Microsoft Enhances the Dynamics 365 Implementation Portal with Mavim to Help Cus

Written by Rachel Profitt and Siena Pennington 

Microsoft announced the first wave of enhancements to the Dynamics 365 Implementation Portal, introducing a new capability that brings business process visualization directly into the profiling experience, powered by Mavim and the Microsoft Business Process Catalog. As the structured process content and visualization layer behind the experience, Mavim helps customers and partners understand standard processes in context and make faster, more informed implementation decisions. The Dynamics 365 Implementation Portal is where teams begin with standard process scoping, while Mavim helps them take that foundation further into more customer-specific process planning.

This release marks a foundational step toward improving how customers and partners define scope and align earlier during Dynamics 365 implementations. For customers, it means teams can start from Microsoft’s standard process guidance and use Mavim to shape that guidance around how their business actually operates. It also creates a practical starting point for building a Digital Twin of the customer’s business over time: a living model of how processes, roles, systems, data, and decisions connect. With that context in place, teams can make decisions based on the customer’s operating reality rather than disconnected requirements or one-time workshop notes.

While this first release focuses on visualization and scope definition, it also sets the direction toward a more connected implementation experience, where business processes do not just inform scope, but ultimately drive the design of the implementation itself through a future solution blueprint design, powered by Mavim.

That shift creates a stronger long-term foundation for customer success. Teams can see what should remain standard, where variation matters, and how process decisions should evolve after go-live. It turns implementation from a project milestone into a foundation for customer longevity and future transformation.

Bringing process clarity into implementation

With Release Wave 1, the Dynamics 365 Implementation Portal now enables users to:

~ Open and visually navigate business process flows directly within the profiling experience

~ Drill down into standard process structures from the Microsoft Business Process Catalog in Mavim

~ Mark processes as in-scope or out-of-scope while maintaining alignment across teams 

This enhancement integrates Mavim’s process visualization capabilities into the portal, allowing customers and partners to move beyond static lists and engage with processes in a more intuitive, visual way. By bringing governed process content into the flow of profiling, Mavim helps teams create clearer workshop conversations, faster scoping alignment, and less time spent interpreting process intent.

A low-disruption enhancement with immediate value

This first update is designed to extend existing workflows, not replace them.

~ The profiling experience remains familiar, with the addition of a “view diagram” capability embedded directly into the user journey

~ Teams can leverage visual process context during workshops and scope discussions, improving alignment without introducing new complexity

~ The experience is intentionally lightweight, focusing on clarity and usability in early implementation phases 

By grounding conversations in a shared visual understanding of business processes, organizations can reduce ambiguity during scope definition, accelerate decision-making, and improve implementation consistency across teams.

For customers, the value is simple: the implementation can be shaped around how the business actually works, not just a static requirements list or a one-time workshop output. That means fewer misunderstandings during workshops, better fit-to-standard decisions, less rework, clearer ownership after go-live, and process knowledge that continues to support adoption and improvement as the business changes.

Mavim’s broader platform role

In this release, business process visualization from Mavim in the Dynamics 365 Implementation Portal gives customers and partners a practical starting point for scoping and profiling. It helps teams see standard Microsoft process content in context, align on what is in scope, and reduce ambiguity early in the implementation lifecycle. But visualization is only the entry point into Mavim’s broader platform value.

The portal helps teams begin with standard Microsoft process content. Mavim extends that starting point into customer-specific governance, process intelligence, and a Digital Twin of an Organization. By connecting processes, roles, systems, data, decisions, controls, and outcomes in a living model of the business, Mavim gives implementation teams a clearer view of how the customer operates today, where standardization makes sense, and where business-specific variation matters. That same foundation can carry forward into solution blueprint design, downstream delivery, adoption, and continuous improvement.

For partners, this creates a more scalable and differentiated implementation motion. Instead of rebuilding process context manually across workshops, tools, and delivery teams, partners can start from Microsoft’s standard process scope in the Implementation Portal and use Mavim to carry that context into customer-specific planning, governance, and blueprinting. This helps partners accelerate discovery, improve fit-to-standard conversations, reduce delivery rework, and position a clearer path from implementation planning to long-term transformation.

Mavim provides:

~ Consistent, standardized process visibility across implementations

~ Seamless access to process flows without leaving the portal

~ A foundation for connecting business processes more directly to implementation outcomes

~ A living model of the customer’s business that reflects process context and supports continuous improvement beyond go-live

Together, the implementation portal and Mavim reinforce a broader shift toward process-driven transformation in the Dynamics 365 ecosystem: accessible process visualization for scoping and profiling first, then deeper business context for blueprinting, delivery confidence, and continuous improvement over time.

What’s included, and what’s next

Release Wave 1 focuses specifically on enhancing the profiling experience in ways that help customers and partners scope more confidently, align faster, and reduce uncertainty early in implementation.

Included in this release:

In-portal navigation and drill-down capabilities

Not included in this release:

Editing or creation of custom processes within the portal

Planned next steps:

Additional capabilities to extend beyond visualization toward more connected implementation scenarios, including more intelligent and agent-enabled ways to work with process content over time

Managing diagrams and flows

As the Business Process Catalog in Mavim evolves, diagrams and flows will be deprecated from GitHub and made visually accessible through the Dynamics 365 Implementation Portal. To maintain consistency and traceability, all further updates will be managed in Mavim, reinforcing its role as the maintained source of current process content over time. For customers and partners, this reduces confusion caused by outdated content, improves confidence that teams are working from a current and standardized source, and helps implementation discussions move faster with less rework. Instead of spending time validating whether a diagram is current, teams can focus on making better scoping decisions, accelerating alignment, and driving more consistent implementation outcomes.

~ Clear identification of outdated diagrams and flows

~ A structured approach for publishing and reviewing process updates in Mavim

~ Improved transparency for customers, partners, and internal teams tracking catalog changes

Why this matters for customers and partners

For customers and partners, the value is more than faster alignment. By making standard business processes easier to visualize during profiling, teams can validate scope earlier, identify where standardization fits, and reduce confusion in workshops. In practice, that means less time debating process intent and more time making decisions that support the customer’s long-term operating model.

For delivery teams, this also means better workshop preparation, clearer handoff from scope discussions into implementation planning, and less manual effort to recreate decisions across tools. For customers, it creates a process foundation that can live beyond go-live, supporting optimization, governance, adoption, and improvement as the business changes. As import and export capabilities evolve, teams will have a more practical way to carry scoping outcomes forward into Mavim and downstream delivery processes.

~ Faster scope alignment across customer and partner teams

~ Less rework caused by outdated or misunderstood process definitions 

~ Greater confidence in implementation decisions based on a current, governed source of truth

~ A reusable process foundation that supports customer longevity, post-go-live optimization, and continuous improvement based on the customer’s business

Available to Dynamics 365 customers and partners

The Dynamics 365 Implementation Portal is available to customers with eligible Dynamics 365 products and is required for Finance and Operations projects as part of go-live readiness processes. The diagrams are available now along with the new proifiling experience. The new export button will be available soon as shown in the screenshots above.

A foundation for process-driven implementations