Aligns to Microsoft Customer Engagement Methodology (MCEM) Stages 1 and 2

Dynamics 365 Activate for project discovery: Analyzes a customer’s existing Salesforce CRM environment to accelerate migration assessment and planning for Dynamics 365. This tool leverages AI to profile data and entities, identify relationships and dependencies, and surface business processes and customizations that require attention, helping implementation teams determine what should be preserved, simplified, redesigned, or left behind.

Input: Existing Salesforce CRM environment, including data, entities, business processes, customizations, and dependencies.

Output: Migration assessment providing visibility into the current Salesforce landscape, migration priorities, potential risks, and key considerations for the transition to Dynamics 365.

Aligns to MCEM Stages 1 and 2

Provides customers and implementation partners with access to Microsoft standard business process frameworks and visual process maps directly within the Dynamics 365 Implementation Portal. Powered by Mavim, the BPC helps develop process hierarchies, align project scope, identify which processes are in or out of scope, and establish a shared understanding of how the organization operates before solution design, configuration, and deployment begin.

Input: Business requirements, project scope, and Dynamics 365 implementation objectives.

Output: A documented process framework that clarifies hierarchies, aligns stakeholders, and guides implementation planning decisions.

Aligns to MCEM Stages 1 and 2

GYDE 365 Discover: Used during the discovery phase of CRM migration projects to capture and analyze business and functional requirements by processing CRM Envisioning workshop transcripts and assessment reports, then automatically matching them to a requirements library and performing a fit-gap analysis. This tool streamlines the process by reducing manual effort, pre-filling requirements based on complexity, and providing estimated design and build hours.

Input: Dynamics Assessment Tool report, CRM Envisioning workshop transcripts, meeting transcripts

Output: Inferred business and functional requirements, fit-gap analysis (against requirements library), complexity ratings, estimated design/build hours, summary of key topics, and follow-up questions from discovery sessions.

Migration Assessment Copilot (MAC): An agentic feature within GYDE 365 Discover that automates the extraction and analysis of requirements from workshop transcripts and current environment assessment reports. Where GYDE 365 Discover provides the overall framework and requirements library for discovery and fit-gap analysis, MAC specifically processes and infers requirements from unstructured documents then matches them to the requirements library, reducing manual input. While GYDE 365 Discover allows for manual entry and rapid workshop-based requirement selection, MAC adds automation and intelligence to the discovery process, enabling faster and more accurate requirement mapping and complexity estimation.