Accelerate for Microsoft Dynamics CRM

High level envisioning of the future Dynamics 365 Customer Engagement solution, functional process definitions, integrations to external systems and data-migration strategies take place on a conceptual level. This phase includes the review of Client’s “as-is” processes with System Walkthroughs and To-Be Business Process Flows and Business Scenarios Documents which are readily available with ACCELERATE for Microsoft Dynamics. The out of the box business flows reduce the need for customizations and provide a springboard to fast track the project.

The design phase defines how the business requirements identified in the analysis phase will be implemented. All the subject matter experts and process experts are involved in the design sessions so that the processes are covered from A to Z. Out of the box Test Design Documents, Integration Design Strategy and Data Migration Templates and Scripts within ACCELERATE for Microsoft Dynamics can significantly compress the duration of the design phase and serve as roadmap for the build and configure phase. During the design phase, Conference Room Pilot (CRP) sessions may be held with customers and functionalities of the Microsoft Dynamics 365 Customer Engageent software solution are demonstrated to key stakeholders and decision-makers. This ensures any issues or process divergence that need to be addressed before the system is implemented are caught and addressed early on in the Microsoft Dynamics 365 CRM implementation. 

In the Configure and Build or Development phase, we configure and build the Microsoft Dynamics 365 CRM system components including configurations, customizations, integrations and interfaces and data migration processes. The solution is also fully tested and test scripts are created that the Customer will use in the Deployment phase for User Acceptance Testing and acceptance activities. Relevant to the Build phase, ACCELERATE for Microsoft Dynamics provides out of the box Test Scripts, Test Automation Suite and Data Migration Scripts to reduce the time and cost of developing and building the CRM solution.

Deployment phase of the implementation is where we transition the Customer to Microsoft Dynamics 365 Customer Engagement solution. User Acceptance Testing, End User training and Cutover activities help employees transition and get accustomed to the new solution. Data migration check, final system readiness, validation of the Go-Live checklist ensures all business requirements are met. After which, the system is finally migrated to production. ACCELERATE for Microsoft Dynamics CRM provides out of the box cutover checklists, hour by hour guidance of who has to do what and migration scripts to handle complex cutover scenarios thus reducing risk and removing the guesswork out of the CRM go-live.

The operation phase defines the activities required to close the project, provide post-production support, and transition the solution and providing any remaining knowledge transfer.  Utilizing the ACCELERATE for Microsoft Dynamics Framework combined with Unify Dots’ best practices, customers can lower support costs and improve the knowledge and ownership of the Dynamics 365 Customer Engagement solution in the organization. Key artifacts to enable this in ACCELERATE for Microsoft Dynamics are the Training Documents, Job-Aids and the Training Videos for Microsoft Dynamics 365 CRM.