Microsoft Dynamics 365 CE Contact Management Pilot- 4 Week POC


This engagement aims to provide our clients with advisory and implementation of a Microsoft Dynamics CE contact management pilot solution to help organizations manage client relationships.

This engagement aims to provide our clients with advisory and implementation of a contact management pilot solution. The pilot solution helps organizations manage client relationships by streamlining processes and centralizing client information. It also helps to enhance the efficiency of sales and marketing teams with intelligent insights provided by business intelligence. The right contact management solution can help businesses to improve relationship tracking, drive operation efficiency, and enhance client experience.

Contact Management Pilot Solution Workshops

Protiviti will:

  1. Work with the client team to confirm the objectives, finalize the agenda, and identify participating subject matter experts from key business areas for the workshops.
  2. Facilitate workshops to discuss and document use cases for the pilot solution.

Contact Management Pilot Solution Implementation

Protiviti will:

  1. Examine details from the workshops to finalize the design
  2. Review potential risks, implementation strategies, and timeline
  3. Develop the solution based on configuration of the Dynamics 365 Sales application module to address the client use cases
  4. Training and onboard pilot users


  1. Planning Workshops Questionnaire
  2. Documented Client Use Cases
  3. Pilot Solution Implementation


  1. The pilot solution will be limited to tracking customer information on account, contact, lead, and opportunity
  2. Integrations and data migration are out of scope
  3. The pilot solution will be deployed in the Microsoft cloud
  4. Client will be responsible for procuring software licenses

At a glance