Dynamics 365 Sales· Solution design
Dynamics 365 Sales fit-gap and solution design
Solution design turns the requirements into a Dynamics 365 Sales design: what standard Dynamics 365 Sales covers, what needs configuration, and what needs an extension or a third-party app. superglue's agent drafts the fit-gap from the requirements and reads the client's Dynamics 365 Sales account, so the design matches the edition and the features the client actually has.
How this step works
What the agent does
- Drafts a fit-gap matrix that marks each requirement as standard, configuration, extension or workaround.
- Reads the client's Dynamics 365 Sales account for the edition, the enabled features and the existing setup.
- Drafts the design document: structure, master data, processes, approvals and integrations.
- Flags the gaps that change scope or cost, so you raise them before the build.
What you decide and approve
- How each gap is closed.
- Which extensions and third-party apps the client buys.
- When the client signs the design.
What the client gets
- A fit-gap matrix in Excel.
- A solution design document to sign.
Key Dynamics 365 Sales design decisions
- 01
Use standard tables first
Lead qualification, forecasting and quotes work on the standard lead, opportunity and quote tables. A custom table in their place loses these features and adds maintenance.
- 02
Pick the right tool for each rule
Use business rules for simple form logic and Power Automate cloud flows for work that can run in the background. Use a plug-in when the logic must run in the same transaction as the save.
- 03
Design business units for data separation
Build business units only where data must stay apart, and use teams and access levels for the rest. A copy of the org chart gives a deep hierarchy that is hard to change later.
- 04
Plan the solutions and their layers
Keep the number of solutions small, because dependencies between managed solutions decide import order and block removal. AppSource apps install as their own managed solutions, so put your changes to them in your own solution.
Frequently asked questions
What are the key Dynamics 365 Sales design decisions?
Use standard tables first; Pick the right tool for each rule; Design business units for data separation; Plan the solutions and their layers. The agent drafts the fit-gap, and you decide how each gap closes.
Does the agent decide on customizations?
No. The agent lists the options for each gap and their effect on scope. You decide, and the client signs the design.
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.