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Microsoft

Use Success by Design for Dynamics 365 solutions

Microsoft via Microsoft Learn

Overview

  • Module 1: Success by Design is the prescriptive guidance (approaches and best practices) for designing, building, and deploying a Microsoft Dynamics 365 solution.
  • In this module, you will:

    • Learn how to use FastTrack techniques on your own project.
    • Review the Success by Design processes and workshops.
    • Identify the different phases of a project.
    • Discover the available tools for tracking project progress.
  • Module 2: A Solution blueprint workshop is part of Success by Design. This module focuses on creating the blueprint, and conducting the workshop to create it.
  • In this module, you will:

    • Learn how to identify project goals
    • Learn about the project's tenant strategy
    • Consider any non-functional requirements
    • Learn how to prepare, and conduct the Solution blueprint workshop
  • Module 3: Testing strategy, identifying gaps in testing plans, and potential risks are discussed in this module.
  • In this module, you will:

    • Identify measurable and non-measurable testing goals and results.
    • Plan the entire testing strategy for an engagement.
    • Learn how to prepare and conduct the Test strategy review workshop.
  • Module 4: A data model workshop is part of Success by Design. This module will provide a basic description of data modeling for Microsoft Dynamics 365 and insight into how you can conduct a data model workshop.
  • In this module, you will:

    • Learn about data modeling in Dynamics 365.
    • Review data modeling best practices and learn how they are related to a Dynamics 365 project.
  • Module 5: The Business intelligence and analytics design workshop is for implementation projects that have significant business intelligence and analytics requirements and need guidance and best practices for solution design.
  • In this module, you will:

    • Learn about the Business intelligence and analytics design workshop
    • Prepare for the Business intelligence and analytics design workshop
    • Learn how to conduct the Business intelligence and analytics design workshop
  • Module 6: The Gap solution design workshop is designed for implementations that have critical requirements that the standard system doesn't support.
  • In this module, you will:

    • Learn about the Gap solution design workshop
    • Prepare for the Gap solution design workshop
    • Learn how to conduct the Gap solution design workshop
  • Module 7: The overall goal of the Success by Design framework is to ensure a successful customer outcome for each implementation. The Data migration strategy workshop is designed to help ensure that the approach to data migration is heading for success.
  • In this module, you will:

    • Learn about the best practices of data migration.
    • Discover how data migration relates to and can affect a project.
    • Learn how to prepare and conduct the Data migration strategy workshop.
  • Module 8: A security strategy is key to solutions, and a Security model workshop will help verify that the customer’s security model is comprehensive and that it will support their long-term security strategy.
  • In this module, you will:

    • Evaluate the proposed security model.
    • Provide feedback and recommendations that highlight technical risks and issues.
  • Module 9: The Integration workshop is part of Success by Design. This module discusses integration strategy and how the Integration workshop will help verify that the project's integration plans are comprehensive and will support initial implementation and long-term needs.
  • In this module, you will:

    • Learn about connecting one or more components to create a unified experience.
    • Discover the process of integrating existing services without migrating or rebuilding.
  • Module 10: The Dual-write implementation workshop guides you through key points to help identify and resolve potential blockers to a successful dual-write implementation.
  • In this module, you will:

    • Learn about the Dual-write implementation workshop
    • Prepare for the Dual-write implementation workshop
    • Learn how to conduct the Dual-write implementation workshop
    • Follow up after the Dual-write implementation workshop
  • Module 11: A solution performance strategy in Dynamics 365 is important, and we discuss it in this module. We also cover configuration and customizations, and the impact they may have on the overall performance of your end-user experience.
  • In this module, you will:

    • Learn about the Solution performance review
    • Prepare for the Solution performance workshop
    • Learn how to conduct the Solution performance workshop.
  • Module 12: This module will help ensure that a good approach is in place for the planning, incremental readiness, testing, and implementation of the cutover.
  • In this module, you will:

