1. 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.

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

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

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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.

10. 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.

11. 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.

12. 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.

13. 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.

14. 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.

15. 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:

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

17. 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]

18. 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

19. 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 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

20. 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

21. 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

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

23. 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

24. 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.

25. ?
Questions and Answers