Presentation Guidance Please Read This First This is a customer facing presentation that you can use to present the your assessment findings, recommendations, options, benefits and requirements. This assessment report is a required deliverable for DYDPS Planning Services Engagement – Migrating to Microsoft Dynamics 365. You are required to submit a completed report, after it was delivered to the customer, as an attachment to your engagement completion report. You can use your own template as a deliverable, as long as it capture similar information to that listed on the slides in this presentation. Slides in this presentation report are meant to be customized and completed with information relevant to the specific customer engagement you delivered. Please consider the content as an example and a template for the information to be included in your assessment report.

Microsoft Dynamics Planning Services Migrating to Microsoft Dynamics 365 Assessment Report Summary of Business, Fit and Data Assessments Microsoft Dynamics Planning Services

Agenda Introduction Overview of the Offering Business Assessment summary Fit Gap Summary Data Migration Assessment Summary Migration Recommendations Next Steps Summary

Envisioning and Assessment Phase Provide an overview of Microsoft Dynamics 365 Discuss benefits of implementation options, current features and functionalities, as well as limitations Assess your business requirements and processes Evaluate suitability of suggested solution and data migration considerations Describe and discuss the most suitable solution and migration path for your organization and what it takes to realize this vision Provide thought leadership and recommend industry best practices to minimize project risks Validate quality, maximize performance, optimize delivery Potential benefits of the Solution Architecture Assessment: Ensure optimal solution fit through understanding of your top considerations and uncovering any potential technical complications Improve the predictability and success of the implementation Maximize return on investment (ROI) Minimize risk

Offering Services and Delivery Cadence Business Assessment Fit Gap Analysis Data Assessment Proof of Concept Next Steps Dynamics 365 Overview Workshop Business Requirement Assessment Cloud Readiness PoC delivery PoC Feedback

Purpose Evaluate overall business objectives, Analyze Estimate top processes, considerations, benefits of Microsoft Dynamics 365, other migration paths Analyze fit of suggested solution with functional requirements for one exemplary business process Estimate needed configuration & customization considering x version and online migration Explore implementation options, their benefits, ROI and limitations Assess requirements to migrate customer’s CRM solution to the cloud Purpose

Business Assessment Key Findings How Microsoft Dynamics 365 meets the functional requirements for your processes: [Add] Key consideration and requirements for CRM and cloud solution: Key business challenges that future CRM solution should address: Key environment characteristic identified: Key Dynamics 365 online customer concerns: What are your requirements and process that can benefit from Microsoft Dynamics 365? Key outcomes Uncover potential technical complications and provide recommendations throughout implementation lifecycle, ensuring optimal quality as a result Improve predictability and success of delivery Minimize risk Maximize ROI

Process Review Results Process Name and Description Cloud Migration Suitability Complexity Priority Client Relationship Management High More than 2 1 Account Management Medium 3 Talent Management Low 2 Media Management 5 Client Profitability Management 4 Process Review Results Update according to engagement

Value Chain: Advertising Industry 5/1/2018 Value Chain: Advertising Industry Sample Update according to engagement Key Business Processes Covered Develop Sell Resource Deliver Maintain Manage Client Relationship Management Account Management Talent Management Media Management Client Profitability Management Financial Management This slide is meant for only advertising industry customers. Creative Management Production Management © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Business Processes Reviewed: Advertising 5/1/2018 Business Processes Reviewed: Advertising Process Areas Processes Reviewed Client Relationship Management Account Management <<List the processes reviewed in each process area>> Creative Management Media Management Production Management Client Profitability Management Financial Management Talent Management Sample Update according to engagement This slide is specific to Advertising Industry customers. Modify it based on the customer situation. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Functional Requirements: Advertising 5/1/2018 Functional Requirements: Advertising Functional Area Number of Requirements Reviewed General Ledger Accounts Payable Accounts Receivable Bank Management Fixed Assets Inventory/Purchase Orders Reports Financial Statements Sample Update according to engagement This slide is specific to Advertising Industry customers. Modify it based on the customer situation. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Functional Requirements: Advertising (contd.) 5/1/2018 Functional Requirements: Advertising (contd.) Functional Area Number of Requirements Reviewed PSA - Advertising Agency Structure PSA - Campaign, Contract, and Project Setup and Structure PSA - Project Estimates and Quotations PSA - Client Billing and Invoices PSA - Pay-When-Paid PSA - Revenue Recognition Time and Expenses Sample Update according to engagement This slide is specific to the Advertising Industry customers, modify based on the customer situation © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Non-Functional and Data Requirements: Advertising 5/1/2018 Non-Functional and Data Requirements: Advertising Requirement Finding and Challenges in reference to cloud Security <<List the 3rd Party Application/Interface reviewed in each area. If there is no interface requirement in an area, delete that row.>> Compliance Infrastructure Budget Data storage requirements Data sizing Sample Update according to engagement This slide is specific to Advertising Industry customers. Modify it based on the type of external systems that are expected to interface with Microsoft Dynamics AX. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Chosen Process - <<Process Name>> 5/1/2018 Chosen Process - <<Process Name>> Process Flow <<for the process you have chosen as the one to be use as an example for the rest of the tasks, add Flow Visio diagrams. Modify the process flow diagrams based on customer specific-needs and use them in this slide>> This slide is meant for only Advertising Industry customers. For a process flow diagram that can be used in this slide, refer to the Advertising Industry-specific process flow diagrams provided with Sure Step. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Functional Fit-Gap Analysis Key Findings The degree of fit between Microsoft Dynamics 365 and your functional requirements [Add] Top beneficial features and functionalities Key out-of-the-box solutions to top business challenges: Risks and gaps of suggested solution: Degree of Fit of Microsoft Dynamics 365 to Your Functional Needs for Template Process Key outcomes Identified gaps between current and proposed solutions: <<add details>> Suggested path to migration:

