Pre-Sales Funded Engagement - Business Apps - CRM Vision & Value - Eligibilty

[RalfW]

Hi community

we are studying the delivery guide for funded engagement CRM Vision & Value. We have some customer eligibility related questions, so I appreciate some clarification from Microsoft. Thanks!

Ralf

The provided TCO calculator and the Delivery Guide gives the impression that funding is ONLY available if our prospect migrates from Salesforce to D365 CRM.

What if our prospect is .....

1. ... using Excel sheets to manage support tickets - not eligible for funding?

2. ... using Monday.com, or hubspot to manage sales - not eligible for funding?

3. ... using a self-made application to manage campaigns - not eligible for funding?

[#2]

Looks like nobody has an answer to this, not even the MS concierge team ?

[#3]

I believe the TCO is only a helpful tool to get a costs estimation of such migration to D365. The TCO calculator now also includes Zoho and Sugar systems, but this does not limit the eligible customer products to only these 3 products I believe. It's just to help you calculate based on these systems, probably because they're more common and because Microsoft knows the licensing costs of these systems.

Any documentation I'm reading says: "[...] migrating their CRM to Dynamics 365 [...]". To me that sounds like it can be anything, be it Excel, Monday.com or other 3rd party applications.