Download presentation
Presentation is loading. Please wait.
1
Microsoft Dynamics Planning Services
11/7/2017 Microsoft Dynamics Planning Services Implementing Microsoft Dynamics 365 PARTNER ENGAGEMENT OVERVIEW © 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.
2
Engagement Customization & Exceptions
This document outlines the steps for a typical Microsoft Dynamics 365 implementation planning process. The tools and resources reflect tested Microsoft best practices. We understand that no two customers are the same. The intent of the engagement is to assist Microsoft Dynamics 365 customers with their implementation planning, including taking advantage of new features. To best address the needs of your customers, please feel free to customize the engagement in the following ways: Edit the Pre-Engagement Questionnaire to more accurately address your customer’s unique scenario Skip any phases as long as you can justify doing so in your final deliverable. Skip a phase if you or your customer has already conducted it Skip the workshop if your customer is already familiar with the new features and functionalities or focus on deeper exploration and discussion of the newer CRM functionalities and scenarios listed later in the presentation If the initial steps of the engagement are less relevant to your customer, you can extend the PoC implementing additional processes and new scenarios and capabilities If your customer has a complicated environment and business requirments, extend the assessment phase to include in-depth functional assessment, transforming and adding processes, assessing existing and future integrations with additional tools and systems. Customize the engagement documents or use your own documents if they are aligned with the engagement steps. Regardless of the documents you use, your deliverables to the customer must be attached to the Planning Service Completion Report and must cover findings and results similar to those listed in the provided templates. Questions about permissible customizations and exceptions?
3
Contents Document Purpose Sections Engagement Overview
11/7/2017 Contents Document Purpose The goal of this document is to provide the engagement consultant with an overview of what is required to deliver during the Planning Services engagement Implementing Microsoft Dynamics 365. The engagement is offered in three, five, ten and fifteen day sponsored lengths, which build on each other. This document describes the steps, resources and requirements of each engagement. The engagement lengths represent the minimum time needed to deliver the required deliverables for each engagement and the maximum paid days a Partner can expect against when delivering specific deliverables. Sections Engagement Overview Engagement requirements, customization and exceptions Execution detailed guidance Tools & Resources Planning Services Requirements © 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.
4
Implementing Microsoft Dynamics 365
11/7/2017 Implementing Microsoft Dynamics 365 About the Engagement Implementing Microsoft Dynamics 365 helps customers who are just starting with Microsoft Dynamics 365 or looking to extend their current implementation to assess their business processes technical requirements, analyze the functional and technical gaps of their business processes and create a customized plan to implement Microsoft Dynamics The Planning Services engagement helps customers put their IT investment to work, drive productivity, improve business agility. Work with customers to identify the gaps between their current solutions implementation and business objectives and processes. Envisioning Workshop & Demo Business Process Assessment Fit-Gap Analysis Proof of Concept Deliver a solution overview, discussing and collecting info on customer business needs, existing environment and processes and envisioning the suitable solution Analyze “as-is” solution and existing system, process flow and functional requirements\integration. Document overall business requirements and selected business processes which will be used as an example for the rest of the engagement. Conduct fit-gap analysis of business requirements and environment. Determine adequacy of the latest release of the Microsoft solution in details for the chosen processes and deliver estimated cost for an implementation plan. Demonstrate the solution benefits, implementing 1 to few business process using Microsoft Dynamics 365 Online © 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.
5
Implementing Microsoft Dynamics 365
11/7/2017 Implementing Microsoft Dynamics 365 Engagement Overview, Requirements & Supporting Resources 3 days 5 days 10 days 15 days Activity Educate & Assess Top Requirements & Processes Assess Business Requirements Assess solution degree of fit to exemplary processes Design & Showcase Integration with Customer Environment Resources Pre-engagement Assessment Pre-Engagement Requirements Questionnaire CRM Envisioning Workshop + Demo Dynamics 365 overview deck Workshop assessment deck Workshop finding templates (to be filled during the workshop) Demo m/ Business Requirement Assessment (As-is analysis) Requirements assessment guide Requirements Review Final Report template Fit gap and customization assessment (To- be analysis) Fit Gap Analysis Worksheet/Guide Scoping Assessment Scoping Assessment Report Dynamics Costing Worksheet Proof of Concept (online or on- prem) PoC/implementation guidance m/ Required Deliverable for Payment Envisioning Finding Report & Next Steps Requirements & Process Review Final Report Fit gap and customization analysis report PoC Closeout Presentation © 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.
