MM-DYN365.AE1
Mastering Microsoft Dynamics 365 Implementations
Discover the proven strategies and best practices for successful Microsoft Dynamics 365 implementation for your business.
- 24 Interactive Lessons and 99 topics mapped to the official exam objectives
- 282 Practice Test Questions
Intermediate Self-paced · 1 year access
24Interactive Lessons
99Topics
282Practice Test Questions
277Flashcards
277Glossary of terms
01 / Skills you'll get
What you will be able to do
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Many businesses find themselves navigating the Dynamic 365 implementation process, but with the right guidance and practices, it can be a smooth sailing experience.
Our Mastering Microsoft Dynamic 365 Implementation course is your guiding star! From laying the groundwork with meticulous project planning to executing change management and data migration, we covered each tool and strategy required to steer your projects toward a conclusion. Once successfully deployed, your organization must brace itself for the amazing benefits of Microsoft Dynamics 365, such as improved productivity, efficiency, and profitability.
- Develop project plans, set realistic timelines, and manage project resources effectively
- Implement strategies to address resistance to change and ensure the successful adoption of Dynamics 365
- Identify potential risks, develop mitigation plans, and manage project risks proactively
- Communicate with stakeholders, manage expectations, and build consensus
- Customize Dynamics 365 to meet specific business requirements without writing custom code
- Plan and execute data migration processes to transfer data from existing systems to Dynamics 365
- Integrate Dynamics 365 with other systems and applications
- Maintain optimal quality of Dynamics 365 functions by developing and implementing test plans
- Identify and document business processes, justify the investment, and implement changes
Course Highlights
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24 Structured Lessons Comprehensive coverage of core course objectives
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282 Practice Questions Assessment tests with detailed answer rationales
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1 Year Full Access Self-paced learning accessible anytime on all devices
02 / Lessons & labs
See exactly what you will learn and practice
Lessons
24 Interactive Lessons · 99 topics01 Introduction +
02 Stages of an Implementation Overview 4 topics +
- What Is Microsoft Dynamics?
- The Client Journey
- Implementation Methodologies
- Triple Constraints
03 What to Do Before You Begin a Project 6 topics +
- 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
04 Four Keys to Consider When Buying an ERP or CRM Solution 3 topics +
- Selection Process
- The Four Keys
- Building Your Scorecard
05 How to Evaluate and Buy Business Application Software 1 topics +
- Buying Process Steps
06 Organizing Your Team for Success and Project Governance 3 topics +
- RACI
- Your Partner's Implementation Team
- Project Governance
07 Sprints and Tools Needed to Run Your Project 5 topics +
- Definition of a Sprint
- Backlog
- Sprint Meetings
- Work Definitions
- Azure DevOps
08 Change Management Throughout Your Project 3 topics +
- Success Criteria
- Use of Satisfaction Surveys
- Nine Steps to Change Management
09 Organizing Your Business by Processes 3 topics +
- Common Language Businesses Speak
- Process Hierarchy
- Discovering Your Processes
10 Independent Software Vendors—Filling Gaps and Managing Partnerships 4 topics +
- The Purpose of ISVs
- Hosting Providers
- Working with ISVs
- Microsoft's AppSource Marketplace
11 Factors for a Successful Project Kickoff 4 topics +
- Pre-Kickoff Meeting Activities
- Kickoff Meeting Content
- Executive Message
- Expectations for the Project Team
12 Designing the Software Collaboratively 4 topics +
- Joint Application Design Concept
- Joint Process Design and Other Design-Related Definitions
- Joint Process Design Iterations
- SIPOC
13 Requirements Gathering and Staying “In the Box” 6 topics +
- Staying in the Box
- Customization Examples
- Requirements
- Writing Good Requirements
- Fit/Gap Analysis
- The Cost of Customizations
14 Conference Room Pilots 6 topics +
- 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
15 Dealing with Challenges Mid-Project 3 topics +
- Managing the Project Status
- Risks and Issues
- Common Project Challenges
16 Customizations vs. Configurations and How You Manage Them 6 topics +
- Customizations vs. Configurations
- Tracking Configurations
- Functional Design Documents
- The Development Process
- After Code Complete
- The Lifecycle of a Customization
17 Data Migration—Early and Often 7 topics +
- Data Migration Plan
- Extract
- Transform
- Load
- Validating the Data
- Technical Validation
- Go-Live Iteration
18 Environment Management and Deployments 4 topics +
- Types of Environments
- Environment Plan
- Deploying Code
- Security
19 Testing 4 topics +
- Definitions
- Pre-Deploy Stage Activities
- UAT Sessions
- Post UAT Testing
20 Training for All 4 topics +
- Learning During Interactive Sessions
- Learning Modalities
- How to Manage and Distribute Your Content
- Building Your End User Training Schedule
21 Going Live 4 topics +
- Go-Live Criteria
- Mock Cutover and Final Week Activities
- Go/No-Go Meetings
- Live Cutover
22 Hypercare 4 topics +
- Go-Live Support
- Role of HelpDesk
- Post Go-Live Releases
- Project Team Transition
23 Support and Enhance Your Project 5 topics +
- Support After Hypercare
- After Action Review
- Ongoing Releases
- Future Enhancements
- Calculating Return on Investment
24 Bringing It All Together 6 topics +
- Align Stage
- Define Stage
- Create Stage
- Deploy Stage
- Empower Stage
- Additional Resources
03 / FAQs
Questions before you start
Why is Dynamics 365 implementation important?+
Dynamics 365 implementation can streamline business processes, improve efficiency, enhance customer satisfaction, and drive growth. It provides a unified platform for managing various aspects of a business.
Who should take this course?+
This Microsoft Dynamics 365 implementation guide is beneficial for project managers, consultants, business analysts, IT professionals, and anyone involved in Dynamics 365 implementations.
What are the common challenges faced in Dynamics 365 implementations?+
Common challenges include data migration issues, resistance to change, integration complexities, and project delays.
What are the best practices for customizing Dynamics 365?+
Dynamics 365 deployment best practices include using out-of-the-box features whenever possible, avoiding excessive customization, and regularly reviewing customization to ensure they remain relevant.
What is the typical timeline for a Dynamics 365 implementation project?+
The timeline can vary depending on the project’s scope, complexity, and the organization’s resources. However, it usually takes several months to complete.
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