Dynamics 365: 5-Day Proof of Concept

Whether you choose to see how one particular area of Dynamics 365 could be developed to meet a key requirement or you want to see how the overall system could work - we will work closely with you to build a POC, which can be used as a project business case, to gain buy-in or to minimise project risk. This involves one of our CRM consultants working onsite for five days.

Agenda

• Before we begin, we organise a kick-off call to gain an understanding of overall aims and gather detail to make our time onsite as effective as possible.

Depending on requirements, this 5-day engagement could cover:

• Stakeholder workshops - we will listen to your project goals, success measures, current pain points and gain an understanding of your aims.
• User discussions - our consultants will talk with relevant staff to find out core challenges or priorities.
• Consultancy - we will discuss best steps and approaches with you, so that we build the most suitable POC. We always aim to make use of out-of-the-box (OOB) functionality where possible and can advise what is possible OOB and what would require customization.
• Development - we will build a POC based on the requirements gathering during workshops and consultancy.
• Data Population - we will get some of your data (or sample data) migrated into the system so that you can get a feel for the working system with working data.
• Demos - we immediately demo functionality that we have developed to gain feedback and thoughts as we build.
• Deployment - we will deploy the POC so you can go away to try the system and to get a feel for it before establishing an overall Dynamics 365 project plan.

Deliverables

At the end of the 5-days you will have:

• Full demo and walk-through of POC
• Deployed POC; giving you a chance to review and use real, working software
• Project and POC action plan with next steps (if relevant to the engagement)

Notes:

• Cost excludes VAT, travel