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Questionnaire template to get the idea about business of customer during demo to get the project

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Posted on by PRao

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Hello Expert,

Can someone share Questionnaire template format along with standard question which help to understand the customer business during the presales(Demo) to provide the cost for implementation of Business Central Vanilla product.

Thanks

PRao

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Dynamics 365 Business Central

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Ramesh Kumar 233 on at

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Questionnaire template to get the idea about business of customer during demo to get the project

I wish there was a standard template for this, but it tends to be highly specific to each firm's products and policies. You can create your own template and analyze requirements based on Microsoft's implementation guidance, using forms to structure the process.

https://learn.microsoft.com/en-us/dynamics365/guidance/overview

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