5. 3 days5 days10 days 15 days Assess solution degree of fit to exemplary processes Pre-engagement Assessment Pre-Engagement Requirements Questionnaire CRM Envisioning Workshop + Demo CRM overview deck Workshop assessment deck Workshop finding templates (to be filled during the workshop) Demo - https://www.microsoftdynamicsdemos.co m/ Business Requirement Assessment (As-is analysis) Requirements assessment guide Requirements Review Final Report template Fit gap and customization assessment (To- be analysis) Fit Gap Analysis Worksheet/Guide Scoping Assessment Scoping Assessment Report Dynamics Costing Worksheet Proof of Concept (online or on- prem) PoC/implementation guidance https://www.microsoftdynamicsdemos.co m/ Envisioning Finding Report & Next Steps

8.  Marketing resource management – streamlining marketing operations  Multichannel campaigns - designing your customer journey  Lead management and scoring - building sales pipeline and drive revenue  Social marketing – listen and engage customers on social  Marketing intelligence - demonstrate results and impact Marketing  Social listening – helping expose customers sentiments  Intelligent social - understanding market insights  Social engagement – connecting better with customers  Social CRM - driving CRM with social Social  Including: Field Service, Project Service and Employee Self-Service  Portal - make customer service effortless  Agent enablement – Empowering agents to wow customers  Onsite service - smart onsite care  Knowledge management – providing tools to get the right answers at the right time  Service intelligence - analyze and anticipate  Omni-channel - offer service anytime, anywhere Service  Automating sales processes to boost productivity  Gaining key insights into sales data with Power BI, PowerApps and Flow  Streamlining sales cycles  Reducing costs, featuring a highly intuitive interface and Microsoft Office embedded capabilities  Mobile - staying connected to customers anytime, anywhere Sales

9. Turn-Key Solution Integrations + Azure Microsoft Social Engagement Cortana Surveys Gamification + + + + Portals + + + Expand Dynamics CRM scenarios and capabilities with your customer to showcase additional benefit an ROI they can gain from their software investment