6
Solution Overview and Envisioning
Required activities & deliverables for any voucher of 3 days or more Required Activities Pre-engagement Questionnaire Ask the customer to complete the questionnaire in detail. Based on customer response, plan the envisioning workshop, conduct an initial high-level assessment of the current business process, business needs and ERP solutions in place and identify: General need of the customer for a business solution and top business processes Architectures and technologies used within the organization Current system’s challenges, gaps and limitations that might be solved with Microsoft Dynamics 365 or Microsoft Dynamics 365 Online and considerations for different implementation options Additional processes that can benefit from a Dynamics 365 implementation Customer timeframe for deployment Workshop Once you have assessed the completed questionnaire and identified high level requirements plan a workshop that will help the customer envision their custom solution and will help you to collect more information about the customer. The objective of the workshop is to educate the customer on Microsoft Dynamics 365 and provide guidance to facilitate decision-making. The activity should also be used for high-level solution envisioning, where business problems and their solutions are identified. Attendance of key stakeholders and decision- makers are required. During the workshop discuss with the customer how implementing Microsoft Dynamics 365 can meet the functional requirements for their processes and how they can benefit most from such solution. The completed pre-engagement questionnaire should have given you a good idea of the customer’s readiness for a CRM implementation. Next slide list In this subjects you should discuss during the workshop.
7
Discussion Points and Questions
Suggested Topics for Envisioning Workshop Understanding of market and business landscape – what their industry and competitors are doing How customer can benefit from a Dynamics 365 solution in the cloud or on-premises How the customer can benefit from migrating their solution to Dynamics 365 either on- premise or in the cloud Organization cloud “philosophy” and it incline to put applications and data in the cloud Current cloud usage – what’s in the cloud already Mobility needs and mobile employees IT budgetary issues and other IT challenges such as – ROI, upgrade schedule and resources, nimbleness, hardware ownership Crisis management and disaster recovery best practices Industry-specific security and compliance requirements for the customer BDMs and TDMs’ adversity to the cloud Employee inclusion: Need to include the buy-ins of more than just the front-line employees, also consult the wider user base such as customer service representatives and salespeople Need to identify and tackle end-user problems from LOB/Office integration and other adoption challenges Overview of the current version of Microsoft Dynamics 365 and highlighting newer capabilities recently added to the product or closely integrated with it as detailed on the next 2 slides. Discuss with your customers how these capabilities might replace custom code solutions they might have and solve business challenges they face. Create a summary report outlining the findings of the workshop including: documented processes, customer goals, solution concept and functionalities and next steps.
