Dynamics 365 - Packaged Scope

Our packaged scoping consultancy is a fixed price engagement. During this we 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

Scoping Questions

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.

Scoping Overview

Scoping Infographic

Planning & Documentation

Following the scoping meeting we will produce a project charter and a statement of work. These will detail:

  • Confirmation of the project aims, responsibilities and milestones
  • A definition of your 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 will 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 are completed, and we will 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
  • Systems administrator training
  • Role based user training
  • Dynamics 'Go live' floor walking and troubleshooting

Why Preact

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

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

In this consultancy, we will take the time to understand your business and the current challenges you are facing. This will ensure that our solution will quickly address your immediate priorities and provide the long-term scalability you need.

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.

Our CRM customers include...

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