Background
- Wide World Importers (WWI) is an importer and supplier of fair trade, handmade home goods to independent retailers in North America.
- One of WWI’s products was recently featured on several major television talk shows and has become very popular. As a result, WWI is expanding their prospective sales operations to new markets as well as engaging current customers in a more direct manner.
Current environment Sales representatives
- Sales representatives are highly competent users of this Dynamics 365 Finance implementation.
- They typically operate independently, but due to the recent high sales volume they must work together as a team.
- Sales representatives are not available to test the new business processes and security roles being introduced.
- Customer and prospect data is currently stored in Excel spreadsheets.
Requirements: Functional requirements
- A mechanism to facilitate an interactive step-by-step training guide within the Dynamics 365 application must be implemented.
- Tips and hints for data entry in the interactive training guide must also be included because most sales representatives will not be available for training prior to implementation of the new functionality. They need to be able to use the functionality as soon as it is implemented.
- Sales representatives must be able to see all report and form data for specific sales and inventory reports and forms.
- Many sales representatives have applied individual changes to forms and reports, such as moved, added, and hidden fields. These changes are critical to the sales representatives’ efficiencies and must remain in place.
- New processes must be standardized and documented according to current standards.
- Several sales representatives run custom queries on SSRS reports. Sales representatives must be able to see the default data as well as their custom queries for those reports.
Requirements: Power Apps initiative
- A Power Apps also must be created and embedded on the customer form. The form displays other prospects who reside within a certain radius of the current customer. This functionality will be distributed on a per-request basis.
- A Power Apps app must be embedded in a feedback form within the Sales order form in Dynamics 365 Finance. The form must display questions for a sales representative to ask customers while reviewing their previous sales orders.
Requirements: Data import and export
- WWI must consolidate and migrate all their data currently in Excel spreadsheets into the Dynamics 365 system.
- Sales managers must cleanse their region’s prospects and bring them into the Dynamics 365 system by a specified date for final analysis.
- Sales manager’s data sheet templates must include the most recent data from the Dynamics 365 system. The managers must check for duplicate data.
- The data templates used for data import must be intuitively located within the Dynamics 365 forms where the data primarily resides.
- For any other core data that must be imported, all test imports must be as repeatable and consistent as possible while data validation errors are identified and addressed.
Requirements: Technical requirements
- The implementation must be done as quickly as possible with no development needed.
- A tool for project workstream, task management, and work stories must be implemented for the rapid deployment sprints, issues, and feature backlogs that will result from the implementation.
- The solution must also facilitate automation of regression testing for the One Version business continuity initiatives.
- Basic entity templates must be acceptable for imports.
Issues
- The Dynamics 365 Commerce customer data cannot currently be accessed by a Power Apps data source. Several sales representatives have applied individual changes to forms, preventing the new business processes. All representatives should use the same form layouts.
- Sales representatives report errors on a few existing sales reports. You identify that the criteria used to generate the reports is the root cause for the errors.