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Status In Review
Created by Oleksandr Prokopiv
Created on Sep 10, 2026

[updated] CSX: Microsoft CRM Offering - Content Feedback from UK

[Ticket is rebuilt based on the last updates from UK Team. We will raise a separate ticket for Assets once analysis is finished as well].

Hi Team,

Based on discussion with Jo Elliott, Jen Gough, Sam Parker from UK, Microsoft CRM Offering content should be updated to reflect project needs. Currently it contains some gaps and missing content that we also would like to empower with additional assets from UK Team side.


Way how analysis was conducted:

  1. We have created few scope based on real SoW and identified some gaps in the content [some contact deliverable were missing in PDM content structure proposed for Microsoft CRM offering].

  2. To cover those gaps we propose few actions:

    1. Create additional L5-L6 [information provided]

    2. Copy some content from Salesforce CRM offering [as CRM implementation has similar elements in the project delivery approach]

  3. Some elements are not fully relevant for Microsoft CRM delivery process, we propose to simplify and remove some elements.

  4. Also, we have identified that some content elements were referring to Microsoft F&O [ERP offering] instead of CRM.

All key information can be found here [shared with Shyam, James and Kyle]. Feel free to reach us with follow-up questions. --> https://pwcgbr.sharepoint.com/:x:/r/teams/GB-INT-CNST-Microsoft-CoP/_layouts/15/Doc.aspx?action=edit&sourcedoc=%7B7A05D502-63B1-4E4E-AF5B-D4D01ECBDE04%7D&wdExp=TEAMS-TREATMENT&web=1&isSPOFile=1&ovuser=513294a0-3e20-41b2-a970-6d30bf1546fa%2Coleksandr.prokopiv%40pwc.com&clickparams=eyJBcHBOYW1lIjoiVGVhbXMtRGVza3RvcCIsIkFwcFZlcnNpb24iOiI1MC8yNjA4MTMxOTMyMSJ9 [+attached copy]

As we communicated previously, we will continue working on asset analysis for CRM, and after we are targeting to repeat similar exercise for Microsoft ERP [we will raise separate tickets for it].

Kind regards

Olek

  • Shyam Kumar Gopalakrishna
    Oct 12, 2026

    @Guest thanks for submitting the feedback. Confirming this Idea has been received and is with the US team for review.


  • Guest
    Oct 12, 2026

    Hi, please confirm that this Idea has been received and taken to the team for review.

  • Oleksandr Prokopiv
    Oct 7, 2026

    add hardcopy of the analysis

  • Guest
    Sep 10, 2026

    Thanks @Olek. I am currently reviewing PDM for a MS Dynamics CRM full end-to-end delivery and once I have activated the scope I will begin reviewing the assets. More feedback will be provided shortly.