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DESCRIPTION OF SERVICES
Project Management:
General configuration and Setup:
Data Migration:
Setup and Configuration:
Process Walk-through:
Role Setup:
Training and Enablement:
User Adoption:
User Accepted Testing:
Post Go-live Assistance:
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Dynamics 365: Guided Implementation
Dynamics 365: Guided Implementation
The Implementation Guide is a tool for configuring the Dynamics 365 system to meet customer requirements. Its structure and documentation are component-oriented.
Target group:
- Solution consultants
- Project teams for implementation, conversions and upgrades
Current Version
- In the Dynamics 365 menu of the Dynamics 365 system under
Tools --->
Dynamics 365 | Guided Implementation
Included in each task are:
Detailed description of the task
Roles and responsibilities associated with a task
Preparation requirements referencing tools, activities and / or templates that may be required.
Deliverables or hand-offs concluding each task
Library of best practices that pertain to the task
Lastly, it's important to recognize that this is the beginning of an ongoing process. Dynamics 365 will be a growing source of information on how to implement the Dynamics 365 application. It is a commitment from the Dynamics 365 Professional Services team to work with our customers and partners to document our experience in implementations and to make that experience available to the broader Dynamics 365 community.
HELP DYNAMICS 365 - SOLUTION MANAGER
HELP DYNAMICS 365 - SOLUTION MANAGER
What's this app?
Explore
Preset
Realize
Deploy
Change
Run and Operate
System preparation
Configure Your Solution
Configure Your Solution
Configure Your Solution
Configure Your Solution
Configure Your Solution
Migrate Your Data
Test Your Processes
Manage Test Processes
Create Change
View Change History
Learn More
View Solution Scope
Set Local Version
Phase 1: Get Organized
Phase 1: Get Organized
Phase 1: Get Organized
This Phase consists of the following tasks:
1 Review Goals
2 Define the Team
This phase prepares the ground for later phases of the project by establishing the objectives of the project, the scope, and the staffing, and also begins the education process for the key members of the project team. The project Kick Off meeting is a key element in confirming objectives, scope and the composition of the core project team.
Some projects are on a strict timeline, where the business is facing an important date, perhaps the end of a fiscal year, when the system must be operational. This factor may cause the project team to reduce the scope of the project, or perhaps split the project into multiple releases. Understanding the inter-relationship of these factors, and any other over-riding project objectives, is important to document and share across the project team.
Identifying the project team happens in this phase. The methodology identifies a number of "roles" that are required for the project. In this context, roles refer to the skills required to complete a piece of work and may involve one individual or a whole department. In Dynamics 365 implementation projects, a single individual may often take responsibility for multiple project roles. For instance, in a small company, a single individual may take responsibility for making business decisions across many business processes.
Who's Involved With This Task?
Executive Sponsor
Business Process Owner
Administrator
Project Manager
Phase 2: Prepare Your Business
Phase 2: Prepare Your Business
Phase 2: Prepare Your Business
Prepare Your Business
This Phase consists of the following tasks:
1 Review Existing Processes
2 Map Processes to Dynamics 365
3 Review Data Migration Requirements
4 Create Schedule/Plan
In this Phase, the requirements of the business are documented and matched to the capabilities of the Dynamics 365 application.
It is not possible to overemphasize the importance of this phase. A vast majority of problematic implementations can be traced back to a lack of depth in the requirements definition phase of the project. This phase answers the "what" question, namely, what are the business needs that will be supported by the Dynamics 365 application. Later phases will answer, the question of "how" Dynamics 365 will support the business needs.
The Analyze Phase also entails a preliminary exploration of the data migration requirements, identifying the data that will need to be migrated into Dynamics 365 The data sources are cataloged, then the specific Dynamics 365 entities and transactions are identified and quantified. These requirements will also be addressed during the Configure Phase as a detailed data migration approach is developed.
Who's Involved With This Task?
Executive Sponsor
Business Process Owner
Administrator
Project Manager
Data Migration Specialist
Phase 3: Move To Dynamics 365
Phase 3: Move To Dynamics 365
Phase 3: Move To Dynamics 365
Move To Dynamics 365
This Phase consists of the following tasks:
1 Setup Your System
2 Test System
3 Create Training Schedule/Plan
During this Phase, the Dynamics 365 application is configured and customized to meet the needs of the business.
In each area of the product, there are many settings that affect the behavior of a particular business process. These settings are reviewed and either left in their default setting or adjusted.
Who's Involved With This Task?
Business Process Owner
Administrator
Project Manager
Data Migration Specialist
Phase 4: Run Your Business
Phase 4: Run Your Business
Phase 4: Run Your Business
Run Your Business
This Phase consists of the following tasks:
1 Conduct End-User Training
2 Cut-over Business Processes To Dynamics 365
The planning and preparation of the previous three phases all combine in this Phase. The business processes reviewed in the "Prepare Your Business for Dynamics 365" phase are moved to Dynamics 365; the application is moved into production status.
Test plans are executed at the application level and with the end users. After the test results are reviewed, a final date can be determined for cutting over to Dynamics 365.
Timing the training for End users on the relevant portions of the application is critical. If the training is delivered too far in advance of the implementation, end users may forget some key points. If the training is timed properly, however, the transition to the new application is likely to be greatly eased.
Who's Involved With This Task?
Business Process Owner
Administrator
Project Manager
Training Coordinator
End User
Phase 5: Learn From Experience
Phase 5: Learn From Experience
Phase 5: Learn From Experience
Run Your Business
This Phase consists of the following tasks:
1 Plan Ongoing Improvement
In this phase, the Dynamics 365 application settles into production status as the implementation project is completed.
It is important to review the successes and challenges of the Dynamics 365 implementation. Often, the entire Dynamics 365 application is not installed in the initial project, so it is important to understand the improvements that can be made in subsequent projects. The follow-on project may be of a reduced scope, but the same principles of the Dynamics 365 implementation process still apply. Namely, it is important to understand scope, document the business requirements against the out-of-the-box Dynamics 365 business processes, and then move into configuration and customization.
For the Dynamics 365 administrator, the project does not truly complete. Unresolved items often exist at the time of cut-over. Additionally, there is always the opportunity to make enhancements or take advantage of new features.
Who's Involved With This Task?
Executive Sponsor
Business Process Owner
Administrator
Project Manager
End User
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