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Microsoft Dynamics 365 | Integration, Dataverse...
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How to implement a dynamics365 module successfully

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Posted on by 240

Hello community,

What are the guides/method you use in order to successfully go through a CRM implementation?

Would really appriciate your inputs on how you have successfully implement a CRM system.

What are the steps of a implementation that must be considered?

Thanks

I have the same question (0)
  • Verified answer
    ba365guy Profile Picture
    2,950 on at

    The question is too generic. But let me try to provide some insights.

    1. The organisation should have answers to the following questions:

    - Why a new software is required for the organization

    - What are the current challenges

    - What are the business objectives 

    - What are the organization goals towards productivity

    - etc.

    2. Once you have answers, work on the list of challenges and objectives

    3. Prepare existing (as-is) business process and scenarios. Document them in readable fomat (may be flow charts)

    4. Document the as-si business rules

    5. Organize a business process transformation workshop (if required). Discuss and finalize the new suggestions and chagnes in business processes (if any)

    6. Document the to-be business process in readable format (may be flow chart)

    7. Decide on an implementation methodology (agile/ waterfall / hybrid / others)

    8. Plan your project depending on methoology

    9. Organize the requirement elaboration workshops / product demonstration boot camps  --> depending on your project methodology

    10. Document the outcomes

    11. Prepare requirement specification documents / user stories / epics --> depending on your project methoodology

    12. Prepare basic design of the system, prepare system blue print, ERD, screenshots 

    13. Make end user familiar with the screens and processes 

    14. Prepare wore frame documentation / mockups and distribute among business users

    15. Get agreement on design specification, wireframes

    16. Breakdown your tasks in DevOps / TFS / Any other ALM tool you want to use

    17. Onboard team based on the skill set required developer / integration specialist / QA / UI Developer

    18. Plan your development practices

    - Coding standards

    - Naming conventions

    - Create solution and add the required components

    - Perform al configuration / configuration inside solution, so that deployment can be done properly.

    - Maintain Development, SIT, UAT, Production as separate instance

    19. Organise Conference room pilots and collect feedback

    20. Organise Release / Sprint demos if you are in Agile

    21. Release the system for users

    22. Identify the data to be migrated and structure of the existing data (uyou can do this while requirement elaboration or designing the system)

    23. Organise data transformation if required

    24. Create data management strategy, data migration strategy, data migration approach

    25. execute data migration 

  • Denzo19913 Profile Picture
    240 on at

    Thank you so much!

    I will start building up the FS. Should i buy the Field service application and start working in the development enivroment? and then move it to Test&production when it's ready for testing?. Or will it be installated inProd, Dev and Test enviroment when i buy the product and a license?

  • Suggested answer
    ba365guy Profile Picture
    2,950 on at

    If you subscribe to dynamics 365, you will be given 2 instances. 

    1. Sandbox (can be used for dev / test)

    2. Production.

    If you need seperate sandbox(one more) instance, you can purchase seperately. 

    I suggest you consult Microsoft for best suggestion on licensing and subscription.

  • Denzo19913 Profile Picture
    240 on at

    Okay, we have a prod, test and dev instance with the sales module. But in order to start with field service, should i buy a license for field service and then start building everything in a new solution with the field service configurations?

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