| Introduction |
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xxvii | |
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Chapter 1 Stages of an Implementation Overview |
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1 | (10) |
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What Is Microsoft Dynamics? |
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1 | (1) |
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2 | (3) |
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Implementation Methodologies |
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5 | (1) |
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5 | (2) |
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7 | (1) |
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8 | (1) |
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9 | (2) |
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Chapter 2 What to Do Before You Begin a Project |
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11 | (20) |
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Identify Your Project Team and Stakeholders |
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11 | (1) |
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12 | (1) |
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12 | (1) |
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Business Process Owner(s) |
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13 | (1) |
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13 | (1) |
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Core Team and a Core Team Lead |
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14 | (1) |
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14 | (1) |
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15 | (2) |
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17 | (1) |
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Identify Your Processes in Scope |
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18 | (1) |
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19 | (1) |
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Identify Your "Master" Data |
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19 | (1) |
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Develop Naming Conventions |
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20 | (1) |
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20 | (1) |
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Find and Resolve Duplicates and Incorrect Data |
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20 | (1) |
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Define Your Success Metrics |
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21 | (1) |
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22 | (1) |
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Building Your Business Case and Securing Funding |
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23 | (1) |
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How Much Should an ERP Project Cost? |
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24 | (1) |
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Costs to Include in Your Calculations |
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24 | (1) |
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25 | (2) |
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27 | (1) |
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Return on Investment (ROI) |
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27 | (1) |
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28 | (1) |
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29 | (2) |
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Chapter 3 Four Keys to Consider When Buying an ERP or CRM Solution |
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31 | (16) |
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31 | (1) |
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32 | (1) |
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33 | (1) |
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33 | (1) |
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34 | (1) |
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35 | (4) |
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39 | (2) |
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41 | (3) |
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44 | (1) |
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45 | (2) |
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Chapter 4 How to Evaluate and Buy Business Application Software |
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47 | (10) |
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47 | (1) |
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48 | (1) |
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Discovery and Demonstration Stage |
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49 | (2) |
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51 | (3) |
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Leadership or Board Approval |
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54 | (1) |
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54 | (1) |
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54 | (3) |
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Chapter 5 Organizing Your Team for Success and Project Governance |
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57 | (16) |
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57 | (1) |
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58 | (1) |
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Your Partner's Implementation Team |
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59 | (1) |
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60 | (1) |
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60 | (1) |
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60 | (1) |
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Solution Architect or Solution Delivery Manager |
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60 | (1) |
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Functional Consultant or Consultants |
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61 | (1) |
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61 | (1) |
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Development Lead and Developers |
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61 | (1) |
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61 | (1) |
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Data Migration Specialist |
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62 | (1) |
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62 | (1) |
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62 | (1) |
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62 | (4) |
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66 | (1) |
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67 | (1) |
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68 | (1) |
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68 | (1) |
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68 | (1) |
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69 | (4) |
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Chapter 6 Sprints and Tools Needed to Run Your Project |
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73 | (14) |
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73 | (1) |
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74 | (1) |
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Start and End of a Sprint |
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74 | (1) |
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Delivering Value in a Sprint |
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74 | (1) |
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75 | (1) |
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75 | (1) |
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76 | (1) |
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Allocating Work to Team Members |
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76 | (1) |
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76 | (1) |
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77 | (1) |
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77 | (1) |
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77 | (1) |
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78 | (1) |
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78 | (1) |
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79 | (1) |
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79 | (1) |
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79 | (1) |
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80 | (1) |
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80 | (1) |
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80 | (1) |
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80 | (1) |
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81 | (1) |
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81 | (1) |
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81 | (1) |
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81 | (1) |
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81 | (1) |
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81 | (1) |
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81 | (1) |
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82 | (1) |
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82 | (1) |
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82 | (1) |
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82 | (1) |
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82 | (1) |
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83 | (1) |
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83 | (1) |
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84 | (3) |
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Chapter 7 Change Management Throughout Your Project |
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87 | (12) |
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88 | (1) |
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Use of Satisfaction Surveys |
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89 | (1) |
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Nine Steps to Change Management |
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90 | (1) |
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90 | (1) |
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91 | (1) |
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Outline Your Business Process Change Steps |
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92 | (1) |
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Develop a System Vision that Provides Benefits to All Stakeholders |
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92 | (1) |
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92 | (2) |
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Maximize the Team's Time in the New System |
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94 | (1) |
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94 | (1) |
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Set Realistic Expectations for the System Just After Go-Live |
