Microsoft Dynamics 365 CRM process flow details:

D365 process flowchart

Sure Step can be applied to any of the Dynamics ERP solutions or CRM. One very powerful component of the methodology are the Decision Accelerators.

  • Accelerated Proof of Concept with CRM Online: An accelerated process to validate specific customer relationship management scenarios on the Microsoft Dynamics CRM Online or On-Premise application.
  • Requirements and Process Review: Review current processes to determine the requirements for the future state.
  • Fit Gap and Solution Blueprint: Determine how effectively the customer’s requirements fit with the proposed Microsoft Dynamics solution.
  • Architecture Assessment: Confirm the architectural design and infrastructure needs for the Microsoft Dynamics solution.
  • Scoping Assessment: Estimate high-level cost and put a resource plan in place for the deployment of the Microsoft Dynamics solution.
  • Proof of Concept: Validate the customer’s requirements with their own sample data in a test environment.
  • Business Case: Prepare a solid business case for the implementation of the Microsoft Dynamics solution.
  • Upgrade Assessment. Review the current release of Microsoft Dynamics to ascertain the best approach to upgrade to a subsequent release.