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Customer experience | Sales, Customer Insights,...
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Go-Live Prep Checklist

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Posted on by 40

Hi,

Do you have any idea for a Go-Live preparation checklist referring the D365 Sales application?

I cannot find anything related, even for the older versions in Sure Step.

Thanks,

Petya

I have the same question (0)
  • Sumeet_MSFT Profile Picture
    Microsoft Employee on at

    Hello Petya,

    We don't have any specific no Go-Live preparation checklist for Dynamics 365 Sales application.

    Please find the specimens for Dynamics 365 Pre go-live checklist

    kurthatlevik.com/.../

    www.alexchandiwana.co.uk/.../dynamics-365-pre-go-live-checklist.html

    Hope this helps!

    Best regards,

    Sumeet_MSFT

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • petya Profile Picture
    40 on at

    Hello, Sumeet_MSFT,

    I checked already the information provided by your links. However these are the steps for the Fast Track check for Go-Live referring D365 Finance and Operation, which are provided by the LCS as well and are not relevant for D365 Sales.

    I need a list specific for D365 Sales.

    Thanks for your input,

    Petya

  • Suggested answer
    Sumeet_MSFT Profile Picture
    Microsoft Employee on at

    Hello petya,

    Thank you for the update.

    The Go-Live preparation checklist for Dynamics 365 Sales application vary from project to project.

    The steps mentioned till Data Migration is the same we follow and also the integration part.

    Please find a specimen of Go-Live preparation checklist for Dynamics 365 CE.

    Check List

    1. List of Solutions to be Deployed (one of the solution will be security roles )

    a. Order of solutions is important

    2. Solution Checker runs and fixed

    3. Deployment time or window shared.

    a. Data migration

    Pre-Deployment Steps

    1. Manual meta data changes or record removal or anything for that matter.

    2. Manual data upload to the CRM.

    3. Dependent data import using excel.

    Post Deployment steps

    1. Bulk data manipulation jobs.

    2. Switch off not required SDK and workflows. Enable only required flows, workflows or Sdk messages.

    3. End to End Sanity Check by business scenario.

    After production go live we have week period to check and fix the issues in production.

    Hope this helps!

    Best regards,

    Sumeet_MSFT

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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