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Microsoft Dynamics CRM Planning Services. Upgrading Microsoft Dynamics CRM. PARTNER ENGAGEMENT OVERVIEW. Contents. Document Purpose

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Microsoft dynamics crm planning services
Microsoft Dynamics CRM Planning Services

Upgrading Microsoft Dynamics CRM

PARTNER ENGAGEMENT OVERVIEW


Contents
Contents

Document Purpose

The goal of this document is to provide the engagement consultant with an overview of what is required to deliver the Planning Services engagement, Upgrading Microsoft Dynamics CRM. The engagement is offered in three, five, ten and fifteen day lengths which build on each other. This document describes the steps, resources and requirements of each engagement.

Sections

Engagement Overview

Tools & Resources

Planning Services Requirements


Engagement customization exceptions
Engagement Customization & Exceptions

This document outlines the steps for a typical Microsoft Dynamics CRM upgrade planning process. The tools and resources reflect tested Microsoft best practices. We understand that not all customers are the same. The intent of the engagement is to assist customers who have purchased Microsoft Dynamics CRM with their upgrade planning, including taking advantage of new features. In order to best address the needs of your customer, 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 a phase if you and/or your customer has already conducted it. Please provide a justification for any skipped steps in your final deliverable. Examples:

If your customer is already familiar with the new features and functionality, skip the workshop

If the initial steps of the engagement are less relevant to your customer, you can start the proof-of-concept early (or even production pilot, depending on the length of the engagement) using Microsoft Dynamics CRM Online.

If your customers has a complicated implementation, extend the assessment phase to include extend functional assessment, transforming and adding processes, assessing existing and future integrations with additional tools and system and xRM uses of CRM.

Customize the engagement documents or use your own documents if they are aligned with the engagement steps. Regardless of the templates you use, you will be required to attach the documentation you deliver to the customer to the Planning Service completion Report.

Questions about what are allowable customizations and exceptions? Email [email protected]


Upgrading microsoft dynamics crm
Upgrading Microsoft Dynamics CRM

About the Engagement

Upgrading Microsoft Dynamics CRM helps customers analyze the functional and technical gaps of their current Microsoft Dynamics CRM system and create a plan to upgrade to Microsoft Dynamics CRM 2013. This latest version helps customers drive productivity, improve business agility, and realize cost savings. Work with customers to identify the gaps between their current implementation and business objectives.

Workshop & Demo

Upgrade Assessment

Proof ofConcept

Share the new Microsoft CRM vision and what it can do for your customer

Assess your customer’s implementation including the technical and functional steps to upgrade

Test drive the solution using customer data


Upgrading microsoft dynamics crm1
Upgrading Microsoft Dynamics CRM

Engagement Overview & Supporting Documents


Educate assess top requirements processes
Educate & Assess Top Requirements & Processes

Activities

  • Pre-engagement Questionnaire

  • Ask the customer to complete the questionnaire in detail. Based on customer response, conduct an initial high-level assessment of the current Microsoft Dynamics CRM implementation and identify:

  • Functionalities that must be corrected in order to preform the technical upgrade

  • Recommended functionalities that should be implemented to support a robust technical upgrade or support high return on investment of a functional upgrade

  • Recommended out-of-the-box functionalities to replace work arounds and custom code, or extend current implementation and functionalities

  • Workshop

  • Once you have assessed the questionnaire and identified major functionalities to be corrected and implemented, help customers create a plan for evolving their CRM solutions with new product capabilities.

    • Discuss the impact of industry trends

    • Explore customer business challenges and goals, review business scenarios to address their needs

    • Define a vision for the future state of business

    • Create an action plan and summarize next steps

    • Demo

    • Set up a demo environment to bring relevant solutions to life by leveraging the Demo Builder. Focus on functionalities that might replace custom work implemented in the customer environment. Additionally, review the Dynamics customer Center videos as needed.

    • Report

    • Create a summary report outlining the findings of the workshop including: business & IT goals, solution concept and functionalities that need to fixed, action plan

  • Days 1-3

    • Customer Deliverables

    • Workshop Findings Report


    Demo builder guidance
    Demo Builder Guidance

    • Overview

    • Demo Builderis a Windows Azure-based ClickOnce app designed to help deploy and configure an online demonstration showcasing Microsoft Dynamics CRM 2013. The Demo Builder will significantly reduce the time required to set-up a cloud demo environment, allowing you to focus on tailoring each demo around your customers’ unique needs. Note: if you have a different environment which you feel is suitable to use to demonstrate the Product benefits you are allowed to use it instead of the Demo Builder environment.

