Implementing Microsoft Dynamics CRM

Proof of Concept
Project Close Out

Agenda

Review objectives

Review engagement process flow

Present demonstration feedback and

changes

Acknowledgements

Next steps

Questions and answers

Proof of Concept Engagement

Objectives

The primary objectives of the Proof of

Concept were:

Demonstrate Microsoft Dynamics CRM with your

data and business processes
Build consensus around the proposed CRM
solution
Further understand your business requirements
Validate that Microsoft Dynamics CRM will work
with your more complex business processes
Provide an environment that enabled you to do
further testing and user training

Proof of Concept Engagement

Process
Flow
This is the process flow we used to deliver the conference room pilot.
Start
Activities
Select subset
from Fit Gap

Build in test
environment

Demonstrate
to BDM/ITDMs
in one- to twoday workshop

Update Fit Gap

& Solution
Blueprint

Pilot
environment

Finis
h
4

Proof of Concept Engagement

Process
Flow
This is the process flow we used to deliver the conference room pilot.
Start
Activities
Select subset
from Fit Gap

Build in test
environment

Demonstrate
to BDM/ITDMs
in one- to twoday workshop

Update Fit Gap

& Solution
Blueprint

Pilot
environment

Finis
h
5

Demonstration Feedback
The key feedback points uncovered
during the demonstration of the Proof
of Concept to
the business and IT decision makers
(BDM/ITDMs) are:

<insert feedback item 1>

<insert feedback item n>

Fit Gap Changes

Based on changes arising
from the Proof of Concept,
the revised Fit Gap analysis
has determined a <insert
percentage> % degree of
fit for Microsoft Dynamics
CRM
The revised effort
estimates that have been
developed are:

Configuration =
Customization =
Workflow =

2%

9%

4%

46%

39%

Std Features

Configuration

Workflow

Customization

3rd Party Add-On

Degree of Fit: Out of Box,

Configuration, Customization,
Workflow, ISV Add-on

Fit Gap Changes

Based on changes arising
from the Proof of Concept,
the revised Fit Gap analysis
has determined a <insert
percentage> % degree of
fit for Microsoft Dynamics
CRM
The revised effort
estimates that have been
developed are:

Configuration =
Customization =
Workflow =

Customization,
9%
Workflow,
2%
3rd Party
Add-On, 4%
Std Features,
46%
Configuration,
39%

Degree of Fit: Out of Box,

Configuration, Customization,
Workflow, ISV Add-on

Solution Blueprint Changes

The required changes identified during
the demonstration of the Proof of
Concept to the BDM/ITDMs are:

<insert Blueprint Change 1>

<insert Blueprint Change n>

Acknowledgements
Thank you to the following participants
in this engagement:

10

List customer and partner resources who aided

the engagement

Next Steps
The proposed next steps are:

11

Perform a scoping assessment to determine the

overall implementation costs and resource plan
Complete a business case analysis, if required

Questions and Answers

Please ask any questions arising from
this presentation.

12