Pre-project questionnaire
Company and contact information
The questionnaire is intended to help form an agreed and shared vision for how this investment will support business success.
Cloud9 Insight would recommend an internal workshop with your key stakeholders to complete it.
The client needs to understand this project should be planned as a journey with additional phases to ensure full ROI and benefits are achievable.
Project lead name - for project communication
Project lead email address
Project Lead Telephone No.
Project sponsor and summary of how they will define future project success
Key stakeholders and summary of how they will define future project success
Project budget - not including licenses*
Confirm which phase (1,2,TBD) (if any) you require this functionality in Dynamics CRM Online.
Marketing - leads, campaigns, marketing lists
Sales management - customers, opportunities, goals
Service management - cases, queues, service calendar
Service management details
Field service - management of field engineers, maintenance or deliveries etc.
Project service automation - resource, time and expense management for projects
Project service automation details
Financials - orders, quotes, invoice, customers, vendors, intercompany, multicompany, recurring invoices, advanced finance
Operations - inventory, stock management, multi warehouse, advanced warehousing
Other processes - events, HR, subscriptions/memberships
Indicate existing CRM software used and/or source of existing data that will be migrated to Dynamics CRM:
Provide a summary of initial requirements, including any functional capability or business processes:
What improvement in customer experiences would you like Dynamics to support?
List below which record types - entities - you require importing into CRM + volume of data for existing records:
Describe the cultural sensitivity to change in the business and perception of key stakeholders of this CRM project:
Capture current business challenges, pain points and/or strategic goals to be addressed by implementing Dynamics CRM and overall benefits of CRM expected:
Describe project risks - e.g user adoption, past CRM experience, significant process transformation etc.
Will Dynamics 365 integrate with other Microsoft software applications?