Mastering Microsoft Dynamics 365 Implementations


This course includes
AI Tutor (Add-on)

The goal of the Mastering Microsoft Dynamics 365 Implementations course is to appeal to all players involved in implementing an ERP or CRM system so that they can learn more about what they should or shouldn't do when they play their part in the project. The course contains assessment questions and interactive lessons with knowledge checks and quizzes to teach you all the steps you need to go through to begin and end an ERP or CRM system implementation.


24+ Lessons | 269+ Exercises | 113+ Quizzes | 277+ Flashcards | 277+ Glossary of terms


100+ Pre Assessment Questions | 99+ Post Assessment Questions |

Here's what you will learn

Download Course Outline

Lessons 1: Introduction

Lessons 2: Stages of an Implementation Overview

  • What Is Microsoft Dynamics?
  • The Client Journey
  • Implementation Methodologies
  • Triple Constraints

Lessons 3: What to Do Before You Begin a Project

  • Identify Your Project Team and Stakeholders
  • Identify Your Processes in Scope
  • Clean Up Your Data
  • Define Your Success Metrics
  • Possible Benefits
  • Building Your Business Case and Securing Funding

Lessons 4: Four Keys to Consider When Buying an ERP or CRM Solution

  • Selection Process
  • The Four Keys
  • Building Your Scorecard

Lessons 5: How to Evaluate and Buy Business Application Software

  • Buying Process Steps

Lessons 6: Organizing Your Team for Success and Project Governance

  • RACI
  • Your Partner's Implementation Team
  • Project Governance

Lessons 7: Sprints and Tools Needed to Run Your Project

  • Definition of a Sprint
  • Backlog
  • Sprint Meetings
  • Work Definitions
  • Azure DevOps

Lessons 8: Change Management Throughout Your Project

  • Success Criteria
  • Use of Satisfaction Surveys
  • Nine Steps to Change Management

Lessons 9: Organizing Your Business by Processes

  • Common Language Businesses Speak
  • Process Hierarchy
  • Discovering Your Processes

Lessons 10: Independent Software Vendors—Filling Gaps and Managing Partnerships

  • The Purpose of ISVs
  • Hosting Providers
  • Working with ISVs
  • Microsoft's AppSource Marketplace

Lessons 11: Factors for a Successful Project Kickoff

  • Pre-Kickoff Meeting Activities
  • Kickoff Meeting Content
  • Executive Message
  • Expectations for the Project Team

Lessons 12: Designing the Software Collaboratively

  • Joint Application Design Concept
  • Joint Process Design and Other Design-Related Definitions
  • Joint Process Design Iterations

Lessons 13: Requirements Gathering and Staying “In the Box”

  • Staying in the Box
  • Customization Examples
  • Requirements
  • Writing Good Requirements
  • Fit/Gap Analysis
  • The Cost of Customizations

Lessons 14: Conference Room Pilots

  • The Purpose of a Conference Room Pilot
  • CRP Roles and Responsibilities
  • CRP Place in the Overall Schedule
  • CRP vs. UAT
  • What to Do Between CRP and the End of the Create Stage
  • CRP Goals

Lessons 15: Dealing with Challenges Mid-Project

  • Managing the Project Status
  • Risks and Issues
  • Common Project Challenges

Lessons 16: Customizations vs. Configurations and How You Manage Them

  • Customizations vs. Configurations
  • Tracking Configurations
  • Functional Design Documents
  • The Development Process
  • After Code Complete
  • The Lifecycle of a Customization

Lessons 17: Data Migration—Early and Often

  • Data Migration Plan
  • Extract
  • Transform
  • Load
  • Validating the Data
  • Technical Validation
  • Go-Live Iteration

Lessons 18: Environment Management and Deployments

  • Types of Environments
  • Environment Plan
  • Deploying Code
  • Security

Lessons 19: Testing

  • Definitions
  • Pre-Deploy Stage Activities
  • UAT Sessions
  • Post UAT Testing

Lessons 20: Training for All

  • Learning During Interactive Sessions
  • Learning Modalities
  • How to Manage and Distribute Your Content
  • Building Your End User Training Schedule

Lessons 21: Going Live

  • Go-Live Criteria
  • Mock Cutover and Final Week Activities
  • Go/No-Go Meetings
  • Live Cutover

Lessons 22: Hypercare

  • Go-Live Support
  • Role of HelpDesk
  • Post Go-Live Releases
  • Project Team Transition

Lessons 23: Support and Enhance Your Project

  • Support After Hypercare
  • After Action Review
  • Ongoing Releases
  • Future Enhancements
  • Calculating Return on Investment

Lessons 24: Bringing It All Together

  • Align Stage
  • Define Stage
  • Create Stage
  • Deploy Stage
  • Empower Stage
  • Additional Resources