Implementing Microsoft Dynamics CRM
description
Transcript of Implementing Microsoft Dynamics CRM
Agenda
2
Review objectives Review engagement process flow Present demonstration feedback and
changes Acknowledgements Next steps Questions and answers
The primary objectives of the Proof ofConcept were:
Demonstrate Microsoft Dynamics CRM with your data and business processes
Build consensus around the proposed CRM solution
Further understand your business requirements Validate that Microsoft Dynamics CRM will work
with your more complex business processes Provide an environment that enabled you to do
further testing and user training
Proof of Concept Engagement Objectives
3
4
Proof of Concept Engagement Process FlowThis is the process flow we used to deliver the conference room pilot.
Activities
5
Proof of Concept Engagement Process FlowThis is the process flow we used to deliver the conference room pilot.
Activities
6
The key feedback points uncovered during the demonstration of the Proof of Concept tothe business and IT decision makers(BDM/ITDMs) are:
<insert feedback item 1> <insert feedback item n>
Demonstration Feedback
7
Fit Gap Changes
•
<insert percentage>
•
–––
4%2%
Std Features Configuration 3rd Party Add-OnWorkflow Customization
Fit Gap Changes
8
Customization, 9%Workflow,
2%3rd Party
Add-On, 4%
•
<insert percentage>
•
–––
9
The required changes identified during the demonstration of the Proof of Concept to the BDM/ITDMs are:
<insert Blueprint Change 1> <insert Blueprint Change n>
Solution Blueprint Changes
10
Thank you to the following participants in this engagement:
List customer and partner resources who aided the engagement
Acknowledgements
11
The proposed next steps are: Perform a scoping assessment to determine the
overall implementation costs and resource plan Complete a business case analysis, if required
Next Steps
12
Please ask any questions arising from this presentation.
Questions and Answers