Microsoft Dynamics 365 Implementation

Microsoft Dynamics 365 Implementation

Seniority level: More than 6-7 years of relevant experience

The scope covers the deployment, configuration, and optimization of Microsoft Dynamics 365 components meeting client’s operational requirements.

The primary components foreseen for this project are:

✓D365 Customer Service: To manage and enhance customer interactions.

✓D365 Contact Center Premium: For integrated communication and case management.

✓D365 Sales: To facilitate efficient sales management and pipeline tracking.

✓D365 Customer Insights: To derive actionable insights from customer data.

✓D365 Marketing: For comprehensive marketing campaign management and automation.

Deliverables

•Blueprint Document: High-level and detailed system architecture.

•Configuration Documentation: Custom workflows, roles, and data models.

•Operational Workflows: Deployment of automated workflows to enhance efficiency and productivity

•Configuration Deliverable: Fully configured Dynamics 365 modules, including user roles, dashboards, workflows, and permissions, ready for deployment

•Test and Release Management Framework: Develop a comprehensive Test and Release Management Framework to ensure the structured validation, deployment, and continuous improvement of the Microsoft Dynamics 365 system.

•Integration Plan: Specifications for ERP, MDM and external system interfaces.

•Data Migration: Successful interim, planned and long-term migration of legacy data, validated and optimised for use within Dynamics 365.

•Integration deliverables: Functional integrations with ERP, IAM, and other enterprise systems, including tested and operational APIs.

•Contact Center Implementation Deliverables: Fully configured Contact Center Premium capabilities, with integrated telephony systems and omnichannel support.

•Change management plan

•Training Materials: Comprehensive guides and modules for users.

•Post-Go-Live Support Plan: Hypercare and steady-state operations framework.

•Governance Framework: Implementation and operation of the Microsoft Dynamics 365 system must align and adhere to client’s policies , processes and governance for information security and lifecycle management.

•Performance Optimization: Regular system monitoring and performance enhancements to ensure scalability and reliability.