Description
During this phase, XRMROI consultants will meet the key stakeholders and capture the business requirement. They will run workshops and will document the Sales process
Deliverables
- Business Requirement Document
- Data Migration Requirement Captured
Milestone Completion Criteria
- Business Requirement Document Signed by Client
Description
During this phase the business requirement will be mapped to the capability provided by Dynamics 365 and a high level solution design will be created
Deliverables
- High level solution design document
- Data Migration effort estimated
Milestone Completion Criteria
- Design Document Signed by Client
Description
During this Phase, the consultants will configure (and test) the Dynamics 365 Dev environment to cater to the requirements captured during the requirement gathering phase. The CRM will be configured based on the design principles defined during the design phase.
Deliverables
- An Un-Managed & Managed version of the CRM solution that can be migrated to the UAT environment
Milestone Completion Criteria
- XRMROI to confirm completion of development
Description
During this phase, the solution will be migrated to the UAT environment and business users will
Deliverables
- Deployment of the solution in the UAT environment.
- UAT test scripts has to be
Milestone Completion Criteria
- UAT test script signed off by Client
Description
On an agreed date, the solution will be deployed in the Production environment.
Deliverables
- Solution deployed in Production environment
- Users granted access to the environment
- Email server configured on the Production instance
- Solution smoke-tested.
Milestone Completion Criteria
- Solution sign-off by Client
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Requirement Gathering.png)
Design.png)
Build & Test.png)
UAT.png)
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