Dynamic 365 Case Study - Context
An early startup business agility consultancy seeks to enter the Lean-Agile Certification market in order to
Grow its revenue by 10x
Expand its customer based and customer reach - both current and prospective customer
Create a global community of certified Lean-Agile practitioners
The Lean-Agile Certification program is divided into four work streams:
Strategy - Focus on creating the program strategy, strategic priorities, and strategic roadmap
Product - turning strategy, strategic priorities into products and ensuring the end-to-end product development lifecycle
Sales and Marketing - responsible for planning, developing, and executing strategies to promote and sell a company's products or services
Service Delivery: responsible for delivering of certification program and ensure customer satisfaction
Dynamic 365 Case Study - Your Role
You are a Dynamics 365 Consultant, and your primary responsibility is to support the sales and marketing team in implementing a Dynamics 365 solution for a Certification Program. The objective is to design a streamlined, automated, and efficient system that enhances customer experience, improves sales and marketing effectiveness, and provides real-time insights into program performance
Dynamic 365 Case Study - Interview Task
This will be a 60-minute interview centered around the Dynamic 365 Case Study - 20-minute presentation, 20-minute Q&A session and 20-minute feedback session. You will need to prepare a 20-minute presentation outlining your proposed solution. Your presentation should be designed for a sales and marketing audience with little or no experience in Dynamics 365, focusing on how the solution can drive business value while keeping costs low.
Your presentation should cover:
Analysis
Requirement Gathering
Process Flow
Stakeholder Management
Business Value
Dynamic 365 Case Study - Summary
Provide clear explanations and justifications for your choices
Highlight how they meet the objective of implementing a Dynamics 365 solution for a Certification Program
Please ensure that a suitable presentation has been prepared and email the presentation to contact@itydata.com 24 hours in advance of the interview
Extra - Additional Guide and Things to Think About
Analysis
Conduct a thorough analysis of the existing sales and marketing processes related to certification programs.
Identify pain points, inefficiencies, and areas requiring automation.
Benchmark industry best practices for managing certification programs.
Assess existing CRM and ERP integrations to ensure seamless data flow.
Requirement Gathering
Engage with key stakeholders (Sales Managers, Marketing Heads, Certification Coordinators, IT Team, and Customers) to understand their needs.
Define functional and non-functional requirements for the new solution.
Identify necessary integrations (e.g., Learning Management System (LMS), payment gateways, and customer portals).
Document user stories and acceptance criteria to ensure alignment with business goals.
Process Flow
Design an end-to-end process flow for managing the certification program using Dynamics 365 Sales and Marketing modules.
Automate lead generation and nurturing through customer engagement journeys.
Implement customer self-service portals for registration, payment, and certification tracking.
Enable workflow automation for certification issuance, renewals, and reminders.
Ensure data synchronization between sales, marketing, and finance teams.
Stakeholder Management
Define roles and responsibilities for different teams using Dynamics 365.
Develop a stakeholder engagement plan to ensure buy-in and adoption.
Conduct regular meetings, demonstrations, and feedback sessions.
Address change management challenges and provide training to end users.
Business Value
Improve lead-to-conversion rates through targeted marketing campaigns.
Enhance customer experience with self-service capabilities and real-time updates.
Increase operational efficiency by automating manual tasks and reducing errors.
Provide actionable insights through real-time dashboards and analytics.
Drive revenue growth by optimizing the certification program’s sales and marketing efforts.
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