Scenario: OneDigital’s Employee Benefits team currently mana…
Scenario: OneDigital’s Employee Benefits team currently manages client renewals using spreadsheets and calendar reminders. Sales leaders want Dynamics 365 to automatically generate renewal activities 120 days before a client’s benefits plan expiration date. When a renewal activity is created, it should: Be assigned to the Account Manager responsible for the client. Include key client renewal details. Trigger an email notification to the assigned owner. Allow managers to report on upcoming renewals through dashboards and views. Exercise: 1. Write one high-quality User Story for this feature. 2. Provide Acceptance Criteria for the User Story. Include enough detail that a tester could determine whether the feature works as intended. 3. List three Discovery Questions you would ask the stakeholder before finalizing requirements.