Dynamics 365 - Packaged Scope

Our packaged scoping consultancy is a fixed price engagement. During this we shall discuss and define your project requirements, understand your processes and produce documentation with a proof of concept demonstrating how our solution will address your needs.

Our team hold the highest industry accreditations including Microsoft Gold Competencies for Cloud CRM and Cloud Business Applications which reflects our commitment to remain amongst the best in the industry.

Implementing CRM solutions since 1993, Preact are one of the most experienced consultancies in the UK.

Phone 0800 381 1000 or email us, to discuss your requirements and arrange a demonstration to discover how Dynamics 365 and Preact will help you achieve your goals.

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 involving your project stakeholders to understand:

  • Which processes are critical in accomplishing your goals
  • Your immediate and longer term CRM objectives
  • What type of data should be imported into Dynamics 365
  • How Dynamics will need to integrate with other applications and data sources
  • Which metrics you want to measure, and what reporting output is needed

From these findings, we’ll 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 and 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, save processing time and provide customized reporting.

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

Scoping Overview

Scoping Infographic

Planning & Documentation

After scoping we’ll produce a project charter and a statement of work. These will detail:

  • Confirmation of the project aims, responsibilities and milestones
  • A definition of your CRM success criteria
  • An assessment of risk elements involved in the project
  • Detail of each item of work that will be carried out and supporting costs

Development & Design

Once you've approved the statement of work we'll commence your database build and development in line with the agreed timescale and budget.

In regular project management meetings we’ll demonstrate updates as they're completed and we’ll make minor revisions as required. Any new requirements or variances at this stage are subject to change control.

Testing & Deployment

Once the system build is complete the development environment is released for your thorough testing and user acceptance.

After any requested modifications are applied a Dynamics ‘go live’ date will be set. As part of the deployment stage Preact will carry out:

  • Outlook client integration
  • Server installation (for on-premise deployments)
  • Systems administrator training
  • Role based user training
  • Dynamics 'Go live' floor walking and troubleshooting

Read more about our approach

Our CRM customers include...

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