    • Demo Scenarios

    • Demo Builder deploys scenario-based demonstration data built around different personas to help demonstrate to customers how a business solution from Microsoft can drive better sales performance and customer care effectiveness. The Demo Builder includes scripts which cover two main scenarios:

  • Sales Reimagined. Showcase how Microsoft Dynamics CRM can help deliver more revenue faster, reduce time spent on non-selling activities, and deliver better insights to sales management on pipeline, revenue and salesforce effectivness.

  • Customer Care Excellence. Showcase how Microsoft Dynamics CRM can help increase the number of loyal customers through outstanding customer care experiences by enabeling reps to respond quicker, be better equipped to solve customer issues, and help managers ensure that their teams are operating efficiently with a high degree of first contact resolution.

  • The demo scripts also includes mobile scenarioand the option to use a pre-populated demo environment or an empty, customizable demo. Please use the scenarios that are most applicable to your customer and either.

    • Set-Up

  • Before you deploy the demo environment, download the script library and follow the instructions on the set-up guide. You will need a Microsoft LiveID in order to deploy the demo. Please allow time for the demo to be deployed (about 90 minutes) and time to get familiar with the script and environment. Note that social integration (Yammer) is only available in North America.


  • Analyze technical upgrade requirements
    Analyze Technical Upgrade Requirements

    Activities

    • Technical Upgrade Assessment

    • Conduct an assessment of your customer’s Microsoft Dynamics CRM implementation by using Microsoft’s Code Validation Tool to understand the technical gaps. If you have another tool you prefer to use for the assessment you are welcome to use it.

    • When using JavaScript code in Microsoft Dynamics CRM, it is possible that some code will stop working or cause an error when you upgrade. The Microsoft Dynamics CRM Custom Code Validation Tool helps identify potential problems so that a developer can fix them. Running this tool before upgrade will help identify issues and fix them prior so that the upgrade process can run smoothly.

    • Advanced Technical Upgrade Assessment (optional, recommended)

    • Work with customer IT department to assess the custom work included in the customer current implementation, assess the corrections needed for each of these functionalities to ensure smooth upgrade or recommend functionalities that are better replaced by newly added out-of the box Dynamics CRM functionalities.

    • Initial Functional Assessment

    • During the workshop identify additional functionalities of the new solution that will help customer better achieve their CRM vision and extend their return on investment.

    • Resources

    • To ensure you include the important consideration for the migration, please review the How to Prepare for the Microsoft Dynamics CRM 2013 Implementation Guide.

    Days 4-5

    • Customer Deliverables

    • Assessment Report


    Assessment guidance
    Assessment Guidance

    Required Assessment Components

    • Use the provided Assessment Report Template to summarize the results of the technical and high-level functional assessment of your customer’s current Microsoft Dynamics CRM environment. The Assessment Report should summarize all findings and recommended next steps.

    • Create the Assessment Report after you have completed the following required activities for 5, 10 and 15 day engagements:

    • Review the customer-completed Pre-engagement Questionnaire

    • Review the customer’s requirements, processes and vision (both technical and functional) as described during the Workshop

    • Run the Code Validation Tool in the customer environment and analyze the results. Run the tool in your customer’s Microsoft Dynamics CRM instance to help identify potential issues with custom JavaScript in JavaScript libraries and HTML web resources. The tool will detect issues in the custom web resources that will no longer work after the upgrade is completed (listed on the report as MUST fixes)

    • Summarize additional conversations with IT and Business teams regarding custom work and code implemented in their environment (Functional Assessment).

    Review full assessment guidance in the Assessment Report Template

    • Recommended Assessment Components

    • Additional custom solutions in the customer’s environment, beyond JavaScript components,are not covered by the Code Validation Tool and assessment of these components is optional. However, we do recommend preforming a high-level manual assessment of other custom solutions to identify major issues that MUST or SHOULD be fixed fro a smooth upgrade

    • Components that are recommended but optional to assess are: Configuration, SiteMap, ISV and Ribbon, Plug-ins, Workflow assemblies, Custom code, Reports, Web resources


    Validate customer benefits of social or mobile
    Validate Customer Benefits of Social or Mobile

    Days 6-10

    Activities

    • Social or Mobile Proof of Concept

    • Based on your customer’s business requirements defined in the Workshop, perform a limited PoC showcasing either Microsoft Dynamics CRM 2013’s enhanced mobile experience or enterprise social enablement, and allow your customer to test the solution with its processes, data and users.

    • It is recommended to use Microsoft Dynamics CRM Onlinefor the PoC. The PoC can also be left behind for the customer to use for continued testing and support for gathering stakeholder buy-in. Please review How to Prepare for the CRM Online Fall '13 Service Update to ensure you are familiar with the latest release.

    • The scenarios below are the recommended to showcase the highly beneficial solutions and functionalities of Microsoft Dynamics CRM 2013. 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.

