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

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