8
Microsoft Dynamics 365 Before Now Evolution from current offerings
Dynamics CRM Field Service Project Service Automation Parature Dynamics 365 for Sales Dynamics 365 for Customer Service Dynamics 365 for Field Service Dynamics 365 for Project Service Automation Dynamics AX Dynamics 365 for Operations Project Madeira Dynamics 365 for Financials Dynamics GP Dynamics NAV Dynamics SL Dynamics GP Dynamics NAV Dynamics SL © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
9
Dynamics 365 Recommended Scenarios Discuss during envisioning workshop
Marketing Sales Field Service Customer Srvice Marketing resource management – streamlining marketing operations Multichannel campaigns - designing your customer journey Lead management and scoring - building sales pipeline and drive revenue Social marketing – listen and engage customers on social Marketing intelligence - demonstrate results and impact Automating sales processes to boost productivity Gaining key insights into sales data with Power BI, PowerApps and Flow Streamlining sales cycles Reducing costs, featuring a highly intuitive interface and Microsoft Office embedded capabilities Mobile - staying connected to customers anytime, anywhere Including: Field Service, Project Service and Employee Self-Service Portal - make customer service effortless Agent enablement – Empowering agents to wow customers Onsite service - smart onsite care Knowledge management – providing tools to get the right answers at the right time Service intelligence - analyze and anticipate Omni-channel - offer service anytime, anywhere Social listening – helping expose customers sentiments Intelligent social - understanding market insights Social engagement – connecting better with customers Social CRM - driving CRM with social
10
Discuss Dynamics 365 Business Process Support
Purpose-built business applications Sales Actionable Insights Personal Engagement Customer Management Sales Performance Intelligence Customer Service Omni-channel engagement Self-Service and Communities Unified Experience Knowledge Base Marketing * Field Service Optimized scheduling Service agreements Inventory management Mobile productivity Connected devices Customer Communications Project Service Automation Solution selling Project planning Resource scheduling Time + expenses Customer billing Operations Retail Procurement and sourcing Supply chain management Project accounting Human capital management Manufacturing Financial management + * Adobe and Microsoft announced plans for a strategic partnership. Microsoft will make Adobe Marketing Cloud its preferred marketing service for Dynamics 365 Enterprise edition.
11
Microsoft Social Engagement
11/7/2017 Additional Scenarios Expand Dynamics 365 scenarios and capabilities with your customer to showcase additional benefit an ROI they can gain from their software investment + + Microsoft Social Engagement Portals Turn-Key Solution Integrations + + Azure Cortana TALK POINTS Enhance first party solutions or custom solutions with turn-key integrations that offer extra capabilities for faster time to value experiences. + + + Gamification Surveys © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
12
Business processes assessment phase
Required activities & deliverables for any voucher of 5 days or more Required Activities The objective of the Requirements and Process Review is to identify and evaluate the high-level requirements and business processes to be addressed by the Microsoft Dynamics 365 implementation. Your customer is responsible for providing you with a prioritized list of high-level functional, business processes, and integration requirements. The scope of this activity constitutes the following: Explore customer business challenges and goals Review existing processes and document requirements for business processes which are not included in the current environment: Match each business process to a relevant module of Microsoft Dynamics 365. For business processes that do not match against any module, new modules can be created to support them. Document these as non-critical issues. Review high-level business processes, their requirements and their as-is implementation. Review high level functional, business and integration requirements to ensure they can be met: Analyze legacy systems, review existing business and IT requirements, and identify new requirements. Validate the degree of fit of the Dynamics Solution to the overall customer’s requirements and goals. Discuss possible limitations and customer’s concerns regarding the different implementation options Identify risk areas where proposed solution does not map to the requirements. Work out acceptable compromises and devise a potential implementation strategy. Identify one or few business processes which are suitable to for the engagement length you deliver, document these business processes A written report highlighting all critical and non-critical issues, possible workarounds, as well as your recommendations and justifications. Your customer will need this information for product selection. Create an action plan and summarize next steps: Prioritize business processes that can well exemplify the benefits of the solutions, but at a level of complexity that can be accommodated during the engagement you plan to deliver. Document in details the identified business processes and ensure that they can be supported by Microsoft Dynamics 365 Prioritize a process which will highlight newly added Dynamics 365 scenarios and that will be a good example for a fit gap analysis
