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Customer Success with Microsoft Dynamics Sure Step by Nilesh Thakkar, Vincent Bellefroid, Chandru Shankar

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The Diagnostic phase for a current Dynamics customer

In the previous sections, we covered the Sure Step Diagnostic phase guidance for a new or prospective Dynamics customer. The Diagnostic phase also supports the process for due diligence and solution selling process for an existing Dynamics customer, which is the topic of discussion in this section.

The following diagram shows the flow of activities and services of the Decision Accelerator Offering for an existing customer. The flow is very similar to the one for a prospect, with the only difference being the Upgrade Assessment DA service replacing the Requirements and Process Review DA service.

Much like the flow for a prospect, the flow for the existing customer begins with the Diagnostic preparation. ...

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