Dynamics 365 Model-Driven Apps Overview

Presales Phase

• Solution architects play a critical role in supporting the sales team and landing projects during this phase.
• Their involvement varies, ranging from occasional dedication to being pulled in as needed.
• The focus is on minimal effort to secure the project without overselling capabilities.

Activities During Presales Phase

• Request for Proposal (RFP) responses:
  • Handling tough technical questions that the sales team could not complete.
  • Reviewing other's responses to ensure they are feasible and aligned with the level of effort estimated.

Introductory Customer Meetings

• The solution architect joins the account team as a technical resource to address questions on potential solutions.
• It's a great chance for the architect to learn about the customer's environment, needs, and desired outcomes.

Proof of Concepts/Demos

• The solution architect is crucial in envisioning and crafting the highlights, although not the builder.
• They need a deep awareness of pre-built applications and integrations.
• They assist in decisions on which parts of the proposed solution to emphasize.

Solution Envisioning

• This might be part of a customer meeting, or it can happen independently to generate ideas on how to approach a customer's problem.

Learn about Dynamics 365 model-driven apps, their relation to Customer Relationship Management (CRM), and their capabilities in sales management. Understand how these apps are built on the Dataverse platform and enable users to track accounts, manage contacts, and streamline sales processes.