13
Discussion Points and Questions
Suggested Topics for Business Process Assessment The Business Requirements gathering phase marks the official start of the engagement. The goal of this stage is to define and document the company’s business requirements related to Microsoft Dynamics 365 and any needed ISV solutions. These requirements include Business, System, Technical, Integration / Interfaces, Data, and Quality / Testing. Taking a "big picture" approach at the initial stage of the project allows us to consider all the requirements and possibilities related to if, how and when Microsoft Dynamics is deployed in the various locations and departments in the customer’s organization. At this time we also determine which Microsoft Dynamics functionality is required and document the Deployment Strategy that lays out in what phase of the implementation project the various modules and / or functionality will be implemented. Gather enough background information about the current environment so that the engagement is focused in the right areas. This is not an in-depth analysis, which is beyond the scope of this exercise, but it should capture how the customer currently feels. Some examples of areas that should be covered include: Customer’s general need for a business solution Current system and the reason for changing it Current architectures in use within the organization Enterprise architecture standards, principles, and constraints Code development standards Current technologies in use within the operation Integration and interface standards Current master data and transaction volumes Number and type of users Current skill levels Current change control management processes Current ERP environment, and any other such tools that are in use Current status of any initiatives in the organization relating to the current ERP environment
14
Fit gap and functional assessment phase
Required activities & deliverables for any voucher of 10 days or more Required Activities The objective of the this assessment is to determine the Microsoft Dynamics solution’s degree of fit to the business requirements and customer’s business processes. It should also help to determine the most suitable implementation path considering required configuration and customization for the process. This assessment should consider the functional gaps of the out-of–the-box features and functionalities of Microsoft Dynamics 365 for overall requirements and for the example processes identified. Required tasks: To ensure the functional requirements will be met by the implementation, match each requirement to a relevant module of Microsoft Dynamics 365: For functional requirements that do not match against any module, new modules can be created to satisfy them. Document these as non-critical issues. A functional requirement with a matching module, but the area of functionality to which it maps cannot be modified to actually satisfy the requirement, presents a critical issue. Identify risk areas where proposed solution does not map to the requirements. Work out acceptable compromises and devise a potential implementation strategy. For the identified one to few customer business process deliver a detailed fit-gap assessment: Ensure the functional requirements will be met by the implementation, by matching each requirement to a relevant module of Microsoft Dynamics 365: Produce an assessment report summarizing the degree of functional fit of the suggested A review of “as-is” and “to-be” process-flow fits and gaps, with an emphasis on the gaps. Including - Validation of the “degree of fit” of Microsoft Dynamics 365 to certain business requirements and include a prioritized list of requirements Review of critical gaps, and explore alternatives that solves them. Estimate of Degree of Fit (i.e. identification of what is native functionality, configuration, or customization) for the overall environment and in particular identified and prioritized processes High-level estimate of the services required for configuration and customization for each requirement Development of a Solution Blueprint for the process which provides details, from a Business Perspective, of how Microsoft Dynamics 365 will be delivered and used
15
Scoping assessment phase
Required activities & deliverables for any voucher of 10 days or more Required Activities The objective of the Scoping Assessment is to provide your customer with a high-level view of the total cost and effort (internal and external) associated with the implementation of Microsoft Dynamics 365. Also help compare the implementation requirements against the customer’s risk/cost sensitivity profile and determine a high-level implementation plan that caters to your customer’s needs. The customer should receive an assessment report that describes the different implementation options and a high-level implementation plan for moving forward. The following action items and deliverables are part of this Assessment: Several implementation options for consideration A benefits analysis comparing and contrasting the two most appropriate implementation options High-Level Implementation Plan for the overall solution and a detailed plan for the example processes including analysis of two or more implementation options. You should demonstrate the following: Deeper insights into the implementation and resource plans allow risk anticipation and mitigation Greater estimate accuracy on project costs lead to more consistent forecast on the return on investment (ROI) Reduced