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Confidently shepherd your organization's implementation of Microsoft Dynamics 365 to a successful conclusion
In Mastering Microsoft Dynamics 365 Implementations, accomplished executive, project manager, and author Eric Newell delivers a holistic, step-by-step reference to implementing Microsoft's cloud-based ERP and CRM business applications. You'll find the detailed and concrete instructions you need to take your implementation project all the way to the finish line, on-time, and on-budget.
You'll learn:
* The precise steps to take, in the correct order, to bring your Dynamics 365 implementation to life
* What to do before you begin the project, including identifying stakeholders and building your business case
* How to deal with a change management throughout the lifecycle of your project
* How to manage conference room pilots (CRPs) and what to expect during the sessions
Perfect for CIOs, technology VPs, CFOs, Operations leaders, application directors, business analysts, ERP/CRM specialists, and project managers, Mastering Microsoft Dynamics 365 Implementations is an indispensable and practical reference for guiding your real-world Dynamics 365 implementation from planning to completion.
Sommario
Introduction xxvii
Chapter 1 * Stages of an Implementation Overview 1
What Is Microsoft Dynamics? 1
The Client Journey 2
Implementation Methodologies 5
Waterfall and Sure Step 5
Agile and Scrum 7
Triple Constraints 8
The Bottom Line 9
Chapter 2 * What to Do Before You Begin a Project 11
Identify Your Project Team and Stakeholders 11
Executive Sponsor 12
Project Owner 12
Business Process Owner(s) 13
Project Manager 13
Core Team and a Core Team Lead 14
Subject Matter Experts 14
IT Resources 15
Time Commitment by Role 17
Identify Your Processes in Scope 18
Clean Up Your Data 19
Identify Your "Master" Data 19
Develop Naming Conventions 20
Identify System Owners 20
Find and Resolve Duplicates and Incorrect Data 20
Define Your Success Metrics 21
Possible Benefits 22
Building Your Business Case and Securing Funding 23
How Much Should an ERP Project Cost? 24
Costs to Include in Your Calculations 24
Capitalizing Costs 25
Contingency 27
Return on Investment (ROI) 27
Gaining Approval 28
The Bottom Line 29
Chapter 3 * Four Keys to Consider When Buying an ERP or CRM Solution 31
Selection Process 31
Selection Consultant 32
Decision Maker 33
The Four Keys 33
Fit 34
Platform 35
Implementer 39
Cost 41
Building Your Scorecard 44
The Bottom Line 45
Chapter 4 * How to Evaluate and Buy Business Application Software 47
Buying Process Steps 47
Qualification Stage 48
Discovery and Demonstration Stage 49
Selecting Your Vendor 51
Leadership or Board Approval 54
Moving Forward 54
The Bottom Line 54
Chapter 5 * Organizing Your Team for Success and Project Governance 57
RACI 57
Your Project Team 58
Your Partner's Implementation Team 59
Executive Sponsor 60
Engagement Manager 60
Project Manager 60
Solution Architect or Solution Delivery Manager 60
Functional Consultant or Consultants 61
Technical Consultant 61
Development Lead and Developers 61
Integration Architect 61
Data Migration Specialist 62
Project Governance 62
Project Communication 62
Resource Loading 62
Project Schedule 66
Document Repository 67
Budget Tracking 68
Change Requests 68
Project Management Plan 68
The Bottom Line 69
Chapter 6 * Sprints and Tools Needed to Run Your Project 73
Definition of a Sprint 73
Length of a Sprint 74
Start and End of a Sprint 74
Delivering Value in a Sprint 74
Backlog 75
Project Backlog 75
Sprint Backlog 76
Allocating Work to Team Members 76
Sprint Success Rate 76
Sprint Meetings 77
Sprint Planning 77
Sprint Review 77
Sprint Retrospective 78
Stand-up Meetings 78
Work Definitions 79
Epic 79
Feature 79
User Story 80
Requirement 80
Research Task 80
Design Task 80
Development Task 81
Test Task 81
Other Task 81
Test Case 81
Test 81
Bug (Defect) 81
&nbs
Info autore
Eric Newell is the Co-Founder and CEO of Stoneridge Software, a Microsoft Gold Partner, focused on Dynamics. Prior to founding Stoneridge, he worked at Microsoft for 13 years in Dynamics-related roles including support engineer, IT lead for support systems, Technical Account Manager and as a Premier Field Engineering team leader. He frequently presents on topics related to implementing Microsoft Dynamics 365, and has spoken at Microsoft conferences over a dozen times. He has served as a project management trainer at Microsoft as well as local universities.
