Sales Process Automation: 1-Week Assessment for Dynamics 365 Sales.

A five-day assessment to evaluate the cost and terms, build the implementation path of Microsoft Dynamics 365 Sales, and prepare your team for this. During this process, we will help you gather, model, and formalize your requirements, present the vision of the final solution, and explain your responsibilities during the project.

Deliverables:

• Feature List:   - Module   - Function   - Feature description   - Feature implementation vision   - Fit/Gap mark
• Implementation cost estimation
• Timeline
• Risk mitigation
• Solution blueprint: high-level technical solution design
• Project charter draft

Typical Assessment Schedule: Preparation Phase:

• Preliminary gathering of requirements (to determine the meeting topics and their participants)
• Coordination of the meeting schedule

Assessment Phase:

• Day 1: Interview with key users (3-4 hours)
• Day 2: Interview with key users (3-4 hours)
• Day 3: Interview with key users (2 hours) and production of documentation (internal)
• Day 4: Review of Draft Feature List and Solution Blueprint (2-3 hours)
• Day 5: Finalization of documentation (internal)

Finalization Phase:

• Presentation of project deliverables
• Tasks for customer completion
• Discussion of budget and terms