Example deliverable

Sample data

Dynamics 365 Assessment — working outline

01
Example Dynamics 365 Assessment deliverable

Illustrative deliverable outline. The final contents are confirmed against your process and agreed scope.

Objective, scope & delivery

The problem to solve

A clear objective before any work starts.

Your ERP holds the data but you can't get usable numbers out of it.

The starting point is how your team works, not a list of features in Dynamics 365. We establish what needs to change, who relies on the result and how you will judge whether the work has solved the problem.

The scope below sets the boundary for dynamics 365 assessment. Before work starts, we check the current process, available information and practical constraints with you. Gaps and assumptions are made visible so that the quote reflects the work actually required.

What the work needs to address

  • Set-up and master data review
  • Reporting extraction options
  • Written fix list in priority order