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Microsoft Dynamics 365 | Integration, Dataverse...
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Configuration Implementation Template

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Posted on by 6
Anyone aware if there is a standard configuration template for D365?
 
What I'm looking for is a list of all the items that requires configuration and the sequence of the configuration especially where there are dependencies.
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  • Martin Dráb Profile Picture
    237,976 Most Valuable Professional on at
    First of all, which of the D365 product do you have in mind? You can't expect a single configuration template for completely different products. Also, many of them have dozens of modules and thousand of tables, while no customer use all the features (some are even mutually exclusive). Therefore you need to think about what you want to configure, e.g. if you need manufacturing or project management in an ERP.
  • AA-19071600-0 Profile Picture
    6 on at
    I'm looking for something that incorporates all the modules... If that is not available then I can do with each module separately... 
  • Martin Dráb Profile Picture
    237,976 Most Valuable Professional on at
    You still haven't told us which D365 product you want to configure (e.g. Dynamics 365 Business Central).
     
    But in any case, I don't think that your approach to the configuration is correct and can succeed. These products are very complex and the configuration depends on what a particular custom needs, therefore there isn't a single universal way how to configure them.
  • AA-19071600-0 Profile Picture
    6 on at
    Apologies, its Dynamics D365. The approach can be successful if implemented properly. I've been in project before where it was used successfully and it goes beyond configuration.
     
     
  • Martin Dráb Profile Picture
    237,976 Most Valuable Professional on at
    I'm sorry, but there is nothing we can do for you if you don't tell us which product you're interested in. Repeating that it's about D365 give us no information, because this whole forum is about D365. But D365 consists of several completely different products. For example, Business Central and Customer Engagements are different categories of products and are used and configured in different ways.
     
    This discussion makes no sense until you decide and write down which D365 product you want to configure.

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