Finance | Project Operations, Human Resources, ...

Preferred methodology or approach for D365 review project

(1) Share

Report

Posted on by saurabh bharti

15,039 Moderator

Hi Experts,

I would like to grab your thoughts on following:

Problem statement : Customer has gone live with D365 F&O solution and running for almost one year but facing lot of issues on processes, data, report etc...and now approached you for doing review of the existing implementations and suggest way forward

Question: What methodlogy or approach you will follow and what are the key factors you will consider for doing the review of the project to provide suggestions for improvement?

I have the same question (0)

All responses (2)

Answers (0)

Suggested answer

Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

Like (2)

Report

My approach has always been to have the customer identify the major pain points in their processes and address those immediately. The dialogue usually helps uncover minor pain points as well and provides a direction to go in for resolution. You then prioritize and develop an action plan to mitigate those issues.

Was this reply helpful? Yes No
Suggested answer

Kevin Xia Microsoft Employee on at

Like (0)

Report

Hi,

You need to determine the severity of the problem first, according to the severity and urgency of the problem, the customer's willingness, the difficulty of solving the problem to determine the order of the problem. From my perspective, the order would be serious and urgent, serious but not urgent, not serious but urgent, not serious and not urgent.

Best regards,

Kevin

Was this reply helpful? Yes No

Join the conversation

Community site session details

Preferred methodology or approach for D365 review project

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

Featured topics

Product updates

Community site session details

Preferred methodology or approach for D365 review project

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

Featured topics

Product updates