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94 | (1) |
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Support Your Team Members After Go-Live |
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95 | (1) |
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Steps to Business Process Change |
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95 | (1) |
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96 | (1) |
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96 | (3) |
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Chapter 8 Organizing Your Business by Processes |
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99 | (10) |
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Common Language Businesses Speak |
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99 | (1) |
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100 | (1) |
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100 | (1) |
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Finance and Administration |
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100 | (1) |
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100 | (2) |
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102 | (1) |
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102 | (1) |
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103 | (1) |
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103 | (1) |
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Sub-processes, Tasks, Activities, and Requirements |
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104 | (1) |
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Discovering Your Processes |
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104 | (1) |
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104 | (2) |
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106 | (1) |
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106 | (1) |
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106 | (3) |
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Chapter 9 Independent Software Vendors--Filling Gaps and Managing Partnerships |
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109 | (12) |
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109 | (1) |
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110 | (1) |
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111 | (1) |
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111 | (1) |
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111 | (1) |
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Deciding If You Need an Industry ISV |
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112 | (1) |
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113 | (1) |
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113 | (1) |
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113 | (1) |
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113 | (1) |
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114 | (1) |
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114 | (1) |
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Deciding If You Need a Functional ISV |
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114 | (1) |
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114 | (1) |
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Budgeting for ISV Solutions |
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115 | (1) |
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Implementation Partner or Customer Managed |
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115 | (1) |
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Buying the ISV License or Subscription |
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115 | (1) |
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Implementation of ISV Products |
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116 | (1) |
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Manage Your ISV Projects Closely |
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116 | (1) |
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Microsoft's AppSource Marketplace |
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117 | (1) |
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118 | (1) |
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118 | (1) |
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119 | (2) |
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Chapter 10 Factors for a Successful Project Kickoff |
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121 | (12) |
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Pre-Kickoff Meeting Activities |
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121 | (1) |
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121 | (3) |
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Expectations for the Meeting |
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124 | (1) |
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124 | (1) |
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124 | (1) |
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125 | (1) |
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Introductions and Role Review |
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125 | (1) |
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Expectations for Team Members |
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126 | (1) |
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Project Management and Communication Plan |
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126 | (1) |
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126 | (1) |
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126 | (1) |
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Navigation Overview [ Optional] |
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127 | (1) |
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127 | (1) |
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127 | (1) |
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Expectations for the Project Team |
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128 | (1) |
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128 | (1) |
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129 | (1) |
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129 | (1) |
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130 | (3) |
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Chapter 11 Designing the Software Collaboratively |
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133 | (12) |
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Joint Application Design Concept |
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133 | (1) |
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Joint Process Design and Other Design-Related Definitions |
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134 | (1) |
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What Is a Joint Process Design (JPD) Session? |
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134 | (2) |
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136 | (1) |
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136 | (1) |
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Joint Process Design Iterations |
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137 | (1) |
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137 | (2) |
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139 | (1) |
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140 | (1) |
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140 | (1) |
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140 | (1) |
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141 | (1) |
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142 | (1) |
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143 | (2) |
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Chapter 12 Requirements Gathering and Staying "In the Box" |
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145 | (12) |
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145 | (1) |
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Customization vs. In-the-Box Examples |
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146 | (1) |
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147 | (1) |
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Out-of-the-Box Fields as Requirements |
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147 | (1) |
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Requirements Link to Processes |
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148 | (1) |
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Functional vs. Non-functional Requirements |
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149 | (1) |
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150 | (1) |
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Writing Good Requirements |
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150 | (1) |
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150 | (1) |
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151 | (1) |
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152 | (1) |
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153 | (1) |
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The Cost of Customizations |
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154 | (1) |
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Cloud vs. On-Premise Software |
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155 | (1) |
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155 | (2) |
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Chapter 13 Conference Room Pilots |
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157 | (14) |
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The Purpose of a Conference Room Pilot |
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157 | (1) |
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158 | (1) |
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159 | (1) |
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159 | (1) |
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160 | (1) |
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160 | (1) |
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CRP Roles and Responsibilities |
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161 | (1) |
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161 | (1) |
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162 | (1) |
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162 | (1) |
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162 | (1) |
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163 | (1) |
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CRP Place in the Overall Schedule |
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163 | (1) |
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Can You Do a CRP on One Process Group at the Same Time That You Do a JPD? |
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164 | (1) |
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164 | (2) |
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166 | (1) |
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166 | (1) |
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166 | (1) |
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What to Do Between CRP and the End of the Create Stage |
