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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Questionnaire template...
Small and medium business | Business Central, N...
Suggested Answer

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

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Posted on by PRao 447
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
Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Ramesh Kumar Profile Picture
    Ramesh Kumar 7,547 Super User 2026 Season 1 on at
    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.
     
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 22,106 Super User 2026 Season 1 on at
  • Suggested answer
    Jainam M. Kothari Profile Picture
    Jainam M. Kothari 15,732 Super User 2026 Season 1 on at
    Hello,
     

    Here is a basic template for a presales questionnaire along with some standard questions that can help you understand the customer's business during a demo and provide an accurate cost estimate for implementing the Standard Business Central:

    Presales Questionnaire Template

    Company Information

    1. Company Name:
    2. Industry:
    3. Number of Employees:
    4. Annual Revenue:
    5. Location(s):

    Business Objectives

    1. What are your primary business goals for the next year?
    2. What challenges are you currently facing in achieving these goals?

    Current Systems and Processes

    1. What systems are you currently using for accounting, inventory, and customer management?
    2. What are the main pain points with your current systems?
    3. How do you currently handle data integration between different systems?

    Requirements and Expectations

    1. What specific features or functionalities are you looking for in Business Central?
    2. Do you have any customization requirements? If so, please specify.
    3. What are your expectations regarding the implementation timeline?

    Budget and Resources

    1. What is your budget for this project?
    2. Do you have an internal team that will be involved in the implementation? If yes, what is their level of expertise?

    Data and Reporting

    1. What types of reports do you need to generate regularly?
    2. How do you currently manage data security and compliance?

    Training and Support

    1. What are your training needs for your team?
    2. What level of ongoing support do you expect post-implementation?

    Standard Questions for Understanding Customer Business

    1. Can you describe your current business processes and workflows?
    2. What are the key performance indicators (KPIs) you track?
    3. How do you manage customer relationships and sales processes?
    4. What are your inventory management practices?
    5. How do you handle financial reporting and compliance?
    6. What are your expectations for system scalability and future growth?

    These questions should help you gather the necessary information to understand the customer's business needs and provide a detailed cost estimate for implementing the Standard Business Central.

    https://learn.microsoft.com/en-us/dynamics365/business-central/reports/report-5066

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 99,055 Super User 2026 Season 1 on at
    Hi,  It depends on how much custom functionality the client needs, so record the Fit & Gap when you demo it with the user and then gauge how much work is required.
     
    Hope this can give you some hints.
    Thanks.
    ZHU
     
  • Gerardo Rentería García Profile Picture
    Gerardo Rentería Ga... 25,555 Most Valuable Professional on at

    Hi, good day
    I hope this can help you, and give you some hints.

    TechTalk Conduct process-centric discovery - Dynamics 365 | Microsoft Learn

    Home

    Best Regards
    Gerardo

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 50,269 Super User 2026 Season 1 on at
    It really depends on the customer type of business and what are they currently using and so on, it does require some business analysis on your end first to understand their business then you need to create a template based on that, i don't think we have anything you can download or use it, even if partners have that I doubt someone will share that with you.

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