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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Requirements, User Sto...
Microsoft Dynamics CRM (Archived)

Requirements, User Stories, or Features for User Requirements for OOB Dynamics CRM

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Posted on by tsheives 75

If you were starting a new implementation of Dynamics CRM, are there Requirements, User Stories, or Features for User Requirements for out of box CRM that could be used for User Requirements so that you don't have to develop those for features already implemented in Out of Box CRM?  It would seem that this would be easier to start with and get acceptance of these OOB requirements rather than starting from Scratch.. any ideas on whether these items exist somewhere?

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  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    I have found that it isn't a good idea to reverse engineer requirements from a product. Rather collect user stories/requirements in the context of Dynamics Crm. Training your BAs/product owner in dynamics Crm before this process starts can really make this process run smoothly.

    Hope this helps,

    Scott

  • Suggested answer
    Magor Kovacs Profile Picture
    Magor Kovacs 1,835 on at

    Hello tsheives,

    I would start with cross referencing the specific customer's requirements with the capabilities of CRM. There isn't a one size fits all solution, unfortunately.

    I also second Scott's suggestion of avoiding reverse engineering in such situations.

  • tsheives Profile Picture
    tsheives 75 on at

    Thank you for your response.  I like the idea of training Product Owner on CRM prior to even detailed requirements - that is a good idea.

    In a recent project, the client wanted (and we wanted because it was fixed price) features that were OOB. Certain features that the client wanted were not OOB.   Instead of informing the client this, the client starts getting the expectation that this feature was going to be available.  We then had to turn the client round and inform them that the requirement they asked for could not be filled with an OOB solution.  The BA did not have enough CRM knowledge to know not to tag requirements early on that were not OOB.

    So I was wondering if there existed a nice full featured documentation of requirements for CRM Dynamics that met the needs of good requirements such as testable, success criteria, etc.??  The training would help... in our case both for the BA on our side and for sure the Product Owner side.

    Any further thoughts are appreciated?

  • Suggested answer
    Magor Kovacs Profile Picture
    Magor Kovacs 1,835 on at

    Hello tsheives,

    As mentioned before, finding success stories will not be difficult :) But a one size fits all solution will likely not be found, simply because of the wildly varying needs of customers (for instance an automotive company will have completely diffrent Dynamics CRM needs than, say, an Insurance company).

    As such, a Business Analyst, possibly supported by a technically knowledgeble person will be a huge bonus in mapping out the customer needs.

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