risk and accurate ROI strengthen stakeholder alignment and executive sponsorship The Assessment will vary in depth depending on the length of the engagement and the availability of information for the implementation plan. We suggest that you provide the customer rough estimates of a few scenarios that entail the same number and complexity of processes as the one to be implemented. Since requirement gathering is ongoing, be sure the customer understands that the estimates may change drastically as more details about their requirements and more suitable solution architectures emerge. Deliver a Scoping Assessment report including the following details and benefit: Suggested high level implementation plan and cost associated with it as well as resources Implementation Guiding Principles Established Business Prioritization of cost vs. time vs. scope Proposed Implementation Approach High-Level Project Gantt Chart Resource Plan and Proposed Project Organizational Chart Project Effort and Cost Estimates Critical Assumptions Project Role Descriptions
16
Benefit Showcase (PoC) phase
Required activities & deliverables for a voucher of 15 days Required Activities The Vision for the Proof of Concept is to demonstrate select Microsoft Dynamics 365 functionalities implementing one to few business process to key Business and IT Users, so as to validate the solution, and drive solution acceptance. This will be achieved through the implementation of Microsoft Dynamics 365 Online trail environment. You will create a PoC environment in Microsoft Dynamics 365 Online using customer data, records and users for the chosen process. This test environment must include at least one process, but we recommend including a few to cover different roles in all relevant organizations. Whichever processes you choose to include, however, you will need to explain your selections in the completion report. The customer may keep the PoC beyond the engagement for continued testing. Required activities: Establish PoC environment using Microsoft Dynamics 365 Online Microsoft Dynamics 365 is configured to provide high-level support for the business processes defined and prioritized through discussion with the client; Microsoft Dynamics 365 is configured for detailed support for selected critical business processes; A characteristic subset of the Customer data is loaded; The PoC is presented to the customer’s stakeholders to gain consensus in the proposed solution and gather additional requirements feedback; All configuration, or developed interfaces, is left behind as transferable to the implementation project (all generated Intellectual Property (IP) is retained for use in the implementation project); and A PoC report with the findings is delivered and reviewed with the customer. The scenarios in the next slides are the recommended to showcase the highly beneficial solutions and functionalities of Microsoft Dynamics Customize the PoC according to the assessment results, customer requirements, and vision to best demonstrate the solution benefit. You may choose to demonstrate different scenarios based on your customers needs, but you must explain your choice in the PoC Findings Report. The PoC Findings Report should summarize considerations, chosen scenarios and processes, implementation steps and customer usage, the benefits you showed case the customer, results and next steps.
17
11/7/2017 Tools & Resources © 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.
18
Tools & Resources Microsoft Dynamics 365 Planning Services
11/7/2017 Tools & Resources Microsoft Dynamics 365 Deploying and administering Microsoft Dynamics 365 Online and Microsoft Dynamics Microsoft Dynamics 365 Spring 2016 Wave Release Preview Guide Microsoft Dynamics Resource Guide 2016 What’s new (all features) What’s new for end users What’s new for admins and customizers Field service -CRM field service guide Project service -CRM project service automation guide Dynamics 365 portals - Administrator’s Guide to portal capabilities for Microsoft Dynamics 365 Mobile offline - Configure the new mobile offline experience Power BI - Embed Power BI tiles on a dashboard Development for Microsoft Dynamics Marketing Social Engagement Help & Training What's new in Microsoft Social Engagement Parature - Set up knowledge management in Microsoft Dynamics 365 Dynamics Online vs on-premises features FAQ YouTube Videos Planning Services Partner Eligibility Requirements © 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.
19
Planning Services PROGRAM REQUIREMENTS
11/7/2017 Planning Services PROGRAM REQUIREMENTS © 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.
20
Program Requirements Partner organizations must:
11/7/2017 Program Requirements Partner organizations must: Gold competency in Customer Relationship Management (CRM); or Silver or gold competency in Cloud Customer Relationship Management Become an approved provider of Dynamics Deployment Planning Services (DYDPS) See more detailed requirements here Microsoft Dynamics 365 customers should: Have Software Assurance points available to use for Planning Services Interested in implementing Microsoft Dynamics 365 in the near future or extend existing implementation broader in the organization (engagement cannot include improvement of existing implementation or performance assessment) Enable the partner to access relevant data for project success © 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.
Similar presentations
© 2025 SlidePlayer.com. Inc.
All rights reserved.