https://store-images.s-microsoft.com/image/apps.8375.468f6473-b78c-46dd-94b9-d99729d91866.9cbca1f0-979a-416d-be23-b69a704b3de3.7d69d793-3acb-4e26-9ba5-6eb7eb4bb96e

Microsoft Dynamics 365 Customer Engagement On-Premises to Cloud Migration - 6 Week Assessment

Protiviti

This assessment is intended to provide a roadmap to outline the approach and methodologies to ensure a smooth migration from on-premises Dynamics 365 Customer Engagement to the cloud.

This engagement aims to provide our clients with a detailed current state assessment of their on-premises Dynamics 365 Customer Engagement (CRM) deployment and the solutions built on it. This assessment program is intended to provide a roadmap to outline the approach and methodologies to ensure a smooth migration to the cloud. A sound cloud strategy is essential to the business, so this assessment helps to identify common hazards for successful cloud migration and accelerate the digital business transformation.​

Dynamics 365 Customer Engagement Cloud Migration Planning Workshops​

Protiviti will:​

  • Gather information through Platform Assessment Tool (On-premises)​
  • Facilitate configuration and integration assessment workshop​
  • Review current state databases, custom codes, and solutions (ISV, 3rd party and managed solutions, etc.)​
  • Review current state processes, reports, security, and infrastructure​

Dynamics 365 Customer Engagement Cloud Migration Recommendation ​

Protiviti will:​

  • Examine the findings from the planning workshops with the client for proper planning​
  • Review potential risks, migration strategies, and timeline​
  • Develop a roadmap document to include functional and technical recommendations to address workloads prioritization and gap remediations for the migration. Details on proposed implementation to ensure best practices will be outlined.​
  • Present a summary of the assessment findings and proposed next steps to the client team​

Output

  • Planning Workshops Questionnaire​
  • Dynamics 365 Customer Engagement Cloud Migration Assessment​
  • Recommendation Document​
  • Presentation on Findings and Next Steps ​ Assumptions
  • Client has an existing on-premises deployment of Dynamics CRM or Dynamics 365 Customer Engagement applications​
  • Client will provide documentation of current architecture, ERD diagrams, and other design details

At a glance

https://store-images.s-microsoft.com/image/apps.62216.468f6473-b78c-46dd-94b9-d99729d91866.9cbca1f0-979a-416d-be23-b69a704b3de3.e113e370-423c-435c-bc21-5168baa27ff3
https://store-images.s-microsoft.com/image/apps.23889.468f6473-b78c-46dd-94b9-d99729d91866.9cbca1f0-979a-416d-be23-b69a704b3de3.d9003bfc-fe2a-4811-bd11-363a4d634eb0
https://store-images.s-microsoft.com/image/apps.8984.468f6473-b78c-46dd-94b9-d99729d91866.9cbca1f0-979a-416d-be23-b69a704b3de3.cd261427-2414-48f4-af09-ef3551fa9db5