Skip Ribbon Commands
Skip to main content
Software Assurance Planning Services

​Conduct DYDPS engagements

​​​​Select an engagement

Select an engagement below for more information, to view engagement materials, and to review deliverables required for payment.​

Implementing Microsoft Dynamics 365

Prepare your customers to implement Microsoft Dynamics 365 for Sales, Marketing, Customer Service and Field Service, or extend their current CRM implementation, and help them accelerate their digital transformation to meet the changing needs and capture new business opportunities of tomorrow by better engaging their customers and empowering their employees. Work with qualified customers to review their processes and requirements, envision their custom CRM solution, assess the fit of the solution to their business needs, choose the best implementation option and showcase the solution advantages with a Microsoft Dynamics 365 proof-of-concept. 

Upgrading Microsoft Dynamics 365

Work with customers to envision their upgraded CRM solution, analyze the functional and technical gaps of their current CRM server solution. Showcase the benefits of upgrading with a Dynamics 365 proof-of-concept. Also, create a plan to upgrade to Microsoft Dynamics 365 including newer capabilities of Dynamics 365 for Sales, Marketing, Customer Service and Field Service, that will help them to turn relationships to revenue, better engage their customers and grow their solution with changing business needs.  

Migrating to Microsoft Dynamics 365

Prepare your customer to start their CRM journey to the cloud, planning their migration to Microsoft Dynamics 365 for Sales, Marketing, Customer Service and Field Service. Help them find the right migration path to better realize ROI on their software investment, manage specific business functions and allow organizations to transform to meet customer needs and capture new opportunities, anytime anywhere.

 

Implementing Microsoft Dynamics AX

Prepare your customers to implement Microsoft Dynamics AX, or to extend their current implementation and help them document their business processes using Dynamics Lifecycle Services (LCS) to ensure a custom deployment that best connects people, systems and processes for increased productivity. Work with qualified customers to assess their processes and gaps, evaluate different implementation options, including Microsoft Dynamics 365 for Operations, create and scope a custom fit gap analysis, solution architecture review with LCS, and showcase the solution advantages implementing proof-of-concept in LCS.  

​ ​

Upgrading Microsoft Dynamics AX

Work with customers to envision their future solution, review their business processes and analyze the functional and technical gaps of their current Microsoft Dynamics AX solution. Provide them with an upgrade plan incorporating technical, functional, architectural and integration requirements to streamline their implementation of the current version of Microsoft Dynamics AX.  

Microsoft Dynamics 365 for Operations Assessment

Prepare your customer to start their ERP journey to the cloud, planning their migration to Microsoft Dynamics 365 for Operations and help them find the right migration path that will help them better realize ROI on their software investment and again incredible business agility anytime, anywhere.​  

​ ​​
 

There are no items to Show in this View



Submit the Planning Services Completion Report Submission Form after each Planning Services engagement, making sure to upload a copy of the customer deliverable when prompted.

Upon successful submission of the online form, you will be sent a confirmation email with a submission file receipt attachment and guidance to complete the next steps:

  1. Redeem Planning Services voucher(s) in VVR

  2. Invoice against Planning Services voucher(s) in SAVB


Review the Understand voucher process page for guidance.