    • Enterprise Social

      • Increasing employee engagement

      • Improving team collaboration

      • Building a connected organization

      • Enhancing business agility

    • Enhanced Mobile

      • Rich and fluid experience:

      • Business-process aware:

      • Data at your fingertips:

      • Design once, and deploy across clients

    • Customer Deliverables

    • PoC Findings ReportSummarize considerations, chosen scenarios and processes, implementation steps and customer usage, results and next steps.


    Validate customer benefits of complex crm scenarios
    Validate Customer Benefits of Complex CRM Scenarios

    Days 6-15 (15-day engagement only)

    Activities

    • Social and Mobile or Business Intelligence Proof of Concept

    • Based on your customer’s business requirements defined in the Workshop, perform a proof of concept showcasing either of the following:

    • Enhanced mobile experience and enterprise social enablement, outlined on the previous page

    • Business Intelligence with enhanced actionable insights, outlined below

    • It is recommended to use Microsoft Dynamics CRM Online for the PoC. The PoC can also be left behind for the customer to use for continued testing and support for gathering stakeholder buy-in. Please review How to Prepare for the CRM Online Fall '13 Service Update to ensure you are familiar with the latest release.

    • The scenarios below are the recommended to showcase the highly beneficial solutions and functionalities of Microsoft Dynamics CRM 2013. 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.

    • Business Intelligence with Enhanced Actionable Insights

    • BI Insights for Sales: Product Sales Analysis and Sales Pipeline Analysis

    • BI for Marketing: Campaign Effectiveness

    • BI for Customer Service: Customer Care Trends

    • Required Deliverables

    • PoC Findings Report. Summarize considerations, chosen scenarios and processes, implementation steps and customer usage, results and next steps.


    Proof of concept guidance requirements
    Proof of Concept Guidance & Requirements

    • Overview

    • A proof of concept environment is a required deliverable of the 10 and 15 day engagements.

    • Partners must create an environment using customer data to showcase how the new features and functionalities of Microsoft Dynamics CRM 2013 can be used to meet the customer’s vision, business goals and requirements.

    • Guidance and Requirements

    • It is recommended that the PoC be deployed using Microsoft Dynamics CRM Online. Please review How to Prepare for the CRM Online Fall '13 Service Updateto ensure you are familiar with the latest release.

    • Information on how to extend CRM trial licenses

    • Minimum required processes:

      • The PoC for 10-day engagements must include at least two processes, preferably for different roles in the relevant organization.

      • The PoC for 15-day engagements must include at least three processes, preferably for different roles in the relevant organization.

    • Priority Scenarios: Social, Mobile and Business Intelligence are the priority PoC showcase scenarios. If your customer’s needs would be better met by showcasing a different scenario, please explain your resonating in the PoC Report.

      • The PoC for 10-day engagements, unless otherwise noted, must showcase either Social or Mobile. Use the scripts provided as part of the Demo Builder to ensure your PoC covers the most beneficial features

      • The PoC for 15-day engagements, unless otherwise noted, must showcase either the Social & Mobile or Business Intelligence scenarios

    • Deployment option: in cases that a partner are very familiar with the customer environment (was involved in the current installation of Dynamics CRM), the assessment only requires short amount of time and a PoC was preform either on early stages of the engagement or pre-sale efforts, a partner can advance into deployment and start deploying a functional production pilot in the customer environment preferably focusing on the above scenarios.

    • Required Deliverable

    • Summarize PoC considerations, chosen scenarios and processes, implementation steps and customer usage, PoC results and next steps as part of the PoC Findings Report, which must be delivered both to the customer as the final deliverable that will be also attached to the Planning Services Completion Report you submit to Microsoft.



    Tools resources1
    Tools & Resources

    Microsoft Dynamics CRM

    • What Changed in Microsoft Dynamics CRM 2013

    • Check your JavaScript code to prepare for your upgrade

    • Upgrade Scripts to Microsoft Dynamics CRM 2011

    • Resolve Breaking Script Issues When Upgrading Microsoft Dynamics CRM

    • Upgrading Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013

    • Microsoft Dynamics CRM blogs, whitepapers and other technical content

    • Microsoft Dynamics CRM

    • Microsoft Dynamics CRM Community Forum

    • CRM 2013 - Online Training - Train the Trainers

      Planning Services

    • Partner Eligibility Requirements

    • Upgrading Microsoft Dynamics CRM


    Planning services program requirements
    Planning ServicesPROGRAM REQUIREMENTS


    Program requirements
    Program Requirements

    Partner organizations must:

    Have a Microsoft Partner Gold Competency in Customer Relationship Management

    Become an approved provider of SQL Server Deployment Planning Services (SSDPS)

    Microsoft Dynamics CRM customers should:

    Own Microsoft Dynamics CRM licenses

    Have Software Assurance points available to use for Planning Services

    Be interested in upgrading to the latest version of Microsoft Dynamics CRM

    Enable the partner to access relevant data for project success


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