Impact of Selected New Features Expect more efficient with: [ADD] Investigate specific change with: Except less efficient with:

High-Level Data Migration Assessment Key Findings Top data requirements considered: [Add] Security considerations and solutions: Consideration for recommended implementation option [SaaS, IaaS, PaaS, on premises]: What It Will Take to Migrate to Microsoft Dynamics 365 and Why It Is Beneficial (for Template Process)? Key outcomes Recommended migration path – [Add – rip and replace with online or upgrade through on premises…] Recommended implementation – [Add – SaaS/IaaS/PaaS/On-premises]

Recommended Migration Approach Upgrade approach must be migration Solution will not support an in-place upgrade Reuse of platform not favorable in actual outsourced environment and change management Migrate by rip and replace, migrating directly to Microsoft Dynamics Online/using a new instance of SQL Server on premises Supporting Factors: Minimal downtime lower risk allow for new version in minimal time Update according to engagement

Recommended Migration/ Upgrade Process Remove unnecessary components from 4.0 solution Fix major issues that will prevent a technical upgrade Rename desired components, and perform pragmatic regression test Build environments with new SQL instance and verify Backup CRM 4.0 organization database and import to CRM 2011 Upgrade CRM connector for SSRS and Email router Perform initial functional upgrades Refactor remaining Java Script, Custom Code, Plug-ins code Adopt custom pages, components and web services Perform sanity check around touched pages for any runtime errors Verify the upgraded CRM 2011 installation Perform additional functional upgrades and utilize Solutions Update according to engagement Recommended not perform Functional Upgrade along with Technical Upgrade User need time to understand new system, its best to give upgraded system with old functionality. If functional changes are there plan two production releases Its takes more time to identify what is changed due to CRM 2011 upgrade and what is due to addition of new functionality Gives time to understand if any feature id Depreciated in CRM 2011 which users are using extensively Expect 3 or 4 iterations of this process

Migration Path Choosing Criteria Path Considered Degree of Fit to Business Requirements Degree of Fit to Data Requirements Complexity Ranking High Low Medium 1 5 2 3 4 Update according to engagement

Update according to engagement Summary of other considerations Cloud-ready Design for Dynamics 365 Area Value to biz Value to IT Cost Risk / Caveats ∑ Supported approach only - High Medium Low Plug-ins Custom Web code Interfacing CRM Custom Web Services JavaScript libraries Filtered Views Reports Configuration ? Logging Update according to engagement

Next Steps Suggested Proof of Concept Timing: Effort: Benefits Resources:

Effort, Cost and Duration Reviews Description Microsoft Resource Number of Work Components Total Estimated Effort for Medium Complexity (Hours) Total Estimated Effort for High Complexity (Hours) Architecture Review Conceptual & Logical Architecture, Physical Architecture Review using PLA Assessment only Architect, Offshore team 1 Design Review Detailed Functional & Technical Design Review Customization Review CRM Configurations and Code review Handover Overhead   $0 Project Governance (20% of onsite effort) Overall Governance Project Manager Data Migration Total Billable Effort (Hrs.) MCS Cost Price* MCS Sales Price (+20% CM, includes MCS EM effort)* Update according to engagement

Update according to engagement Microsoft Dynamics 5/1/2018 Summary Where Your Going What It Will Take How You Will Benefit [Migration Path] [Implementation Option] TBD [Add - PoC] TBD [Add] Additional planning Timing/budget/resources [Add top benefits of suggested path] Update according to engagement © 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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