    • Learn about the Cutover strategy workshop
    • Prepare for the Cutover strategy workshop
    • Learn how to conduct the Cutover strategy workshop
    • Follow up after the Cutover strategy workshop
  • Module 13: The Post go-live workshop gives the implementation team the opportunity to confirm that the solution has delivered the objectives that were initially set.
  • In this module, you will:

    • Learn about the Post go-live workshop
    • Prepare for the Post go-live workshop
    • Implement the Post go-live workshop
    • Follow up after the Post go-live workshop

Syllabus

  • Module 1: Get started with Success by Design for Dynamics 365
    • Introduction
    • Overview of Success by Design
    • Reasons to use Success by Design
    • Success by Design phases
    • Implement Success by Design
    • Track Success by Design activities and progress
    • Check your knowledge
    • Summary
  • Module 2: Create a solution blueprint for Dynamics 365 solutions
    • Introduction
    • Solution blueprint review workshop overview
    • Prepare for the Solution blueprint review
    • Solution blueprint review participants
    • Conduct the Solution blueprint review workshop
    • Solution blueprint follow-up
    • Check your knowledge
    • Summary
  • Module 3: Plan a testing strategy for your Dynamics 365 solution
    • Introduction
    • Overview of the Test strategy review workshop
    • Prepare for the workshop
    • Workshop implementation and follow-up
    • Check your knowledge
    • Summary
  • Module 4: Design data models for Dynamics 365 solutions
    • Introduction
    • Entity relationship diagram
    • Out-of-the-box vs. custom tables
    • Table configuration
    • Check your knowledge
    • Summary
  • Module 5: Business intelligence and analytics design for Dynamics 365 solutions
    • Introduction
    • Business intelligence and analytics design workshop overview
    • Prepare for the Business intelligence and analytics design workshop
    • Conduct the Business intelligence and analytics design workshop
    • Business intelligence and analytics design follow-up
    • Check your knowledge
    • Summary
  • Module 6: Gap solution design for Dynamics 365 solutions
    • Introduction
    • Gap solution design workshop overview
    • Prepare for the Gap solution design workshop
    • Conduct the Gap solution design workshop
    • Gap solution design follow-up
    • Check your knowledge
    • Summary
  • Module 7: Create a data migration strategy for Dynamics 365 solutions
    • Introduction
    • Data migration strategy overview
    • Prepare for the Data migration workshop
    • Conduct the Data migration strategy workshop
    • Check your knowledge
    • Summary
  • Module 8: Review the security model for your Dynamics 365 solutions
    • Introduction
    • Security workshop topics
    • Check your knowledge
    • Summary
  • Module 9: Integration design for Dynamics 365 solutions
    • Introduction
    • Integration design review workshop overview
    • Prepare for the Integration design review
    • Conduct the Integration design review
    • Integration design review workshop follow-up
    • Check your knowledge
    • Summary
  • Module 10: Dual-write implementation for Dynamics 365 solutions
    • Introduction
    • Dual-write implementation workshop overview
    • Prepare for the workshop
    • Workshop implementation and follow-up
    • Check your knowledge
    • Summary
  • Module 11: Implement a performance strategy for Dynamics 365 solutions
    • Introduction
    • Solution performance workshop topics
    • Timing of the Solution performance review
    • Prepare for the workshop
    • Workshop implementation and follow-up
    • Check your knowledge
    • Summary
  • Module 12: Cutover strategy for Dynamics 365 solutions
    • Introduction
    • Purpose of the Cutover strategy workshop
    • Timing of the Cutover strategy review
    • Cutover strategy workshop overview
    • Prepare for the workshop
    • Workshop implementation and follow-up
    • Check your knowledge
    • Summary
  • Module 13: Post go-live strategy for Dynamics 365 solutions
    • Introduction
    • Timing of the Post go-live workshop
    • Post go-live workshop overview
    • Prepare for the workshop
    • Post go-live workshop implementation and follow up
    • Check your knowledge
    • Summary

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