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What you will learn with this Guide

Microsoft Dynamics 365 Implementation Guide for on-premises and online.

This guide contains comprehensive information about how to plan, install, configure, customize, and maintain Microsoft Dynamics 365 (on-premises) and how to administer and customize Microsoft Dynamics 365 (online).

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The evolution to digital transformation


Dynamics 365 Implementation Best Practices

Here are some additional D365 best practices to keep in mind:

  • Decide on your software development lifecycle tool. It’s important to know where you’ll house all the work that’s being done – from code repository to task management. Once you decide on a tool (we recommend Azure DevOps), determine the licenses you’ll need to acquire going into the project.
  • Determine how you’ll measure the health of the implementation. How will you know it’s going well? Consider the ongoing health of your budget, team engagement, and timeline.
  • Ensure that you have dedicated team members. Remember, it’s important for your implementation team to truly commit to the process (and have your leadership team’s support in doing so).
  • Make sure you understand your end-to-end business process. From start to finish, each line of business needs to continue functioning on your new platform. Having a thorough understanding of their processes will help ensure no step is missed.