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Implementing Microsoft Dynamics 365 for Finance and Operations

You're reading from   Implementing Microsoft Dynamics 365 for Finance and Operations Implement methodology, integration, data migration, and more

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Product type Paperback
Published in Sep 2017
Publisher Packt
ISBN-13 9781787283336
Length 562 pages
Edition 1st Edition
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Authors (3):
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JJ Yadav JJ Yadav
Author Profile Icon JJ Yadav
JJ Yadav
Rahul Mohta Rahul Mohta
Author Profile Icon Rahul Mohta
Rahul Mohta
Yogesh Kasat Yogesh Kasat
Author Profile Icon Yogesh Kasat
Yogesh Kasat
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Toc

Table of Contents (15) Chapters Close

Preface 1. Introduction to Microsoft Dynamics 365 FREE CHAPTER 2. Implementation Methodology and Tools 3. Architecture and Deployment 4. Project Initiation and Kickoff 5. Requirements, Business Process Analysis, and Traceability 6. Configuration and Data Management 7. Functional and Technical Design 8. Integration Planning and Design 9. Building Customizations 10. Analytics, Business Intelligence, and Reporting 11. Testing and Training 12. Go Live 13. Post Go Live Support 14. Update, Upgrade, and Migration

Kickoff meeting


Every project must have a kickoff meeting, and it is about setting expectations, and clearly calling out and communicating goals. You must involve executives from all sides (partner and customer) in a meeting. The following is very true:

Successful projects start with a great kickoff meeting.

We would like to share our knowledge by outlining the key requirements a successful kickoff meeting:

  • Review the goals with the key stakeholders and ensure you have the goals defined in the order of priority.
  • Review the project goals and charter. Define and get commitment on how success is going to be measured.
  • Getting team commitment is a key.
  • Review the project plan in detail. Review the project milestones and deliverables, validate the team structure, roles, and responsibilities fitment with the resources, and emphasize the implementation methodology and the steps to success.
  • Brainstorm and seek the team members' acceptance of ground rules. Communication and logistics are super important...
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