Agenda

2

Review objectives Review engagement process flow Present demonstration feedback and

changes Acknowledgements Next steps Questions and answers

The primary objectives of the Proof ofConcept 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 Objectives

3

4

Proof of Concept Engagement Process FlowThis is the process flow we used to deliver the conference room pilot.

Activities

5

Proof of Concept Engagement Process FlowThis is the process flow we used to deliver the conference room pilot.

Activities

6

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

<insert feedback item 1> <insert feedback item n>

Demonstration Feedback

7

Fit Gap Changes

•

<insert percentage>

•

–––

4%2%

Std Features Configuration 3rd Party Add-OnWorkflow Customization

Fit Gap Changes

8

Customization, 9%Workflow,

2%3rd Party

Add-On, 4%

•

<insert percentage>

•

–––

9

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>

Solution Blueprint Changes

10

Thank you to the following participants in this engagement:

List customer and partner resources who aided the engagement

Acknowledgements

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The proposed next steps are: Perform a scoping assessment to determine the

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

Next Steps

12

Please ask any questions arising from this presentation.

Questions and Answers