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Microsoft Dynamics Planning Services
9/16/2018 Microsoft Dynamics Planning Services Migrating to Microsoft Dynamics 365 for Customer Engagement PARTNER ENGAGEMENT GUIDE © 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.
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Migrating to Microsoft Dynamics 365 for Customer Engagement
9/16/2018 Migrating to Microsoft Dynamics 365 for Customer Engagement About the Engagement Migrating to Microsoft Dynamics 365 for Customer Engagement helps customers who are considering moving their CRM (Dynamics or not) solution to the cloud (fully or hybrid) or debating how to go about updating their Microsoft Dynamics 365 for Customer Engagement solution. It helps them assess the fit of the online solution for their business requirements, analyze the functional gaps of their environment, identify the best migration path, and experience the solution through a PoC that can be used as a data migration template for future planning. The Planning Services engagement enables customers to put their IT investment to work, drive productivity, and improve business agility. It works with customers to identify the right path to get the most out of the latest Microsoft Dynamics 365 for Customer Engagement version, while planning a smooth data migration and closing the gaps between their current solutions and business objectives and vision. Envision and Assessment Fit Gap & Data Migration Assessment Proof of Concept Assess customer business process requirements and current environment. Deliver envisioning workshop to discuss the benefits of the current version, considerations for online migration, and recommended migration path. Preform functional fit gap analysis to assess the degree of fit of out-of-the-box functionalities to customer business needs, vision and assess data requirements and “what it will take” to migrate customer data. Develop a PoC for one process to showcase how implemented functionalities meet customer requirements Demonstrates recommended migration path and how it can be used as a template for extended migration. © 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.
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Engagement Options Choose from 3, 5, 10, or 15 days GOAL ACTIVITY
Assess, Prioritize & Plan Assess, Prioritize, Plan & POC or Limited Online Pilot Pre-engagement Questionnaire Define Customer Problem Statement and Objectives Provide Infrastructure Overview and Solution Concept Deliver Implementation Plan and Next Steps Proof of Concept or Limited Online Pilot ACTIVITY ACTIVITY
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Engagement Activities
Engagement Structure Customize the engagement to meet your customer’s unique requirements Engagement Activities Understand the customer’s business objectives and assess the environment Create a plan for migration, upgrading, or implementation as applicable Run proof of concept or limited online pilot If your knowledge of your customer environment allows you to move more quickly through the engagement and complete further steps than those suggested in the engagement, feel free to skip ahead. The program will honor the engagement as long as the final required deliverable reflects and justifies the tasks completed.
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Microsoft Dynamics 365 for Customer Engagement Migration with an Upgrade Path
Data migration Microsoft Dynamics 365 for Customer Engagement Microsoft Dynamics CRM 4.0 Microsoft Dynamics CRM 2011 Microsoft Dynamics CRM 2013 Microsoft Dynamics CRM 2015 Assessment Choosing upgrade/rip-replace path PoC Upgrade/ Migration implementation
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Suggested Scenarios for PoC
Consider highlighting these Microsoft Dynamics 365 for Customer Engagement Scenarios More here
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Tools & Resources Business Assessment Gap Analysis
9/16/2018 Tools & Resources Envisioning and Discovery Workshop Deck The Infographic and AC for deploying CRM in the Cloud by IDC (can be found on PartnerSource*) Forrester Microsoft Dynamics 365 TEI Research (slides included in the workshop deck and other content can be found on PartnerSource*) Business Assessment Deploying and administering Microsoft Dynamics 365 and Microsoft Dynamics CRM 2015 Workshop slides discussing deployment options comparison Gap Analysis Microsoft Dynamics 365 Onboarding Success Center Migrate Your Existing Data to Microsoft Dynamics 365 Migration Assessment Microsoft Dynamics 365 Team Blog Microsoft Dynamics CRM 2015 Release Preview Guide Integration Guide: Microsoft Dynamics 365 and Office 365 General Partner Eligibility Requirements Planning Services *PartnerSource requires valid credential in order to access the content. © 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.
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Additional information for Partners
Worldwide Partner Conference 2015 9/16/2018 5:13 AM Additional information for Partners Path-To-Partnership CRM Online Path-to-Partnership Cloud SureStep Cloud SureStep - Build your business Competencies Competency - Cloud CRM Competency - CRM GTM (certified CRM partners) Microsoft Dynamics CRM Sales and Marketing Materials for Partners GTM (all partners) Sales Productivity Microsoft Dynamics Sales Productivity GTM Materials ModernBiz I Connect with Customers ModernBiz I Connect with Customers GTM Materials Dynamics 365 Microsoft Dynamics CRM 2015 Update checklist Microsoft Dynamics 2015 Custom Code Validation Tool Restructuring the global Inside Sales platform for Microsoft The journey to a new sales experience with Microsoft Dynamics 365 Microsoft creates a new sales experience with Microsoft Dynamics CRM at the core Creating personal views and using Advanced Find in Microsoft Dynamics 365 Manage activities in Microsoft Dynamics 365 Microsoft IT Streamlines Disparate Sales Data into an Easy-to-Use Windows 8.1 Experience Microsoft IT Improves Sales Productivity by Integrating Disparate Sales Applications © 2015 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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