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167 | (1) |
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168 | (1) |
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168 | (3) |
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Chapter 14 Dealing with Challenges Mid-Project |
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171 | (14) |
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Managing the Project Status |
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172 | (1) |
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172 | (1) |
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Colors on a Status Report |
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173 | (2) |
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175 | (2) |
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177 | (1) |
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177 | (1) |
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178 | (1) |
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179 | (1) |
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Common Project Challenges |
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179 | (4) |
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183 | (2) |
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Chapter 15 Customizations vs. Configurations and How You Manage Them |
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185 | (14) |
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Customizations vs. Configurations |
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185 | (1) |
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185 | (1) |
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186 | (1) |
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186 | (1) |
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187 | (1) |
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187 | (1) |
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187 | (1) |
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187 | (1) |
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When to Customize vs. Configure |
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188 | (1) |
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188 | (1) |
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188 | (1) |
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189 | (1) |
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189 | (1) |
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189 | (1) |
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Functional Design Documents |
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190 | (1) |
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190 | (1) |
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190 | (1) |
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190 | (1) |
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191 | (1) |
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191 | (1) |
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191 | (1) |
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191 | (1) |
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192 | (1) |
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192 | (1) |
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192 | (1) |
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193 | (1) |
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Functional Testing (Part 1) |
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193 | (1) |
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194 | (1) |
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194 | (1) |
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194 | (1) |
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Functional Testing (Part 2) |
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194 | (1) |
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Preparing for CRP and UAT |
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195 | (1) |
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The Lifecycle of a Customization |
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195 | (1) |
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195 | (1) |
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196 | (1) |
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197 | (2) |
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Chapter 16 Data Migration--Early and Often |
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199 | (16) |
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200 | (1) |
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200 | (1) |
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201 | (1) |
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202 | (1) |
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203 | (3) |
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206 | (1) |
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206 | (1) |
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206 | (2) |
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208 | (1) |
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208 | (1) |
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208 | (1) |
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209 | (1) |
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210 | (1) |
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210 | (1) |
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210 | (1) |
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210 | (1) |
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211 | (1) |
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211 | (1) |
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212 | (1) |
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212 | (1) |
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213 | (2) |
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Chapter 17 Environment Management and Deployments |
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215 | (14) |
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216 | (1) |
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216 | (1) |
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217 | (1) |
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217 | (1) |
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218 | (1) |
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219 | (1) |
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220 | (1) |
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220 | (2) |
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222 | (1) |
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Populating Configurations and Master Data |
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222 | (1) |
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223 | (1) |
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Application Lifecycle Management |
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223 | (1) |
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Environment Flow Using DevOps |
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224 | (1) |
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224 | (1) |
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225 | (1) |
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225 | (1) |
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226 | (1) |
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227 | (2) |
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229 | (16) |
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229 | (1) |
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230 | (1) |
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231 | (1) |
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Pre-Deploy Stage Activities |
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232 | (1) |
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232 | (1) |
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Unit Test and Regression Tests |
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233 | (1) |
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234 | (1) |
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235 | (1) |
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236 | (1) |
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236 | (1) |
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236 | (1) |
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Additional Benefits of UAT Sessions |
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237 | (1) |
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UAT Roles and Responsibilities |
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237 | (1) |
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Executing Your Test Plans |
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238 | (1) |
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239 | (1) |
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240 | (1) |
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241 | (1) |
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241 | (1) |
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241 | (1) |
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242 | (3) |
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Chapter 19 Training for All |
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245 | (16) |
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Learning During Interactive Sessions |
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246 | (1) |
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246 | (1) |
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246 | (1) |
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247 | (1) |
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247 | (1) |
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In-Person, Classroom Style |
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248 | (1) |
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Remote, Synchronous Training |
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249 | (2) |
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251 | (1) |
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Building Your Training Content |
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251 | (1) |
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End User Training Content |
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251 | (1) |
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252 | (1) |
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253 | (1) |
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253 | (1) |
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253 | (1) |
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254 | (1) |
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How to Manage and Distribute Your Content |
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254 | (1) |
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Learning Management Systems |
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255 | (1) |
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Building Your End User Training Schedule |
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255 | (1) |
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256 | (1) |
