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.