultancy

From these findings, we will document your processes and demonstrate how they’ll be mapped to Dynamics 365 highlighting the efficiencies that you’ll gain by streamlining tasks and increasing user productivity.

This detailed scoping consultancy typically includes two consultancy sessions that will involve your project team and key users.

Shadowing teams enables us to understand current pain points and identify priorities. We are then able to build a Dynamics 365 database that will enthuse users, cut processing time and provide new reporting insights.

As part of this process, we will provide a proof of concept that demonstrates examples of how your system will work.

Our Scoping Overview

Preact number 1

Preparing for CRM

Leading up to the scoping, we will share a series of resources to help you prepare for this engagement. These include:

  • Readiness for CRM Workbook
  • 11-Step Plan for CRM
  • Business Process Planning Questionnaire
Preact number 2

Requirements Scoping Meeting

A meeting held between your stakeholders and Preact's Project team. This will:

  • Define your CRM vision
  • Ensure that all parties are clear on the entire requirement
  • Topics often include data migration, integration, managed processes and database build
Preact number 3

Planning & Documentation

Following the meeting, we will produce a project charter and a statement of work that detail:

  • Confirmation of the project aims, responsibilities and milestones
  • A definition of your success criteria
  • A project risk assessment
  • Each work item and supporting costs
Preact number 4

Development & Design

Once the Statement of Work is approved, we will proceed with the system build.

In our regular project management meetings we will demonstrate:

  • Updates as they are completed
  • Minor requested revisions
  • New requirements or variances at this stage are subject to change control
Preact number 5

Testing & Deployment

A development environment will be released for user testing. Requested modifications will be applied and a Dynamics ‘go live’ date will be set.

During the deployment stage Preact will carry out:

  • Outlook client integration
  • Systems administrator training
  • Role based user training
  • 'Go live' support

Why Preact

Our team hold the highest industry accreditations with multiple Microsoft Gold Competencies which reflects our commitment to remain amongst the best in the industry.

Implementing CRM solutions since 1993, today Preact is one of the most experienced consultancies in the UK. We will take the time to understand your business and the challenges you are facing. This will ensure that our solution quickly addresses your immediate priorities and provides long-term scalability.

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Dynamics 365 Planning Guide

Download this resource to read our top 11 steps for planning a successful CRM implementation of Microsoft Dynamics 365

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