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256 | (1) |
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257 | (1) |
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257 | (1) |
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257 | (1) |
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258 | (1) |
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259 | (2) |
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261 | (14) |
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261 | (1) |
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262 | (1) |
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262 | (1) |
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Data Migration and Security Criteria |
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263 | (1) |
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264 | (1) |
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264 | (1) |
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265 | (1) |
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265 | (1) |
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Mock Cutover and Final Week Activities |
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266 | (1) |
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267 | (1) |
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System Setup Before Cutover |
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267 | (1) |
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268 | (1) |
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268 | (1) |
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268 | (1) |
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269 | (1) |
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Order and Outcome of the Votes |
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269 | (1) |
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270 | (1) |
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270 | (1) |
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Impact of the Cutover Start Timing |
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271 | (1) |
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Completing Cutover Activities |
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271 | (1) |
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272 | (1) |
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272 | (1) |
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272 | (3) |
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275 | (16) |
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275 | (1) |
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276 | (1) |
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276 | (1) |
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277 | (1) |
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277 | (1) |
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278 | (1) |
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278 | (1) |
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279 | (1) |
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279 | (1) |
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280 | (1) |
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280 | (1) |
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281 | (2) |
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283 | (1) |
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Making the Transition to HelpDesk Later |
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283 | (1) |
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284 | (1) |
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Planning for Future Releases |
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285 | (1) |
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285 | (1) |
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286 | (1) |
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287 | (1) |
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Rolling Off the Project Team |
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287 | (1) |
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288 | (1) |
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288 | (1) |
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289 | (1) |
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289 | (2) |
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Chapter 22 Support and Enhance Your Project |
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291 | (16) |
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291 | (1) |
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Extending the Transition from Consulting to Support |
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292 | (1) |
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Engaging Your Partner for Support |
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292 | (2) |
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Microsoft and ISV Support Plans |
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294 | (1) |
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295 | (1) |
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295 | (1) |
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296 | (1) |
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What to Do with the Feedback |
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297 | (1) |
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297 | (68) |
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Microsoft Dynamics 365 Release Cadence |
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297 | (1) |
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297 | (1) |
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When to Schedule Your Releases |
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298 | (1) |
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What to Include in Releases |
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299 | (1) |
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299 | (1) |
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299 | (1) |
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300 | (1) |
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301 | (1) |
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301 | (1) |
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Incorporating Dynamics Data into Your Daily Business |
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302 | (1) |
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302 | (1) |
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Machine Learning and Artificial Intelligence |
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302 | (1) |
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Calculating Return on Investment |
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303 | (1) |
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304 | (1) |
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305 | (2) |
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Chapter 23 Bringing It All Together |
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307 | (10) |
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307 | (1) |
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308 | (3) |
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311 | (2) |
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313 | (1) |
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314 | (1) |
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315 | (1) |
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315 | (2) |
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317 | (36) |
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Chapter 1 Stages of an Implementation Overview |
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317 | (1) |
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Chapter 2 What to Do Before You Begin a Project |
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318 | (2) |
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Chapter 3 Four Keys to Consider When Buying an ERP or CRM Solution |
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320 | (2) |
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Chapter 4 How to Evaluate and Buy Business Application Software |
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322 | (1) |
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Chapter 5 Organizing Your Team for Success and Project Governance |
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323 | (2) |
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Chapter 6 Sprints and Tools Needed to Run Your Project |
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325 | (1) |
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Chapter 7 Change Management Throughout Your Project |
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326 | (2) |
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Chapter 8 Organizing Your Business by Processes |
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328 | (1) |
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Chapter 9 Independent Software Vendors--Filling Gaps and Managing Partnerships |
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329 | (2) |
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Chapter 10 Factors for a Successful Project Kickoff |
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331 | (1) |
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Chapter 11 Designing the Software Collaboratively |
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332 | (2) |
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Chapter 12 Requirements Gathering and Staying "In the Box" |
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334 | (1) |
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Chapter 13 Conference Room Pilots |
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335 | (2) |
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Chapter 14 Dealing with Challenges Mid-Project |
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337 | (1) |
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Chapter 15 Customizations vs. Configurations and How You Manage Them |
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338 | (2) |
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Chapter 16 Data Migration--Early and Often |
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340 | (1) |
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Chapter 17 Environment Management and Deployments |
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341 | (2) |
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343 | (1) |
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Chapter 19 Training for All |
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344 | (2) |
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346 | (1) |
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347 | (2) |
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Chapter 22 Support and Enhance Your Project |
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349 | (1) |
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Chapter 23 Bringing It All Together |
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350 | (3) |
| Glossary |
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353 | (16) |
| Index |
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369 | |
