Dynamics 365 Partner Scoping Call

28 Nov 2025, 15:0030m 0sPASTE

Complete

Emma Richards

900 words·9 segments

80%

Marcus Webb

800 words·8 segments

75%

Marcus Webb

We need to scope the Dynamics 365 configuration work. Main customisation needs are around the sales pipeline stages and the customer 360 view.

Emma Richards

For the pipeline, we recommend using the out-of-the-box sales module with custom stages. For customer 360, a unified dashboard. Typically 6-8 weeks.

Marcus Webb

We need it done by end of February. I will get Tom to share the mapping doc by 10 December.

Action

Tom Briggs to share data mapping document with implementation partner by 10 December

Marcus Webb15:20

Confidence

88%