Microsoft Dynamics CRM Planning Services. Upgrading Microsoft Dynamics CRM. PARTNER ENGAGEMENT OVERVIEW. Contents. Document Purpose
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Upgrading Microsoft Dynamics CRM
PARTNER ENGAGEMENT OVERVIEW
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.
Tools & Resources
Planning Services Requirements
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]
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
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
Engagement Overview & Supporting Documents
Required Assessment Components
Review full assessment guidance in the Assessment Report Template
Days 6-15 (15-day engagement only)
Microsoft Dynamics CRM
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