Dynamics 365 Sales· Discovery
Dynamics 365 Sales discovery and requirements
Discovery workshops decide what the client needs from Dynamics 365 Sales. The answers end up spread across call notes, emails, chat threads and the sales team's memory, and some get lost between pre-sales and delivery. superglue's agent reads all of them and keeps one list of requirements, with the source and the decision behind each item.
How this step works
What the agent does
- Reads workshop transcripts from your notetaker, and the email, Slack or Teams threads and documents of the project.
- Writes the requirements per business process, with the source and the person who stated each one.
- Lists open questions and conflicting statements for the next workshop.
- Keeps a decision log that design, testing and your colleagues reuse.
What you decide and approve
- Which requirements are in scope.
- The priority of each requirement.
- When the requirements go to the client for sign-off.
What the client gets
- A requirements document per business process.
- A decision log with the source of each decision.
What to get out of Dynamics 365 Sales discovery workshops
- 01
Walk the sales process stage by stage
For each stage from lead to won deal, capture the exit criteria and who hands off to whom. These become the stages and required steps of the business process flow.
- 02
Ask who must not see which records
Territories, regions and manager visibility rules are the input for business units, teams and security roles. Capture them in business terms in the workshop.
- 03
Find out how quotes are priced
Ask where products, price lists and discounts live today, and who approves a discount. This decides whether the standard product catalog is enough or the client needs a quoting app.
- 04
Watch how sellers work day to day
Sellers who live in Outlook or on a phone need the Dynamics 365 App for Outlook and the mobile app in scope. Ask which emails and meetings they expect to see on the record.
Frequently asked questions
What should come out of Dynamics 365 Sales discovery workshops?
Walk the sales process stage by stage; Ask who must not see which records; Find out how quotes are priced; Watch how sellers work day to day. The agent keeps the requirements and the decisions in the project, so design and testing reuse them.
Which meeting tools can the agent read?
Circleback, Granola, Fireflies, Fathom, Fellow, Read AI and Otter, plus email, Slack, Teams and shared drives. The agent only reads them.
How does superglue work with our consultants?
superglue works alongside your team. The agent takes on the repetitive work, such as reading documents, drafting, mapping, loading and reconciling. Your consultants keep the client relationship and the decisions, and they approve every change to a client system.
Can we use our own implementation method?
Yes. Write your firm's method as a playbook, and every consultant and every session follows it. The documents the agent produces carry your firm's branding.
Which systems can we migrate from into Dynamics 365 Sales?
Common sources are Salesforce, HubSpot, Dynamics CRM on-premise, Pipedrive and spreadsheets. The agent also reads Excel, CSV and XML exports and most systems with an API or a database.
Is client data safe?
superglue holds a SOC 2 Type 2 report and works under GDPR. Credentials are encrypted with AES-256. On the Enterprise plan, superglue can run on your own infrastructure.
How do we start?
Start with one live Dynamics 365 Sales project. Connect the client's systems, give the agent the statement of work, and run the first steps together with us.