Hello and Good day!
Is there a Microsoft document or template for the requirements gathering in the implementation of Dynamics 365 or for pre-sales process before implementation? Like a questionnaire which contains questions we could ask to gather information while interviewing the customers so we could assess their requirements and we could advise a solution.
I would like to focus on the Sales, Marketing, Customer Service and Field Service modules.
Thank you.
We need a discussion to understand client business model. But it is also good to visit them with our own questionnaire that could help us not forgetting basic questions which help us defining the scope of dynamic crm implementation.
Refer here for detail - https://vjcity.blogspot.com/2020/05/dynamic-crm-questionnaire-to-gather.html
Hi,
It's dependent on your style implementation.
Assuming you have an understanding of D365 Implemention across various of it's modules/products and their integrations to existing system -
1. Typically, you can start with what is called as "discovery" wherein you understand what they have been using as their daily-driver for business and what systems are in place at the moment.
2. Next, you understand the "pain points" and translate those to Dynamics solutions for the same and how the users can streamline their processes and implementation
3. Next, based on the budget, you provide what all you can provide them in the implementation and how your "sprints" of implementation will be.
4. With regards to #3 above, you can then architect how the data from the old systems to the new ones will migrate.
5. Plan out the end-to-end implementation and how you will go-live with the client.
Typically, this is what most architects follow and can be said to be the standard way to undertaking a small to moderate-sized project.
But having said this, it's a subjective thing and differentiates largely based on how you work and what you provide to the client.
But then, what I mention is something you can see where it best suits your needs. Hope this helps!
Hi,
Its more like asking client about their current process and then perform an exercise to convert those requirement in CRM functionality. I don't think you will find any specific/ generic questions for requirement gathering. Even if you do, you will have to go for your own analysis.
Hope this helps.
Hello Wei Jie Fun,
Thank you for your response. This is what I also saw earlier. But, yes, you are right, this can serve as reference.
Thank you!
Hi,
there is no official documentation for this, but you can easily to find it via google. Although it is a little old, you still can use it as your reference.
markmargolis.me/.../crm-workshop-questions-and-requirements-gathering-techniques
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